POCT
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.1% ·
Aktienfluss -20.4% ·
neue Nettopositionen -11.5%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 6.94M | $316.06M | +2 | −5 |
| Q1 2026 | 30 | +2 | 9.20M | $398.18M | +4 | −2 |
| Q4 2025 | 28 | +1 | 9.85M | $433.00M | +1 | n/a |
| Q3 2025 | 1 | -1 | 10.60K | $456,774 | n/a | −1 |
| Q2 2025 | 1 | -1 | 16.41K | $677,733 | n/a | −1 |
| Q1 2025 | 2 | +1 | 22.30K | $866,394 | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.78K | $584,752 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.78K | $575,642 | +1 | −1 |
| Q2 2024 | 1 | n/a | 12.79K | $489,844 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.81M | -1.2% | $78.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 558.49K | -4.7% | $25.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 435.83K | -40.7% | $20.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 399.00K | -4.2% | $18.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 371.72K | -0.7% | $17.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Blair William & Co/Il | 366.56K | -1.3% | $17.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 224.78K | -14.8% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 191.41K | 0.0% | $8.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 189.40K | +52.5% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 184.21K | -3.5% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 176.08K | -18.5% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 140.40K | -2.2% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 108.84K | -77.1% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 101.75K | -4.6% | $4.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 77.02K | Neu | $3.57M | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 30.94K | +145.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 15.00K | -3.8% | $696,011 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 11.56K | -5.1% | $536,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 4.19K | 0.0% | $193,960 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 23 | Assetmark, Inc | 3.06K | 0.0% | $141,783 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 900 | 0.0% | $42,000 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 800 | Neu | $37,128 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 182 | -42.4% | $8,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Hrt Financial Lp | $3.57M | 0.0% |
| Morgan Stanley | $37,128 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $10.61M | war 0.0% |
| Citadel Advisors | $357,253 | war 0.0% |
| Mariner, LLC | $294,010 | war 0.0% |
| Goldman Sachs Group | $211,584 | war 0.0% |
| Barclays Plc | $193,564 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 250 Inhaber, 18.84M Anteile, $726.01M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.