PROF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.0% ·
Aktienfluss -0.3% ·
neue Nettopositionen -10.5%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 3.64M | $24.00M | +2 | −4 |
| Q1 2026 | 21 | -4 | 3.97M | $25.65M | +2 | −6 |
| Q4 2025 | 25 | 0 | 4.31M | $33.77M | +1 | −1 |
| Q3 2025 | 5 | 0 | 42.66K | $210,784 | — | — |
| Q2 2025 | 3 | -2 | 65.03K | $383,671 | — | −2 |
| Q1 2025 | 4 | 0 | 119.93K | $697,934 | +1 | −1 |
| Q4 2024 | 4 | -1 | 154.56K | $1.16M | — | −1 |
| Q3 2024 | 5 | +4 | 165.53K | $1.32M | +4 | — |
| Q2 2024 | 1 | — | 14.05K | $118,995 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | FIL Ltd | 2.37M | +1.3% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 491.50K | -0.3% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 189.12K | +25.9% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | National Bank Of Canada /Fi/ | 218.70K | +0.7% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | TD Waterhouse Canada Inc. | 138.11K | -3.5% | $933,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 55.22K | -31.9% | $367,240 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 50.00K | 0.0% | $332,500 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passiv) | 24.43K | +14.4% | $162,466 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 18.17K | -2.9% | $120,837 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Focus Partners Wealth | 16.72K | 0.0% | $111,201 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 15.45K | Neu | $102,769 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 13.05K | +11.1% | $86,663 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Dimensional Fund Advisors Lp | 12.82K | Neu | $85,267 | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Morgan Stanley ✦ | 7.07K | +266.4% | $46,996 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 6.65K | 0.0% | $44,249 | 0.0% | Held | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 4.67K | 0.0% | $31,056 | 0.0% | Held | 5 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 4.01K | -28.4% | $26,640 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 1.27K | -58.5% | $8,478 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.00K | 0.0% | $6,500 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Invesco Ltd. | $102,769 | 0.0% |
| Dimensional Fund Advisors Lp | $85,267 | 0.0% |
Ausgestiegen
| First Eagle Investment… | $2.09M | war 0.0% |
| Simplex Trading, Llc | $237,932 | war 0.0% |
| Jane Street Group, Llc | $237,732 | war 0.0% |
| Captrust Financial Advisors | $67,379 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 57 Inhaber, 16.34M Anteile, $102.28M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.