PTA
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +2.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.15M | +7.2% | $79.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 3.53M | -4.5% | $67.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 2.55M | +6.9% | $48.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 675.81K | -6.0% | $12.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 359.65K | -17.1% | $6.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Rockefeller Capital Management L.P. | 202.97K | +0.8% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 155.67K | +6.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 143.45K | +213.3% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fifth Third Bancorp | 70.02K | -0.8% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 68.48K | +9.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 62.62K | +4.6% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 52.04K | -11.2% | $998,185 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Corient Private Wealth LP | 40.27K | -20.9% | $772,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 33.95K | +18.9% | $651,266 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 22.25K | +18.1% | $426,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 22.24K | Neu | $426,487 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 20.11K | +5.5% | $385,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 16.29K | -52.8% | $312,537 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 10.72K | +1.2% | $205,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 7.39K | -3.2% | $141,788 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 3.54K | Neu | $67,936 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 43 | 0.0% | $825 | 0.0% | Held | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passiv) | 5 | -97.6% | $91 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $426,487 | 0.0% |
| Northwestern Mutual Wealth… | $67,936 | 0.0% |
Ausgestiegen
| JPMorgan Chase | $453,500 | war 0.0% |
| Jones Financial Companies Lllp | $911 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 57 Inhaber, 12.99M Anteile, $240.70M 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.