Wertpapierdatensatz · archiviertes Quartal
QDEF
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
+1Δ Inhaber
4.20MGehaltene Aktien
$365.46MGemeldeter Wert
+1Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.4% ·
Aktienfluss +0.1% ·
neue Nettopositionen +3.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 4.20M | $365.46M | +1 | — |
| Q1 2026 | 29 | 0 | 4.19M | $334.76M | — | — |
| Q4 2025 | 29 | -1 | 4.14M | $335.16M | — | −1 |
| Q3 2025 | 5 | 0 | 131.48K | $10.52M | — | — |
| Q2 2025 | 2 | -1 | 9.07K | $671,631 | — | −1 |
| Q1 2025 | 2 | +1 | 27.06K | $1.89M | +1 | — |
| Q4 2024 | 1 | 0 | 8.73K | $613,260 | — | — |
| Q3 2024 | 1 | 0 | 20.18K | $1.44M | — | — |
| Q2 2024 | 1 | — | 7.67K | $502,740 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 3.43M | +0.5% | $298.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northern Trust Corp | 3.43M | +0.5% | $298.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 188.28K | +4.1% | $16.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 101.60K | +47.4% | $8.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 101.60K | +47.4% | $8.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 101.60K | +47.4% | $8.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 89.02K | -2.6% | $7.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 89.02K | -2.6% | $7.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 80.47K | -11.5% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 80.47K | -11.5% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 40.95K | +112.6% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Creative Planning | 30.00K | 0.0% | $2.61M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 25.21K | +7.0% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 23.49K | -0.7% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 23.49K | -0.7% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 19.24K | +0.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 18.22K | +0.3% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 15.86K | -2.4% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 13.42K | -0.6% | $1.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Citigroup Inc | 12.57K | -8.3% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 12.44K | +217.4% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 11.43K | +26.1% | $978,025 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.40K | +0.7% | $730,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 7.63K | -4.7% | $664,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 7.53K | +2.8% | $654,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 7.44K | -23.0% | $647,554 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 7.33K | -4.9% | $638,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 5.16K | -12.9% | $449,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 5.16K | -12.9% | $449,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 4.33K | -24.7% | $376,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.04K | 0.0% | $177,873 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.70K | 0.0% | $147,936 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.70K | 0.0% | $147,936 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.05K | 0.0% | $91,286 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 518 | -99.4% | $45,077 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 300 | +29900.0% | $26,111 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | BlackRock ✦ (passiv) | 251 | Neu | $21,842 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| BlackRock | $21,842 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 88 Inhaber, 4.79M Anteile, $380.20M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q2 2026 ·
Methodik ·
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