Wertpapierdatensatz · archiviertes Quartal
RA
Name ausstehend – Profil wird eingelesen
27Erfasste Halter
-1Δ Inhaber
10.37MGehaltene Aktien
$133.57MGemeldeter Wert
+1Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.6% ·
Aktienfluss +6.5% ·
neue Nettopositionen -3.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -1 | 10.37M | $133.57M | +1 | −2 |
| Q1 2026 | 29 | +1 | 9.74M | $125.29M | +3 | −2 |
| Q4 2025 | 28 | +1 | 9.29M | $120.37M | +1 | — |
| Q3 2025 | 1 | -2 | 4.29M | $57.35M | — | −2 |
| Q2 2025 | 2 | +1 | 38.63K | $516,501 | +1 | — |
| Q4 2024 | 1 | 0 | 16.47K | $219,394 | — | — |
| Q3 2024 | 1 | +1 | 59.40K | $813,753 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.67M | +6.3% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.67M | +6.3% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.67M | +6.3% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 487.30K | +15.2% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 395.19K | +32.3% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 292.22K | +9.2% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 279.03K | +21.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 279.03K | +21.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 279.03K | +21.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 278.10K | +7.8% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | First Trust Advisors Lp | 193.18K | +6.5% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 154.35K | +8.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 154.35K | +8.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 113.83K | +5.8% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BROOKFIELD Corp /ON/ | 100.58K | 0.0% | $1.30M | 0.0% | Held | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 84.27K | +24.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 84.27K | +24.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 84.27K | +24.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 69.98K | +3.0% | $901,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 66.03K | +68.1% | $850,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 59.39K | +1.0% | $764,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 59.39K | +1.0% | $764,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 54.84K | -19.1% | $706,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 54.84K | -19.1% | $706,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 53.40K | +124.8% | $687,831 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 48.57K | +11.7% | $625,543 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | IMC-Chicago, LLC | 18.61K | Neu | $239,735 | 0.0% | New | 1 | SEC ↗ |
| 38 | Mariner, LLC | 16.63K | +1.6% | $214,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Nomura Holdings Inc | 10.00K | 0.0% | $128,800 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 7.56K | 0.0% | $97,424 | 0.0% | Held | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 7.23K | 0.0% | $93,169 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 6.41K | +1.7% | $82,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.46K | +0.9% | $31,633 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 603 | 0.0% | $7,767 | 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
| IMC-Chicago, LLC | $239,735 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $366,741 | war 0.0% |
| BlackRock | $17,875 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 116 Inhaber, 17.90M Anteile, $183.69M 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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