Wertpapierdatensatz
REZ
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
0Δ Inhaber
2.01MGehaltene Aktien
$190.81MGemeldeter Wert
+3Neue Positionen
−4Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -2.6% · neue Nettopositionen -2.9% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 2.01M | $190.81M | +3 | −4 |
| Q1 2026 | 36 | 0 | 2.08M | $172.67M | +3 | −3 |
| Q4 2025 | 36 | +1 | 2.11M | $174.10M | +1 | — |
| Q3 2025 | 8 | 0 | 609.10K | $51.76M | — | — |
| Q2 2025 | 5 | 0 | 139.82K | $11.51M | +1 | −1 |
| Q1 2025 | 3 | +1 | 40.95K | $3.54M | +1 | — |
| Q4 2024 | 2 | +1 | 39.87K | $3.23M | +1 | — |
| Q3 2024 | 1 | -1 | 27.79K | $2.47M | — | −1 |
| Q2 2024 | 2 | — | 7.96K | $613,231 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 496.44K | +0.5% | $47.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Northwestern Mutual Wealth… | 240.87K | +6.3% | $22.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 167.05K | +30.0% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 161.44K | +11.8% | $15.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 158.50K | -1.2% | $15.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 143.87K | +0.9% | $13.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 98.42K | +1.3% | $9.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 77.36K | +17.0% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 62.37K | +0.7% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 52.16K | +12.6% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 48.53K | +2.3% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 44.70K | -19.2% | $4.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 13 | Mariner, LLC | 37.99K | -0.6% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 34.37K | -53.2% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Focus Partners Wealth | 27.23K | -0.8% | $2.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 25.37K | -32.6% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | UBS Group AG | 25.26K | -16.6% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 25.09K | -16.7% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citigroup Inc | 24.15K | +6627.0% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 11.25K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 9.92K | -0.3% | $939,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 8.36K | +84.2% | $791,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 7.50K | +10.1% | $713,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 5.08K | Neu | $482,207 | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 4.72K | +84.0% | $447,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 4.54K | Neu | $430,265 | 0.0% | New | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 3.46K | -25.8% | $327,244 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 2.31K | Neu | $218,661 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.88K | +101.4% | $177,759 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.57K | -2.1% | $148,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 1.20K | 0.0% | $113,626 | 0.0% | Held | 3 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 1.05K | +6.0% | $98,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 504 | 0.0% | $47,711 | 0.0% | Held | 5 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 133 | -11.3% | $12,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 34 | 0.0% | $3,219 | 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
| Wealth Enhancement Advisory… | $482,207 | 0.0% |
| Jane Street Group, Llc | $430,265 | 0.0% |
| Mercer Global Advisors Inc… | $218,661 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $6.04M | war 0.0% |
| GAMCO Investors | $3.53M | war 0.0% |
| HighTower Advisors, LLC | $601,058 | war 0.0% |
| TD Waterhouse Canada Inc. | $12,558 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 153 Inhaber, 4.77M Anteile, $376.68M 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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