Wertpapierdatensatz
RHS
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+2Δ Inhaber
1.91MGehaltene Aktien
$57.44MGemeldeter Wert
+5Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.5% ·
Aktienfluss +8.5% ·
neue Nettopositionen +6.1%
— 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 | 33 | +2 | 1.91M | $57.44M | +5 | −3 |
| Q1 2026 | 32 | -1 | 1.77M | $52.15M | +3 | −4 |
| Q4 2025 | 33 | -2 | 1.91M | $55.42M | — | −2 |
| Q3 2025 | 6 | +2 | 457.97K | $13.38M | +2 | — |
| Q2 2025 | 1 | -1 | 5.84K | $175,058 | — | −1 |
| Q1 2025 | 1 | 0 | 41.92K | $1.29M | — | — |
| Q4 2024 | 1 | -1 | 19.51K | $587,371 | — | −1 |
| Q3 2024 | 2 | +1 | 41.63K | $1.35M | +1 | — |
| Q2 2024 | 1 | — | 12.07K | $369,371 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 320.54K | +1433.8% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 295.49K | -0.9% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 295.49K | -0.9% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 194.13K | -3.4% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 183.41K | -29.0% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 183.41K | -29.0% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 183.41K | -29.0% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 159.07K | -2.7% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 99.02K | -10.4% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 93.14K | +5.1% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 92.58K | -3.9% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 92.58K | -3.9% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 70.00K | Neu | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 58.05K | +9.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 55.49K | -41.6% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.91K | -3.5% | $866,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 28.91K | -3.5% | $866,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 26.99K | -2.0% | $809,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 21.11K | 0.0% | $632,998 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 20.60K | -23.6% | $617,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 20.60K | -23.6% | $617,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 18.19K | +23.1% | $545,321 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 16.13K | -15.3% | $483,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 15.50K | -25.4% | $464,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 15.50K | -25.4% | $464,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 15.50K | -25.4% | $464,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 12.75K | +31.4% | $391,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 11.72K | +21.6% | $351,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 10.61K | -2.7% | $317,965 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 10.61K | -2.7% | $317,965 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Aristotle Capital Management, LLC | 9.03K | Neu | $270,655 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 8.52K | -13.8% | $255,425 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 8.41K | 0.0% | $252,132 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 5.18K | +8.5% | $155,274 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Lazard Asset Management Llc | 3.41K | Neu | $102,153 | 0.0% | New | 1 | SEC ↗ |
| 40 | Lazard Asset Management Llc | 3.41K | Neu | $102,153 | 0.0% | New | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 1.76K | -28.0% | $52,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 448 | +77.8% | $13,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 430 | -11.3% | $12,891 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Franklin Resources Inc | 237 | Neu | $7,105 | 0.0% | New | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 175 | 0.0% | $5,247 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Kayne Anderson Rudnick Investment… | 22 | Neu | $660 | 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
| Bnp Paribas Financial Markets | $2.10M | 0.0% |
| Aristotle Capital Management… | $270,655 | 0.0% |
| Lazard Asset Management Llc | $102,153 | 0.0% |
| Lazard Asset Management Llc | $102,153 | 0.0% |
| Franklin Resources Inc | $7,105 | 0.0% |
| Kayne Anderson Rudnick… | $660 | 0.0% |
Ausgestiegen
| Citadel Advisors | $818,035 | war 0.0% |
| Mariner, LLC | $708,010 | war 0.0% |
| Susquehanna International… | $593,186 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 115 Inhaber, 3.66M Anteile, $96.87M 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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