RIV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.6% ·
Aktienfluss +5.7% ·
neue Nettopositionen +5.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 4.17M | $48.67M | +2 | −1 |
| Q1 2026 | 19 | -1 | 3.97M | $44.01M | — | −1 |
| Q4 2025 | 19 | 0 | 3.78M | $44.35M | — | — |
| Q3 2025 | 2 | 0 | 1.78M | $21.41M | — | — |
| Q2 2025 | 1 | — | 5.53K | $67,773 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.87M | -1.3% | $21.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.87M | -1.3% | $21.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 595.64K | +11.4% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 331.85K | +3.0% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 292.22K | +0.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 292.22K | +0.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 199.89K | -2.6% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 177.19K | +2.6% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 169.71K | +183.4% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 169.71K | +183.4% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 118.79K | -3.2% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 99.57K | -3.0% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Nomura Holdings Inc | 83.86K | 0.0% | $977,854 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Creative Planning | 68.14K | Neu | $794,489 | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 56.87K | -7.8% | $663,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 21.71K | 0.0% | $253,104 | 0.0% | Held | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 19.28K | 0.0% | $224,805 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 18.85K | +0.3% | $219,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passiv) | 15.37K | 0.0% | $179,249 | 0.0% | Held | 5 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 12.97K | Neu | $151,265 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 12.45K | +1.3% | $145,109 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 11.00K | 0.0% | $128,260 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Creative Planning | $794,489 | 0.0% |
| Citadel Advisors | $151,265 | 0.0% |
Ausgestiegen
| National Bank Of Canada /Fi/ | $29,161 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 56 Inhaber, 9.66M Anteile, $70.67M 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.