Wertpapierdatensatz
ROUS
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
+4Δ Inhaber
3.46MGehaltene Aktien
$232.82MGemeldeter Wert
+6Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +16.0% ·
Aktienfluss +19.6% ·
neue Nettopositionen +13.8%
— 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 | 29 | +4 | 3.46M | $232.82M | +6 | −2 |
| Q1 2026 | 26 | -1 | 2.89M | $170.55M | +1 | −2 |
| Q4 2025 | 27 | -1 | 2.76M | $159.28M | — | −1 |
| Q3 2025 | 4 | +1 | 526.99K | $30.30M | +1 | — |
| Q2 2025 | 1 | -1 | 2.45K | $131,684 | — | −1 |
| Q1 2025 | 1 | +1 | 17.74K | $899,798 | +1 | — |
| Q2 2024 | 1 | — | 7.03K | $338,016 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 775.86K | +7.0% | $52.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 524.26K | +16.6% | $35.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 524.26K | +16.6% | $35.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 453.42K | +33.0% | $30.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 453.42K | +33.0% | $30.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 287.29K | -4.8% | $19.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 287.29K | -4.8% | $19.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 287.29K | -4.8% | $19.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 263.72K | +60.4% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 204.47K | +3.6% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 204.47K | +3.6% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 182.95K | +0.9% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 161.99K | +106.4% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 161.99K | +106.4% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 111.70K | +101.2% | $7.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 111.70K | +101.2% | $7.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 105.35K | +5.4% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 101.06K | +15.6% | $6.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 79.93K | +12.5% | $5.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 79.93K | +12.5% | $5.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 48.52K | +71.0% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 46.80K | +24.3% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 27.60K | Neu | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 16.97K | Neu | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 16.73K | +69.8% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 7.98K | Neu | $537,582 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mariner, LLC | 6.98K | -73.5% | $470,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 6.24K | -0.3% | $420,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 5.49K | +2.5% | $369,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citigroup Inc | 5.38K | Neu | $362,545 | 0.0% | New | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 4.27K | +0.2% | $287,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 3.47K | Neu | $233,014 | 0.0% | New | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 3.31K | Neu | $223,123 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.55K | -2.0% | $171,968 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 2.15K | +0.3% | $145,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 1.00K | 0.0% | $67,379 | 0.0% | Held | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 570 | -13.4% | $38,264 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Two Sigma Investments | $1.86M | 0.0% |
| Goldman Sachs Group | $1.14M | 0.0% |
| AQR Capital Management | $537,582 | 0.0% |
| Citigroup Inc | $362,545 | 0.0% |
| Wealth Enhancement Advisory… | $233,014 | 0.0% |
| Lido Advisors, LLC | $223,123 | 0.0% |
Ausgestiegen
| Baird Financial Group, Inc. | $540,688 | war 0.0% |
| Citadel Advisors | $211,717 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 63 Inhaber, 6.19M Anteile, $357.77M 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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