Wertpapierdatensatz · archiviertes Quartal
RWK
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+1Δ Inhaber
3.72MGehaltene Aktien
$544.42MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.9% ·
Aktienfluss +1.8% ·
neue Nettopositionen +2.9%
— 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 | 35 | +1 | 3.72M | $544.42M | +3 | −2 |
| Q1 2026 | 35 | +4 | 3.69M | $473.55M | +5 | −1 |
| Q4 2025 | 31 | +1 | 3.65M | $462.30M | +1 | — |
| Q3 2025 | 5 | 0 | 904.89K | $113.12M | +1 | −1 |
| Q2 2025 | 2 | 0 | 4.05K | $473,817 | — | — |
| Q1 2025 | 1 | +1 | 3.05K | $329,250 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.03M | +6.7% | $150.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.03M | +6.7% | $150.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 642.57K | +2.7% | $93.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 575.48K | -2.4% | $84.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 575.48K | -2.4% | $84.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 322.88K | -1.0% | $47.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 322.88K | -1.0% | $47.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 255.17K | -3.5% | $37.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 255.17K | -3.5% | $37.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 145.72K | +3.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 145.72K | +3.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 127.42K | +4.1% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 119.15K | -5.9% | $17.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 119.15K | -5.9% | $17.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 95.55K | +8.7% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 82.71K | +22.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 76.80K | +2.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 76.80K | +2.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 76.80K | +2.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 41.75K | -11.9% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 39.06K | +3.9% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 32.78K | +8.8% | $4.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 30.68K | +2.3% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 16.24K | +1.2% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 16.24K | +1.2% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.48K | +0.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 12.06K | +41.7% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Stifel Financial Corp | 10.01K | +6.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 7.10K | 0.0% | $1.04M | 0.0% | Held | 4 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 6.43K | 0.0% | $941,175 | 0.0% | Held | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 5.82K | +23.9% | $851,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 4.88K | -22.8% | $713,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 4.41K | -7.1% | $644,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 2.85K | -3.2% | $416,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 2.42K | 0.0% | $353,654 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.26K | -11.5% | $330,693 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.01K | -1.9% | $293,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 2.01K | -1.9% | $293,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 1.51K | -49.9% | $220,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 1.49K | Neu | $217,411 | 0.0% | New | 1 | SEC ↗ |
| 45 | Mariner, LLC | 1.39K | Neu | $203,907 | 0.0% | New | 1 | SEC ↗ |
| 46 | Brown Advisory Inc | 1.39K | Neu | $203,136 | 0.0% | New | 1 | SEC ↗ |
| 47 | Citigroup Inc | 566 | -42.0% | $82,782 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 64 | -76.3% | $9,406 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mercer Global Advisors Inc… | $217,411 | 0.0% |
| Mariner, LLC | $203,907 | 0.0% |
| Brown Advisory Inc | $203,136 | 0.0% |
Ausgestiegen
| Bnp Paribas Financial Markets | $2.57M | war 0.0% |
| Pnc Financial Services Group… | $6,028 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 137 Inhaber, 5.95M Anteile, $755.04M 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 ·
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