Wertpapierdatensatz
SDG
Name ausstehend – Profil wird eingelesen
31Erfasste Halter
-1Δ Inhaber
286.35KGehaltene Aktien
$25.59MGemeldeter Wert
+1Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.1% ·
Aktienfluss +4.3% ·
neue Nettopositionen -3.2%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | — |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | — |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | — |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | — | — |
| Q2 2024 | 1 | — | 20.60K | $1.55M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 25.16K | -0.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 20.58K | +2.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 12.86K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 12.61K | -3.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 10.48K | -6.3% | $937,684 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.23K | -8.4% | $915,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 9.31K | +14.5% | $832,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 9.12K | +257.7% | $804,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 8.30K | +5.2% | $742,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 7.63K | Neu | $682,707 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 6.87K | -7.6% | $614,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 6.68K | +3.3% | $597,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 6.55K | -5.1% | $585,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.46K | -3.6% | $487,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 5.32K | +22.6% | $475,313 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Us Bancorp \De\ | 5.00K | 0.0% | $447,153 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Mariner, LLC | 4.32K | -2.9% | $385,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.46K | -2.6% | $130,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 1.24K | +1.9% | $110,447 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 600 | 0.0% | $53,658 | 0.0% | Held | 2 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 584 | 0.0% | $51,827 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 162 | +16100.0% | $14,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 159 | +160.7% | $14,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 124 | 0.0% | $11,067 | 0.0% | Held | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 116 | 0.0% | $10,374 | 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
| Mercer Global Advisors Inc… | $682,707 | 0.0% |
Ausgestiegen
| Raymond James Financial Inc | $243,349 | war 0.0% |
| Wealthfront Advisers LLC | $205,012 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 100 Inhaber, 793.12K Anteile, $59.24M 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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