Wertpapierdatensatz
SIZE
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
+2Δ Inhaber
1.48MGehaltene Aktien
$264.27MGemeldeter Wert
+2Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.7% ·
Aktienfluss -3.2% ·
neue Nettopositionen +6.2%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 1.48M | $264.27M | +2 | — |
| Q1 2026 | 31 | -3 | 1.53M | $244.32M | +1 | −4 |
| Q4 2025 | 34 | 0 | 1.52M | $244.77M | — | — |
| Q3 2025 | 5 | 0 | 487.29K | $78.35M | — | — |
| Q2 2025 | 2 | -1 | 373.87K | $57.78M | — | −1 |
| Q1 2025 | 1 | +1 | 4.14K | $601,685 | +1 | — |
| Q3 2024 | 1 | +1 | 5.98K | $889,318 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 512.97K | +0.4% | $91.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 512.97K | +0.4% | $91.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 323.56K | -8.2% | $57.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 323.56K | -8.2% | $57.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Lido Advisors, LLC | 109.02K | +5.1% | $19.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Lido Advisors, LLC | 109.02K | +5.1% | $19.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 75.51K | +16.4% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 75.51K | +16.4% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 73.05K | -0.5% | $13.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 72.80K | +8.7% | $12.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 60.34K | -2.2% | $10.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 52.56K | -11.4% | $9.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 40.15K | +35.5% | $7.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 40.15K | +35.5% | $7.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 40.15K | +35.5% | $7.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | LPL Financial LLC | 32.94K | -9.9% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 32.81K | -12.1% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 32.81K | -12.1% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 32.81K | -12.1% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 31.08K | -10.6% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 16.12K | -65.4% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 16.12K | -65.4% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 9.33K | +1.9% | $1.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 9.33K | +1.9% | $1.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Raymond James Financial Inc | 5.42K | -0.5% | $965,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 5.42K | -0.5% | $965,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 5.25K | +25.9% | $935,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 5.24K | -10.2% | $933,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 5.24K | -10.2% | $933,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 4.60K | -20.1% | $819,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 4.04K | +3409.6% | $719,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 3.15K | +7.8% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 2.25K | -74.3% | $402,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 1.81K | -0.8% | $322,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 1.69K | -12.7% | $302,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.65K | -9.3% | $294,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 1.65K | -9.3% | $294,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 1.34K | 0.0% | $239,608 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 1.16K | -32.1% | $206,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Cetera Investment Advisers | 1.15K | -12.2% | $204,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.06K | 0.0% | $189,868 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 265 | 0.0% | $47,319 | 0.0% | Held | 5 | SEC ↗ |
| 43 | Citigroup Inc | 87 | Neu | $15,510 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 65 | 0.0% | $11,588 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Simplex Trading, Llc | 53 | Neu | $9,448 | 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
| Citigroup Inc | $15,510 | 0.0% |
| Simplex Trading, Llc | $9,448 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 69 Inhaber, 1.97M Anteile, $313.72M 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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