Wertpapierdatensatz
SMDV
Name ausstehend – Profil wird eingelesen
36Erfasste Halter
0Δ Inhaber
3.36MGehaltene Aktien
$258.89MGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.3% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 3.36M | $258.89M | +1 | −1 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | — |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | — | — |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | — | — |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | — | — |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | — | — |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | — | — |
| Q2 2024 | 2 | — | 42.88K | $2.66M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 914.89K | -3.3% | $70.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 914.89K | -3.3% | $70.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 914.89K | -3.3% | $70.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | UBS Group AG | 432.21K | +3.2% | $33.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 432.21K | +3.2% | $33.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 432.21K | +3.2% | $33.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 321.08K | +0.1% | $24.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 321.08K | +0.1% | $24.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 284.37K | -2.2% | $21.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 284.37K | -2.2% | $21.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 276.29K | -0.3% | $21.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 276.29K | -0.3% | $21.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 276.29K | -0.3% | $21.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 254.82K | +3.5% | $19.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 186.95K | -7.2% | $14.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 186.95K | -7.2% | $14.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 186.95K | -7.2% | $14.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 134.08K | -1.8% | $10.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 76.54K | -3.3% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 59.14K | +55.8% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Stifel Financial Corp | 53.19K | +0.6% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 51.87K | -5.2% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 51.87K | -5.2% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 41.10K | -3.8% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 35.27K | -1.5% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 34.86K | -1.3% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 33.11K | +441.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 33.11K | +441.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 32.10K | +20.2% | $2.47M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 31.78K | -1.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 31.78K | -1.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 31.78K | -1.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 22.86K | +29.6% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 16.33K | -0.6% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 12.91K | +5.8% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 11.40K | -10.1% | $878,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 10.34K | -22.8% | $796,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 9.91K | 0.0% | $763,533 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 6.11K | 0.0% | $470,345 | 0.0% | Held | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 4.89K | -3.3% | $376,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 3.49K | -55.6% | $268,604 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 42 | Citigroup Inc | 3.38K | +0.4% | $260,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 2.11K | +4.5% | $162,629 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Us Bancorp \De\ | 1.00K | 0.0% | $77,030 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 976 | -0.6% | $75,208 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Franklin Resources Inc | 735 | 0.0% | $56,617 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 573 | 0.0% | $44,138 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 165 | -18.7% | $12,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 5 | Neu | $332 | 0.0% | New | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 3 | 0.0% | $231 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Bank Of Montreal /Can/ | $332 | 0.0% |
Ausgestiegen
| Russell Investments Group… | $36,871 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 130 Inhaber, 4.94M Anteile, $334.78M 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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