Wertpapierdatensatz · archiviertes Quartal
SPGM
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
-4Δ Inhaber
5.58MGehaltene Aktien
$478.31MGemeldeter Wert
+1Neue Positionen
−5Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.8% ·
Aktienfluss +30.0% ·
neue Nettopositionen -10.8%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 75.55K | $6.57M | n/a | n/a |
| Q2 2026 | 37 | -4 | 5.58M | $478.31M | +1 | −5 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | n/a |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | n/a | n/a |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | n/a | n/a |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.33K | $385,041 | n/a | n/a |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.27M | +3.2% | $194.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 1.23M | Neu | $105.58M | 0.2% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 846.36K | +3477.5% | $72.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 109.14K | +10.5% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 79.11K | -56.4% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Corient Private Wealth LP | 30.11K | +0.1% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 24.70K | +9.9% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 23.11K | -1.0% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 22.55K | -1.1% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 19.11K | -0.5% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 13.98K | +23.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 8.99K | +8.2% | $770,345 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 7.47K | +12.2% | $640,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 7.41K | +60.5% | $634,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 6.63K | 0.0% | $568,163 | 0.0% | Held | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passiv) | 6.51K | -0.2% | $557,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 6.03K | 0.0% | $516,162 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 5.00K | 0.0% | $427,922 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 4.97K | 0.0% | $425,956 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Fidelity (FMR) ✦ | 2.45K | +7.4% | $210,006 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.63K | +1.6% | $137,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 1.19K | -7.0% | $101,947 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Franklin Resources Inc | 880 | 0.0% | $75,390 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 748 | +0.3% | $64,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citigroup Inc | 542 | +73.7% | $46,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 124 | 0.0% | $10,623 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 20 | 0.0% | $1,713 | 0.0% | Held | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Bank Of Nova Scotia | $105.58M | 0.2% |
Ausgestiegen
| Jane Street Group, Llc | $13.43M | war 0.0% |
| Citadel Advisors | $2.32M | war 0.0% |
| Susquehanna International… | $1.89M | war 0.0% |
| Hrt Financial Lp | $636,000 | war 0.0% |
| Simplex Trading, Llc | $5,375 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 168 Inhaber, 10.50M Anteile, $717.29M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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