Wertpapierdatensatz
SPYI
Name ausstehend – Profil wird eingelesen
49Erfasste Halter
+5Δ Inhaber
12.91MGehaltene Aktien
$685.32MGemeldeter Wert
+8Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.4% ·
Aktienfluss +25.5% ·
neue Nettopositionen +10.2%
— 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 | 49 | +5 | 12.91M | $685.32M | +8 | −3 |
| Q1 2026 | 45 | +1 | 10.30M | $507.33M | +5 | −4 |
| Q4 2025 | 43 | 0 | 8.73M | $458.72M | — | — |
| Q3 2025 | 6 | -1 | 532.41K | $27.85M | — | −1 |
| Q2 2025 | 5 | +1 | 390.24K | $19.64M | +1 | — |
| Q1 2025 | 2 | 0 | 72.43K | $3.47M | — | — |
| Q4 2024 | 2 | 0 | 250.55K | $12.73M | — | — |
| Q3 2024 | 2 | 0 | 167.59K | $8.59M | +1 | −1 |
| Q2 2024 | 2 | — | 236.63K | $11.87M | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.26M | +22.2% | $279.11M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.24M | +17.2% | $66.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | UBS Group AG | 1.03M | +10.4% | $54.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Mml Investors Services, Llc | 882.85K | +77.5% | $46.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 782.15K | +45.7% | $41.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 736.41K | +60.1% | $39.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 709.32K | +62.9% | $37.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 671.99K | -2.5% | $35.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 142.80K | +140.2% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Northwestern Mutual Wealth… | 133.02K | +14.2% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 125.00K | +12.8% | $6.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 124.34K | Neu | $6.60M | 0.0% | New | 1 | SEC ↗ |
| 13 | Principal Financial Group Inc | 119.17K | +126.7% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 100.64K | +88.2% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 91.03K | +51.5% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 82.35K | +51.0% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 76.45K | +21.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 62.35K | +16.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 60.73K | +48.1% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 47.20K | Neu | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 42.34K | +56.8% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 41.18K | +61.5% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 38.94K | +743.2% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 37.95K | -7.7% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 30.00K | -91.3% | $1.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 24.58K | +1.6% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Bank Of America Corp /De/ | 22.64K | 0.0% | $1.20M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 21.26K | Neu | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 20.91K | +63.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 17.08K | +32.5% | $906,661 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Captrust Financial Advisors | 16.31K | +13.0% | $865,895 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 14.07K | +115.9% | $747,179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 13.83K | +89.5% | $734,447 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 13.51K | +169.4% | $717,369 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 10.84K | +1.5% | $575,526 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 10.11K | 0.0% | $536,849 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 8.29K | +11.8% | $440,329 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | AQR Capital Management ✦ | 7.63K | Neu | $404,943 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 7.52K | Neu | $399,155 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 4.91K | Neu | $260,823 | 0.0% | New | 1 | SEC ↗ |
| 41 | Simplex Trading, Llc | 4.74K | +67.1% | $251,858 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 4.42K | Neu | $229,692 | 0.0% | New | 1 | SEC ↗ |
| 43 | BlackRock ✦ (passiv) | 3.87K | 0.0% | $205,359 | 0.0% | Held | 5 | SEC ↗ ×2 |
| 44 | Us Bancorp \De\ | 3.56K | +36.8% | $189,160 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Pnc Financial Services Group, Inc. | 3.23K | +1.8% | $171,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 595 | +157.6% | $31,388 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 47 | Assetmark, Inc | 337 | +108.0% | $17,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 20 | Neu | $1,062 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 4 | -60.0% | $212 | 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
| Citadel Advisors | $6.60M | 0.0% |
| Renaissance Technologies | $2.51M | 0.0% |
| Jane Street Group, Llc | $1.13M | 0.0% |
| AQR Capital Management | $404,943 | 0.0% |
| Fidelity (FMR) | $399,155 | 0.0% |
| Mercer Global Advisors Inc… | $260,823 | 0.0% |
| Jones Financial Companies Lllp | $229,692 | 0.0% |
| National Bank Of Canada /Fi/ | $1,062 | 0.0% |
Ausgestiegen
| Susquehanna International… | $4.82M | war 0.0% |
| Mirae Asset Global… | $691,180 | war 0.0% |
| Fisher Asset Management | $210,281 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 388 Inhaber, 26.35M Anteile, $1.28B 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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