Wertpapierdatensatz · archiviertes Quartal
SYLD
Name ausstehend – Profil wird eingelesen
32Erfasste Halter
+3Δ Inhaber
3.46MGehaltene Aktien
$273.88MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.3% ·
Aktienfluss +1.8% ·
neue Nettopositionen +9.4%
— 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 | 32 | +3 | 3.46M | $273.88M | +5 | −2 |
| Q1 2026 | 30 | +2 | 3.53M | $265.92M | +3 | −1 |
| Q4 2025 | 28 | -1 | 3.63M | $252.38M | — | −1 |
| Q3 2025 | 7 | +1 | 783.15K | $53.77M | +1 | — |
| Q2 2025 | 3 | 0 | 40.20K | $2.61M | — | — |
| Q1 2025 | 2 | +1 | 41.41K | $2.64M | +1 | — |
| Q4 2024 | 1 | -1 | 7.05K | $482,508 | +1 | −2 |
| Q3 2024 | 2 | 0 | 24.16K | $1.75M | — | — |
| Q2 2024 | 2 | — | 10.51K | $717,896 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 699.52K | +3.5% | $55.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 699.52K | +3.5% | $55.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 699.52K | +3.5% | $55.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 425.13K | +3.5% | $33.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 414.03K | 0.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 414.03K | 0.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 414.03K | 0.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 390.12K | +2.9% | $30.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 242.56K | -2.4% | $19.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 242.56K | -2.4% | $19.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 238.54K | -4.9% | $18.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 195.04K | -1.6% | $15.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 153.78K | +3.0% | $12.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 94.47K | -1.1% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 94.47K | -1.1% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 88.30K | +6.7% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 71.43K | +49.9% | $5.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 62.40K | +38.1% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 62.40K | +38.1% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 62.40K | +38.1% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 60.21K | -21.0% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 60.21K | -21.0% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 54.41K | -18.9% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 54.41K | -18.9% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 41.32K | +3.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 34.90K | Neu | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 30.91K | -0.4% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 28.67K | +36.8% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 24.70K | +0.1% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 24.70K | 0.0% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 23.90K | -9.9% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 18.15K | +6.3% | $1.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 16.95K | -10.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 6.64K | +2.2% | $524,821 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 6.40K | Neu | $506,156 | 0.0% | New | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 5.62K | Neu | $444,820 | 0.0% | New | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 3.23K | Neu | $255,289 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.27K | +146.6% | $179,578 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.89K | -0.4% | $149,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 958 | +21.4% | $76,257 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Assetmark, Inc | 657 | +122.0% | $51,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | BlackRock ✦ (passiv) | 500 | Neu | $39,543 | 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
| Two Sigma Investments | $2.76M | 0.0% |
| Quantinno Capital Management… | $506,156 | 0.0% |
| Corient Private Wealth LP | $444,820 | 0.0% |
| Mercer Global Advisors Inc… | $255,289 | 0.0% |
| BlackRock | $39,543 | 0.0% |
Ausgestiegen
| Susquehanna International… | $3.00M | war 0.0% |
| Citadel Advisors | $485,640 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 164 Inhaber, 7.90M Anteile, $572.31M 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 ·
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