TPHD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss +6.3% ·
neue Nettopositionen -4.5%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -1 | 1.05M | $44.31M | +1 | −2 |
| Q1 2026 | 24 | +1 | 1.09M | $45.16M | +2 | −1 |
| Q4 2025 | 23 | 0 | 1.14M | $43.91M | +1 | −1 |
| Q3 2025 | 4 | +1 | 60.16K | $2.37M | +1 | — |
| Q2 2025 | 1 | -1 | 361 | $13,644 | — | −1 |
| Q1 2025 | 1 | 0 | 12.03K | $452,644 | — | — |
| Q4 2024 | 1 | +1 | 18.96K | $689,264 | +1 | — |
| Q2 2024 | 1 | — | 16.76K | $586,354 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 617.44K | +18.9% | $26.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 96.56K | -4.7% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 75.96K | +6.5% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 75.96K | +6.5% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 64.47K | +4.2% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 54.25K | -19.6% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 29.49K | +29.4% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 19.45K | +0.4% | $822,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 15.94K | +8.8% | $673,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 15.94K | +8.8% | $673,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 15.94K | +8.8% | $673,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 15.54K | +4.2% | $656,799 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 14.11K | +35.4% | $596,408 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 12.40K | -60.8% | $524,460 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 8.73K | -12.8% | $369,231 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 5.50K | Neu | $232,581 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 5.50K | Neu | $232,581 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 5.25K | +0.2% | $222,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.57K | -25.2% | $193,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 2.81K | 0.0% | $118,807 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.45K | 0.0% | $103,650 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.45K | 0.0% | $103,650 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.54K | +27.7% | $65,306 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Fifth Third Bancorp | 596 | +10.2% | $25,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 481 | 0.0% | $20,404 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 161 | 0.0% | $6,807 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $22 | 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 New York Mellon Corp | $232,581 | 0.0% |
| Bank of New York Mellon Corp | $232,581 | 0.0% |
Ausgestiegen
| Susquehanna International… | $651,544 | war 0.0% |
| Citadel Advisors | $225,040 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 92 Inhaber, 3.73M Anteile, $147.43M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.