Wertpapierdatensatz · archiviertes Quartal
TY
Name ausstehend – Profil wird eingelesen
38Erfasste Halter
+1Δ Inhaber
3.43MGehaltene Aktien
$118.00MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.7% ·
Aktienfluss +6.0% ·
neue Nettopositionen 0.0%
— 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 | 38 | +1 | 3.43M | $118.00M | +2 | −2 |
| Q1 2026 | 39 | 0 | 3.27M | $103.22M | +1 | −1 |
| Q4 2025 | 39 | +2 | 3.28M | $107.08M | +2 | — |
| Q3 2025 | 2 | -1 | 530.95K | $18.05M | — | −1 |
| Q2 2025 | 1 | 0 | 8.26K | $261,353 | — | — |
| Q1 2025 | 1 | 0 | 11.71K | $359,238 | — | — |
| Q4 2024 | 1 | +1 | 18.49K | $586,011 | +1 | — |
| Q2 2024 | 1 | — | 11.31K | $350,271 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 671.05K | +30.4% | $23.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 543.36K | -1.9% | $18.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Allspring Global Investments… | 445.61K | +21.8% | $15.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 249.34K | -4.5% | $8.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 226.34K | +6.1% | $7.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 187.43K | -5.7% | $6.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 147.47K | -11.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 127.90K | +3.9% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 111.68K | +15.6% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 103.54K | -0.1% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 91.76K | +16.6% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | First Trust Advisors Lp | 83.69K | -1.1% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 80.68K | -2.4% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 50.97K | -12.5% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Bank Of America Corp /De/ | 47.55K | +1.4% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 32.68K | -40.9% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Creative Planning | 26.38K | +1.7% | $908,110 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 18.86K | -16.6% | $649,059 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 18.11K | -20.6% | $623,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 17.81K | -2.9% | $613,020 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 15.91K | +1.9% | $556,691 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 22 | Rockefeller Capital Management L.P. | 15.55K | +0.1% | $535,268 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 12.75K | -18.6% | $438,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 11.80K | +0.3% | $406,181 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 11.07K | Neu | $380,940 | 0.0% | New | 1 | SEC ↗ |
| 26 | Sei Investments Co | 10.85K | -4.3% | $373,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northern Trust Corp | 10.28K | +4.6% | $353,769 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | AQR Capital Management ✦ | 8.67K | 0.0% | $298,525 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 8.62K | +8.4% | $296,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 7.97K | -0.6% | $274,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 6.63K | +1.2% | $228,204 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Bnp Paribas Financial Markets | 6.40K | +94.5% | $220,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.84K | +17.1% | $200,944 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citigroup Inc | 3.29K | +1.5% | $113,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 3.09K | +1.4% | $106,495 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 2.64K | 0.0% | $91,441 | 0.0% | Held | 3 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 1.56K | Neu | $53,764 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 232 | -85.8% | $7,985 | 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
| Mercer Global Advisors Inc… | $380,940 | 0.0% |
| BlackRock | $53,764 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $918,147 | war 0.0% |
| Susquehanna International… | $281,088 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 152 Inhaber, 6.84M Anteile, $212.21M 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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