UJAN
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +26.7% ·
Aktienfluss -8.5% ·
neue Nettopositionen +15.8%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +4 | 874.13K | $39.63M | +4 | −1 |
| Q1 2026 | 17 | +1 | 1.09M | $46.34M | +3 | −2 |
| Q4 2025 | 16 | -1 | 853.78K | $36.95M | — | −1 |
| Q3 2025 | 3 | +1 | 21.94K | $924,366 | +1 | — |
| Q1 2025 | 1 | 0 | 15.15K | $578,036 | — | — |
| Q4 2024 | 1 | 0 | 13.52K | $526,604 | — | — |
| Q3 2024 | 1 | 0 | 11.42K | $434,607 | — | — |
| Q2 2024 | 1 | — | 11.18K | $414,737 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 189.69K | +0.2% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 122.78K | +2.3% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Truist Financial Corp | 88.96K | -0.2% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 83.36K | -6.4% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 74.18K | -63.4% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 68.61K | +6.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.75K | -3.3% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 55.34K | +12.6% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 48.77K | +36.1% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 27.33K | -0.4% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 18.53K | -0.2% | $840,006 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Hrt Financial Lp | 12.03K | Neu | $545,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 10.42K | +7976.0% | $470,770 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Creative Planning | 9.82K | +0.6% | $445,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 5.52K | Neu | $250,143 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.78K | +17.3% | $126,114 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | UBS Group AG | 180 | Neu | $8,160 | 0.0% | New | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 46 | 0.0% | $2,085 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Barclays Plc | 12 | Neu | $544 | 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
| Hrt Financial Lp | $545,000 | 0.0% |
| Citadel Advisors | $250,143 | 0.0% |
| UBS Group AG | $8,160 | 0.0% |
| Barclays Plc | $544 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $853,176 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 109 Inhaber, 5.85M Anteile, $248.98M 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.