VPLS
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.5% ·
Aktienfluss +30.0% ·
neue Nettopositionen -4.8%
— 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 | 21 | -1 | 4.86M | $376.99M | — | −1 |
| Q1 2026 | 22 | +3 | 3.61M | $279.89M | +5 | −2 |
| Q4 2025 | 18 | -1 | 2.56M | $199.98M | — | −1 |
| Q3 2025 | 3 | +1 | 30.81K | $2.42M | +1 | — |
| Q2 2025 | 1 | -1 | 4.00K | $311,199 | — | −1 |
| Q1 2025 | 2 | 0 | 11.60K | $899,851 | — | — |
| Q4 2024 | 2 | +2 | 7.35K | $558,513 | +2 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.99M | +22.3% | $154.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.99M | +22.3% | $154.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.99M | +22.3% | $154.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 704.77K | +9.5% | $54.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 547.88K | +504.5% | $42.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 547.88K | +504.5% | $42.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 422.45K | +14.9% | $32.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 422.45K | +14.9% | $32.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 298.70K | +78.5% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 298.70K | +78.5% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 239.48K | +49.9% | $18.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 234.71K | +39.0% | $18.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 234.71K | +39.0% | $18.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 170.40K | +14.0% | $13.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 112.01K | +45.6% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 38.69K | +6.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 26.71K | +5.5% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 26.07K | -65.1% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 17.17K | +16409.6% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 14.69K | +182.2% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 6.80K | 0.0% | $527,515 | 0.0% | Held | 7 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.97K | +19.9% | $463,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 4.51K | 0.0% | $350,177 | 0.0% | Held | 2 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 752 | 0.0% | $58,024 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 433 | +0.2% | $33,594 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 433 | +0.2% | $33,594 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Fifth Third Bancorp | 97 | -45.8% | $7,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | 0.0% | $115 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | 0.0% | $115 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Northwestern Mutual Wealth… | $27,156 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 145 Inhaber, 8.81M Anteile, $652.71M 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.