Wertpapierdatensatz
WCMI
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
+1Δ Inhaber
28.94MGehaltene Aktien
$566.47MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.6% ·
Aktienfluss +25.4% ·
neue Nettopositionen +3.4%
— 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 | 29 | +1 | 28.94M | $566.47M | +4 | −3 |
| Q1 2026 | 29 | +6 | 24.62M | $412.97M | +7 | −1 |
| Q4 2025 | 23 | +1 | 18.95M | $323.12M | +1 | — |
| Q3 2025 | 1 | 0 | 642.25K | $10.83M | — | — |
| Q2 2025 | 1 | 0 | 43.90K | $698,449 | — | — |
| Q1 2025 | 1 | +1 | 51.41K | $726,881 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.30M | +20.8% | $142.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 4.77M | +30.2% | $93.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 4.77M | +30.2% | $93.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 4.77M | +30.2% | $93.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 2.85M | +4.1% | $55.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 2.85M | +4.1% | $55.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.85M | +4.1% | $55.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.35M | -4.0% | $45.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.35M | -4.0% | $45.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.35M | -4.0% | $45.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 1.56M | +17.2% | $30.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 1.25M | +43.6% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 1.11M | +5.9% | $21.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 838.74K | +15.1% | $16.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 829.63K | +59.1% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 829.63K | +59.1% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 829.63K | +59.1% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 758.48K | +30.9% | $14.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 714.66K | -32.3% | $13.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 711.56K | +110562.1% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 669.76K | +16.6% | $13.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 466.76K | +1728648.1% | $9.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 461.31K | +2033.4% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 363.21K | Neu | $7.11M | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 251.25K | +50.5% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 109.67K | +8.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 109.59K | +551.1% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 73.18K | +147.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 49.33K | Neu | $965,388 | 0.0% | New | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 48.25K | 0.0% | $944,174 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 33.78K | -1.0% | $661,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 32.54K | +12560.7% | $636,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 26.79K | +111.8% | $524,359 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Hrt Financial Lp | 17.27K | -28.1% | $338,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 10.59K | Neu | $207,188 | 0.0% | New | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 111 | Neu | $2,132 | 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
| Truist Financial Corp | $7.11M | 0.0% |
| Citadel Advisors | $965,388 | 0.0% |
| AQR Capital Management | $207,188 | 0.0% |
| Jones Financial Companies Lllp | $2,132 | 0.0% |
Ausgestiegen
| Lido Advisors, LLC | $383,428 | war 0.0% |
| Us Bancorp \De\ | $11,806 | war 0.0% |
| Fidelity (FMR) | $2,633 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 171 Inhaber, 54.93M Anteile, $899.77M 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 ·
Methodik ·
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