WDIV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +3.3% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 130.84K | +0.1% | $10.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 116.22K | +31.4% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 111.61K | -5.9% | $8.92M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passiv) | 87.60K | 0.0% | $7.00M | 0.0% | Held | 5 | SEC ↗ |
| 5 | Corient Private Wealth LP | 50.95K | 0.0% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 49.33K | +18.4% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 38.09K | -1.6% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 29.43K | -4.3% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Mariner, LLC | 29.02K | -3.7% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citigroup Inc | 25.06K | +57.6% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 19.72K | +0.2% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 15.19K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 13.75K | +0.2% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 12.37K | -1.3% | $988,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 9.75K | -2.9% | $792,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 5.88K | Neu | $470,259 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 5.45K | +77.7% | $435,739 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 4.80K | -6.9% | $383,822 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 4.00K | 0.0% | $319,552 | 0.0% | Held | 2 | SEC ↗ |
| 20 | UBS Group AG | 3.69K | -35.2% | $294,541 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Wells Fargo & Company/Mn | 3.23K | — | $258,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.01K | -0.4% | $240,363 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Stifel Financial Corp | 2.64K | +0.8% | $211,117 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Barclays Plc | 1.88K | 0.0% | $150,227 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.83K | +102.4% | $146,383 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.50K | -7.2% | $120,852 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 789 | -1.4% | $63,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passiv) | 590 | 0.0% | $47,146 | 0.0% | Held | 5 | SEC ↗ |
| 29 | Blair William & Co/Il | 200 | 0.0% | $15,982 | 0.0% | Held | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 144 | 0.0% | $11,461 | 0.0% | Held | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 84 | 0.0% | $6,741 | 0.0% | Held | 4 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 56 | 0.0% | $4,475 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 1 | 0.0% | $80 | 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
| Goldman Sachs Group | $470,259 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $1.49M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 84 Inhaber, 1.36M Anteile, $104.17M 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.