WTAI
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.1% ·
Aktienfluss +7.8% ·
neue Nettopositionen +3.3%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +2 | 2.91M | $137.91M | +6 | −5 |
| Q1 2026 | 30 | +2 | 2.71M | $76.19M | +2 | n/a |
| Q4 2025 | 28 | +1 | 1.98M | $57.78M | +1 | n/a |
| Q3 2025 | 3 | 0 | 23.40K | $668,920 | n/a | n/a |
| Q2 2025 | 2 | -1 | 19.24K | $472,583 | n/a | −1 |
| Q1 2025 | 2 | +1 | 65.44K | $1.24M | +1 | n/a |
| Q4 2024 | 1 | -1 | 19.22K | $422,884 | n/a | −1 |
| Q3 2024 | 2 | 0 | 72.58K | $1.45M | +1 | −1 |
| Q2 2024 | 2 | n/a | 84.37K | $1.76M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 908.34K | +27.2% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 328.11K | +16.3% | $15.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 240.09K | -40.0% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 227.29K | -11.8% | $10.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 204.19K | Neu | $9.69M | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 181.41K | +50.8% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 141.22K | -11.4% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 120.27K | +1.7% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 99.56K | +5.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 95.23K | -8.3% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 70.64K | -24.5% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 65.32K | +0.5% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 60.03K | +26.4% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 31.42K | Neu | $1.49M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 27.05K | +63.5% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 24.26K | +0.7% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 18.43K | +38.3% | $874,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 17.40K | +0.8% | $826,014 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 16.00K | +6.7% | $759,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.85K | +4.5% | $420,119 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Cerity Partners LLC | 7.93K | 0.0% | $376,627 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 5.51K | Neu | $261,797 | 0.0% | New | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 5.31K | Neu | $252,160 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.42K | +39.8% | $162,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.00K | 0.0% | $94,940 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.81K | +216.6% | $86,128 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | UBS Group AG | 979 | -75.5% | $46,473 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Us Bancorp \De\ | 806 | Neu | $38,261 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 211 | -85.6% | $10,007 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Citigroup Inc | 79 | Neu | $3,750 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Jane Street Group, Llc | $9.69M | 0.0% |
| Marshall Wace | $1.49M | 0.0% |
| Goldman Sachs Group | $261,797 | 0.0% |
| Lido Advisors, LLC | $252,160 | 0.0% |
| Us Bancorp \De\ | $38,261 | 0.0% |
| Citigroup Inc | $3,750 | 0.0% |
Ausgestiegen
| Susquehanna International… | $3.08M | war 0.0% |
| Citadel Advisors | $434,742 | war 0.0% |
| HighTower Advisors, LLC | $264,548 | war 0.0% |
| D. E. Shaw & Co. | $221,995 | war 0.0% |
| Simplex Trading, Llc | $40,453 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 119 Inhaber, 5.50M Anteile, $151.12M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.