XHLF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -8.0% ·
Aktienfluss +10.6% ·
neue Nettopositionen -8.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 1.25M | +29.4% | $63.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 885.37K | -6.4% | $44.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 702.43K | +11.6% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Focus Partners Wealth | 542.92K | +119.1% | $27.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 419.64K | -3.7% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 155.06K | -35.7% | $7.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Cetera Investment Advisers | 151.67K | -0.8% | $7.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 91.98K | -10.5% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 69.42K | +229.7% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 49.77K | +120.2% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 20.43K | -18.1% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 16.81K | -33.5% | $845,543 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 16.39K | +1.5% | $824,296 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Lido Advisors, LLC | 8.21K | -8.4% | $412,864 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 5.62K | -5.1% | $282,580 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 5.59K | -86.2% | $281,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 4.60K | -4.0% | $231,229 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 4.21K | 0.0% | $211,503 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 4.11K | Neu | $206,482 | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 4.01K | Neu | $201,630 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 921 | -13.7% | $46,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 220 | -84.2% | $11,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1 | -50.0% | $70 | 0.0% | ▼ Trim | 5 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Stifel Financial Corp | $206,482 | 0.0% |
| Commonwealth Equity Services… | $201,630 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $3.28M | war 0.0% |
| Wealth Enhancement Advisory… | $879,679 | war 0.0% |
| HighTower Advisors, LLC | $321,486 | war 0.0% |
| Wells Fargo & Company/Mn | $4,781 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 119 Inhaber, 23.83M Anteile, $1.18B 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.