Wertpapierdatensatz
XJH
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
+1Δ Inhaber
2.63MGehaltene Aktien
$137.17MGemeldeter Wert
+3Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.0% ·
Aktienfluss +10.6% ·
neue Nettopositionen +2.9%
— 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 | 34 | +1 | 2.63M | $137.17M | +3 | −2 |
| Q1 2026 | 34 | +2 | 2.39M | $108.20M | +5 | −3 |
| Q4 2025 | 31 | 0 | 2.45M | $109.49M | — | — |
| Q3 2025 | 4 | -1 | 34.36K | $1.51M | — | −1 |
| Q2 2025 | 2 | +1 | 47.71K | $1.98M | +1 | — |
| Q3 2024 | 1 | +1 | 38.07K | $1.61M | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 477.86K | +1.3% | $24.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 477.86K | +1.3% | $24.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 405.29K | +1.5% | $21.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 382.79K | +9.0% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mariner, LLC | 382.79K | +9.0% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Franklin Resources Inc | 95.82K | 0.0% | $5.00M | 0.0% | Held | 3 | SEC ↗ |
| 10 | CIBC Bancorp USA Inc. | 95.16K | +612.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | CIBC Bancorp USA Inc. | 95.16K | +612.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 63.18K | +27.6% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 60.40K | +421.3% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 56.06K | +16.8% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 41.33K | +18.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 41.29K | -0.6% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 34.94K | +1.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 34.94K | +1.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 32.64K | +3.0% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 32.64K | +3.0% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 28.31K | -7.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Corient Private Wealth LP | 27.77K | +6.9% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 24.00K | Neu | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 21.64K | +121.9% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 21.64K | +121.9% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 21.33K | +5.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 19.49K | -1.9% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 15.66K | -2.5% | $816,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 13.86K | -12.6% | $723,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 8.54K | -6.0% | $445,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 8.22K | +30.8% | $428,628 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 8.18K | Neu | $426,431 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 8.07K | Neu | $420,746 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 6.23K | -70.9% | $324,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.18K | +7.4% | $112,763 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.18K | +7.4% | $112,763 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 999 | +9.9% | $52,099 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Us Bancorp \De\ | 867 | 0.0% | $45,214 | 0.0% | Held | 3 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 427 | 0.0% | $22,259 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 325 | -40.9% | $16,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 30 | +3.5% | $1,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $1.25M | 0.0% |
| Mercer Global Advisors Inc… | $426,431 | 0.0% |
| Citadel Advisors | $420,746 | 0.0% |
Ausgestiegen
| National Bank Of Canada /Fi/ | $6,294 | war 0.0% |
| Wells Fargo & Company/Mn | $6,216 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 177 Inhaber, 5.46M Anteile, $245.49M 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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