Bewertung & Kennzahlen 07–12

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Für diese Kennzahlengruppe sind noch keine Daten verfügbar

Noch nicht genügend Fundamentaldaten vorhanden, um diese Kennzahlengruppe zu berechnen.

Wert · Branchenmedian · Urteil im Verhältnis zum Median

Institutionelle Eigentümer (13F) 266 Einreicher · $806.2M gesamt · Stand 30. Juni 2026

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Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Inhaber 266
Gehaltener Wert $806.2M
Neue Positionen 29
Geschlossene Positionen 30
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
29 (-22 vs. Vorquartal) 30 (+11 vs. Vorquartal) 80 (+11 vs. Vorquartal) 85 (-4 vs. Vorquartal) +1.2M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
NEOS Investment Management LLC $108.206.539 2.734.560 13,42% Aktien
Wellspring Financial Advisors, LLC $88.069.428 2.225.662 10,92% Aktien
LPL Financial LLC $45.549.432 1.151.110 5,65% Aktien
Heirloom Wealth Management $39.768.008 1.005.004 4,93% Aktien
Proficio Capital Partners LLC $30.056.566 759.580 3,73% Aktien
EXCHANGE TRADED CONCEPTS, LLC $20.949.466 529.428 2,60% Aktien
Mirae Asset Global Investments Co., Ltd. $20.244.012 511.600 2,51% Aktien
OSAIC HOLDINGS, INC. $19.488.262 492.507 2,42% Aktien
AUGUSTINE ASSET MANAGEMENT INC $15.048.313 380.296 1,87% Aktien
Sonoma Allocations LLC $12.414.549 308.858 1,54% Aktien
COLTON GROOME FINANCIAL ADVISORS, LLC $12.289.598 310.579 1,52% Aktien
Kestra Advisory Services, LLC $11.170.354 282.294 1,39% Aktien
ALERUS FINANCIAL NA $11.139.469 281.513 1,38% Aktien
CLG LLC $10.942.253 276.529 1,36% Aktien
Cetera Investment Advisers $10.871.106 274.731 1,35% Aktien
RAYMOND JAMES FINANCIAL INC $10.112.470 255.559 1,25% Aktien
China Universal Asset Management Co., Ltd. $9.575.940 242.000 1,19% Aktien
GoalVest Advisory LLC $8.753.636 221.219 1,09% Aktien
AMERICAN NATIONAL BANK & TRUST $8.718.743 220.351 1,08% Aktien
ELEVATION POINT WEALTH PARTNERS, LLC $8.254.341 208.601 1,02% Aktien
Vestmark Advisory Solutions, Inc. $8.241.679 208.281 1,02% Aktien
OARSMAN CAPITAL, INC. $8.099.742 204.694 1,00% Aktien
Prospera Financial Services Inc $7.835.261 198.011 0,97% Aktien
JPMORGAN CHASE & CO $7.791.924 196.815 0,97% Aktien
GOLDMAN SACHS GROUP INC $7.648.881 193.300 0,95% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $7.214.380 182.319 0,89% Aktien
Fortis Group Advisors, LLC $7.172.973 181.273 0,89% Aktien
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $7.042.985 177.988 0,87% Aktien
Cutter & CO Brokerage, Inc. $6.911.808 223.828 0,86% Aktien
Marks Group Wealth Management, Inc $6.752.027 170.635 0,84% Aktien
World Investment Advisors $6.436.220 139.349 0,80% Aktien
Winch Advisory Services, LLC $5.742.130 145.113 0,71% Aktien
Rockport Wealth LLC $5.616.092 141.928 0,70% Aktien
HighTower Advisors, LLC $5.579.861 141.012 0,69% Aktien
OLIVER LAGORE VANVALIN INVESTMENT GROUP $5.328.286 172.548 0,66% Aktien
Jump Financial, LLC $5.029.782 127.111 0,62% Aktien
Nikulski Financial, Inc. $4.882.532 123.390 0,61% Aktien
Procyon Advisors, LLC $4.827.778 122.006 0,60% Aktien
Geneos Wealth Management Inc. $4.763.694 120.387 0,59% Aktien
JANE STREET GROUP, LLC $4.629.967 117.007 0,57% Aktien
MGO ONE SEVEN LLC $4.346.969 109.855 0,54% Aktien
Summit Financial, LLC $4.328.008 109.376 0,54% Aktien
Stratos Wealth Partners, LTD. $4.299.914 108.666 0,53% Aktien
Pinion Investment Advisors, LLC $4.106.021 103.766 0,51% Aktien
Cerity Partners LLC $3.989.051 100.810 0,49% Aktien
DEBUSSY CAPITAL MANAGEMENT LP $3.930.261 85.089 0,49% Aktien
Cambridge Advisors Inc. $3.641.429 92.025 0,45% Aktien
WealthTrak Capital Management LLC $3.442.273 86.992 0,43% Aktien
OneDigital Investment Advisors LLC $3.287.284 83.075 0,41% Aktien
Riverwater Partners LLC $3.269.511 82.626 0,41% Aktien
CITADEL ADVISORS LLC $3.166.194 80.015 0,39% Aktien
Mutual Advisors, LLC $3.120.886 78.870 0,39% Aktien
GENTRY PRIVATE WEALTH, LLC $2.886.513 72.947 0,36% Aktien
Tandem Financial, LLC $2.811.449 71.050 0,35% Aktien
NewEdge Advisors, LLC $2.759.889 69.747 0,34% Aktien
MOULTON WEALTH MANAGEMENT, INC $2.748.155 68.483 0,34% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $2.738.686 69.211 0,34% Aktien
Capital Asset Advisory Services LLC $2.738.686 69.211 0,34% Aktien
ENVESTNET ASSET MANAGEMENT INC $2.505.770 63.325 0,31% Aktien
Essex Financial Services, Inc. $2.498.360 63.138 0,31% Aktien
Farther Finance Advisors, LLC $2.444.519 61.777 0,30% Aktien
Paladin Advisory Group, LLC $2.443.329 61.747 0,30% Aktien
Foundations Investment Advisors, LLC $2.368.660 59.860 0,29% Aktien
Equitable Holdings, Inc. $2.342.722 59.205 0,29% Aktien
Global Retirement Partners, LLC $2.285.603 57.761 0,28% Aktien
Merriman Wealth Management, LLC $2.183.987 84.210 0,27% Aktien
MML INVESTORS SERVICES, LLC $2.041.377 51.589 0,25% Aktien
Creative Planning $1.962.112 49.586 0,24% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $1.869.959 47.257 0,23% Aktien
BOOTHBAY FUND MANAGEMENT, LLC $1.847.919 46.700 0,23% Aktien
Mariner, LLC $1.814.166 45.847 0,23% Aktien
Private Advisor Group, LLC $1.714.061 43.317 0,21% Aktien
RENAISSANCE TECHNOLOGIES LLC $1.626.327 41.100 0,20% Aktien
AQR CAPITAL MANAGEMENT LLC $1.586.678 40.098 0,20% Aktien
Apollon Wealth Management, LLC $1.542.478 38.981 0,19% Aktien
Rockefeller Capital Management L.P. $1.531.399 38.701 0,19% Aktien
OPTIMA CAPITAL LLC $1.523.485 38.501 0,19% Aktien
Sowell Financial Services LLC $1.506.707 38.077 0,19% Aktien
RETIREMENT GUYS FORMULA LLC $1.494.044 37.757 0,19% Aktien
SAGESPRING WEALTH PARTNERS, LLC $1.463.654 36.989 0,18% Aktien
Generation Capital Management LLC $1.442.129 36.445 0,18% Aktien
TUDOR INVESTMENT CORP ET AL $1.442.089 36.444 0,18% Aktien
Guidance Point Advisors, LLC $1.412.372 35.693 0,18% Aktien
Walser Wealth Management Company, A Ltd Liability Co $1.380.676 34.892 0,17% Aktien
NORTHBRIDGE FINANCIAL GROUP, LLC $1.359.032 34.345 0,17% Aktien
WESPAC Advisors, LLC $1.329.433 33.597 0,16% Aktien
Regal Investment Advisors LLC $1.252.280 31.647 0,16% Aktien
FOREFRONT WEALTH MANAGEMENT INC. $1.251.013 29.401 0,16% Aktien
Waverly Advisors, LLC $1.244.120 31.441 0,15% Aktien
Exit Wealth Advisors, LLC. $1.239.886 31.334 0,15% Aktien
Corient Private Wealth LP $1.197.388 30.260 0,15% Aktien
MATAURO, LLC $1.193.258 30.156 0,15% Aktien
VISTA INVESTMENT PARTNERS II, LLC $1.180.334 29.829 0,15% Aktien
TCFG Investment Advisors, LLC $1.123.590 28.395 0,14% Aktien
Ipsen Advisor Group LLC $1.101.380 27.834 0,14% Aktien
Sequoia Financial Advisors, LLC $1.007.413 25.459 0,12% Aktien
BARCLAYS PLC $1.001.121 25.300 0,12% Aktien
Haven Private, LLC $954.310 24.117 0,12% Aktien
Intrua Financial, LLC $924.355 23.360 0,11% Aktien
Visionary Wealth Advisors $918.539 23.213 0,11% Aktien
NEUBERGER BERMAN GROUP LLC $870.540 22.000 0,11% Aktien
Allworth Financial LP $853.565 21.571 0,11% Aktien
Mill Creek Capital Advisors, LLC $824.445 17.849 0,10% Aktien
Arete Wealth Advisors, LLC $820.800 20.743 0,10% Aktien
SILVERLAKE WEALTH MANAGEMENT LLC $813.322 20.554 0,10% Aktien
Grey Ledge Advisors, LLC $808.771 20.439 0,10% Aktien
Kovack Advisors, Inc. $806.002 20.369 0,10% Aktien
True North Advisors, LLC $792.191 20.020 0,10% Aktien
StoneX Group Inc. $790.114 18.750 0,10% Aktien
Prostatis Group LLC $789.461 19.951 0,10% Aktien
Strait & Sound Wealth Management LLC $782.299 19.770 0,10% Aktien
TWO SIGMA SECURITIES, LLC $780.756 19.731 0,10% Aktien
WMG Financial Advisors, LLC $779.529 19.700 0,10% Aktien
Simplicity Wealth,LLC $777.788 19.656 0,10% Aktien
Integrated Wealth Concepts LLC $770.709 19.477 0,10% Aktien
CITADEL ADVISORS LLC $767.658 19.400 0,10% Kaufoption
TRUIST FINANCIAL CORP $765.482 19.345 0,09% Aktien
Capital Market Strategies LLC $760.071 23.258 0,09% Aktien
17 CAPITAL PARTNERS, LLC $715.980 18.094 0,09% Aktien
Hilltop National Bank $711.271 17.975 0,09% Aktien
Pathstone Holdings, LLC $706.285 17.849 0,09% Aktien
SAGE RHINO CAPITAL LLC $694.928 17.562 0,09% Aktien
Aveo Capital Partners, LLC $689.791 20.702 0,09% Aktien
Horst & Graben Wealth Management LLC $660.336 16.597 0,08% Aktien
Perigon Wealth Management, LLC $660.051 16.681 0,08% Aktien
Concurrent Investment Advisors, LLC $654.619 16.543 0,08% Aktien
CWA Asset Management Group, LLC $582.431 14.719 0,07% Aktien
JANE STREET GROUP, LLC $565.851 14.300 0,07% Kaufoption
MORGAN STANLEY $541.436 13.683 0,07% Aktien
LANARK FINANCIAL, INC. $538.270 13.603 0,07% Aktien
FOUNDERS FINANCIAL SECURITIES LLC $534.512 13.508 0,07% Aktien
Cresset Asset Management, LLC $530.475 13.406 0,07% Aktien
LEVEL FOUR ADVISORY SERVICES, LLC $519.712 13.134 0,06% Aktien
SLT Holdings LLC $517.971 13.090 0,06% Aktien
B. Riley Wealth Advisors, Inc. $511.302 12.915 0,06% Aktien
Blue Zone Wealth Advisors, LLC $508.475 12.850 0,06% Aktien
First Commonwealth Financial Corp /PA/ $507.208 12.818 0,06% Aktien
MONETA GROUP INVESTMENT ADVISORS LLC $503.805 12.732 0,06% Aktien
Pine Harbor Wealth Management, LLC $498.852 10.800 0,06% Aktien
SECURED RETIREMENT ADVISORS, LLC $494.704 12.502 0,06% Aktien
INSIGNEO ADVISORY SERVICES, LLC $494.625 12.500 0,06% Aktien
CWM, LLC $490.076 10.610 0,06% Aktien
Western Wealth Management, LLC $474.762 11.998 0,06% Aktien
Texas Yale Capital Corp. $467.282 11.809 0,06% Aktien
HORIZON BANCORP INC /IN/ $466.000 11.785 0,06% Aktien
MANNING & NAPIER ADVISORS LLC $457.423 11.554 0,06% Aktien
KANAWHA CAPITAL MANAGEMENT LLC $454.857 11.495 0,06% Aktien
CFO CAPITAL MANAGEMENT LLC $444.579 9.625 0,06% Aktien
Sanctuary Advisors, LLC $435.903 11.016 0,05% Aktien
Snowden Capital Advisors LLC $432.738 10.936 0,05% Aktien
Compound Planning, Inc. $418.809 10.584 0,05% Aktien
FRANKLIN RESOURCES INC $414.812 10.483 0,05% Aktien
OPPENHEIMER & CO INC $406.780 10.280 0,05% Aktien
Clark Capital Management Group, Inc. $398.312 10.066 0,05% Aktien
Pekin Hardy Strauss, Inc. $395.700 10.000 0,05% Aktien
MONECO ADVISORS, LLC $380.861 9.625 0,05% Aktien
LCNB CORP $362.619 9.164 0,04% Aktien
WOLVERINE TRADING, LLC $361.917 9.572 0,04% Aktien
Banco BTG Pactual S.A. $361.037 9.124 0,04% Aktien
Stratos Investment Management, LLC $352.331 8.904 0,04% Aktien
TCFG WEALTH MANAGEMENT, LLC $347.580 7.525 0,04% Aktien
COMERICA BANK $346.655 8.147 0,04% Aktien
Brookstone Capital Management $340.342 8.601 0,04% Aktien
WORLD EQUITY GROUP, INC. $336.069 8.493 0,04% Aktien
PRIMORIS WEALTH ADVISORS, LLC $333.575 8.430 0,04% Aktien
Stratos Wealth Advisors, LLC $329.341 8.323 0,04% Aktien
Focus Partners Advisor Solutions, LLC $327.758 8.283 0,04% Aktien
Sigma Planning Corp $320.438 8.098 0,04% Aktien
S.A. Mason LLC $318.143 8.040 0,04% Aktien
WOLVERINE TRADING, LLC $313.823 8.300 0,04% Kaufoption
First Heartland Consultants, Inc. $310.783 7.854 0,04% Aktien
Vise Technologies, Inc. $304.333 7.691 0,04% Aktien
Hara Capital LLC $296.775 7.500 0,04% Aktien
CROSSPOINT FINANCIAL, LLC $286.091 7.230 0,04% Aktien
PKS Advisory Services, LLC $286.085 7.230 0,04% Aktien
Advisor Resource Council $284.736 6.938 0,04% Aktien
Wealthcare Advisory Partners LLC $283.638 7.168 0,04% Aktien
Spire Wealth Management $275.565 6.964 0,03% Aktien
Friday Financial $270.926 6.678 0,03% Aktien
Aaron Wealth Advisors LLC $265.119 6.700 0,03% Aktien
PFG Advisors $262.151 6.625 0,03% Aktien
UNIQUE WEALTH, LLC $256.018 6.470 0,03% Aktien
FIFTH THIRD BANCORP $253.208 6.399 0,03% Aktien
MAI Capital Management $245.849 6.213 0,03% Aktien
Focus Partners Wealth $243.753 6.160 0,03% Aktien
CITADEL ADVISORS LLC $237.420 6.000 0,03% Verkaufsoption
SUSQUEHANNA INTERNATIONAL GROUP, LLP $231.761 5.857 0,03% Aktien
Atlas Brown,Inc. $228.744 5.781 0,03% Aktien
PALO ALTO WEALTH ADVISORS, LLC $228.312 5.600 0,03% Aktien
Platform Technology Partners $222.785 5.630 0,03% Aktien
Essential Partners LLC $221.117 5.588 0,03% Aktien
FLAGSTAR SECURITIES, INC $220.444 5.571 0,03% Aktien
Trek Financial, LLC $219.614 5.550 0,03% Aktien
Gambit Capital Management, LLC $214.469 5.420 0,03% Aktien
CAPTRUST FINANCIAL ADVISORS $210.671 5.324 0,03% Aktien
GG Group Ventures, LLC $208.725 8.048 0,03% Aktien
WOLVERINE TRADING, LLC $207.955 5.500 0,03% Verkaufsoption
MARINO, STRAM & ASSOCIATES LLC $207.743 5.250 0,03% Aktien
Centerline Wealth Advisors, LLC $207.109 5.234 0,03% Aktien
W1M Asset Management Ltd $201.884 5.100 0,03% Aktien
STIFEL FINANCIAL CORP $197.850 5.000 0,02% Aktien
Arax Advisory Partners $187.827 4.747 0,02% Aktien
Arlington Trust Co LLC $178.540 4.512 0,02% Aktien
FMR LLC $175.367 4.432 0,02% Aktien
Advisory Services Network, LLC $169.280 4.278 0,02% Aktien
Parallel Advisors, LLC $144.628 3.655 0,02% Aktien
PRIVATE TRUST CO NA $121.401 3.068 0,02% Aktien
HOLLENCREST CAPITAL MANAGEMENT $106.839 2.700 0,01% Aktien
Arkadios Wealth Advisors $97.738 2.470 0,01% Aktien
EverSource Wealth Advisors, LLC $96.432 2.437 0,01% Aktien
Fourth Dimension Wealth, LLC $81.395 2.057 0,01% Aktien
BlackRock, Inc. $81.079 2.049 0,01% Aktien
AE Wealth Management LLC $77.241 1.952 0,01% Aktien
Sunbelt Securities, Inc. $71.594 1.550 0,01% Aktien
Darwin Wealth Management, LLC $58.761 1.485 0,01% Aktien
CoreCap Advisors, LLC $47.524 1.201 0,01% Aktien
Anfield Capital Management, LLC $43.881 950 0,01% Aktien
IFG Advisory, LLC $40.520 1.024 0,01% Aktien
ROYAL BANK OF CANADA $40.000 1.000 0,00% Aktien
Larson Financial Group LLC $39.570 1.000 0,00% Aktien
US BANCORP \DE\ $39.570 1.000 0,00% Aktien
Pinnacle Wealth Planning Services, Inc. $35.692 902 0,00% Aktien
PNC Financial Services Group, Inc. $35.613 900 0,00% Aktien
Steward Partners Investment Advisory, LLC $29.836 754 0,00% Aktien
JONES FINANCIAL COMPANIES LLLP $26.446 659 0,00% Aktien
WELLS FARGO & COMPANY/MN $25.818 652 0,00% Aktien
GGM Financial LLC $23.030 582 0,00% Aktien
Tower Research Capital LLC (TRC) $21.210 536 0,00% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $20.706 520 0,00% Aktien
HARBOUR INVESTMENTS, INC. $20.458 517 0,00% Aktien
MCDONALD PARTNERS LLC $19.785 500 0,00% Aktien
Spectrum Wealth Counsel, LLC $16.984 550 0,00% Aktien
MATHER GROUP, LLC. $13.731 347 0,00% Aktien
Clearstead Advisors, LLC $13.058 330 0,00% Aktien
TD Waterhouse Canada Inc. $11.871 300 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $10.469 264.561 0,00% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10.051 254 0,00% Aktien
Kimelman & Baird, LLC $8.904 225 0,00% Aktien
COURAGE CAPITAL MANAGEMENT LLC $7.291 184.254 0,00% Aktien
Investors Research Corp $7.021 152 0,00% Aktien
UBS Group AG $6.569 166 0,00% Aktien
Medallion Wealth Advisors, LLC $5.975 151 0,00% Aktien
Grove Bank & Trust $5.817 147 0,00% Aktien
ALBION FINANCIAL GROUP /UT $3.957 100 0,00% Aktien
Gould Capital, LLC $3.878 98 0,00% Aktien
Virtu Financial LLC $2.988 75.509 0,00% Aktien
Strive Financial Group ,LLC $2.572 65 0,00% Aktien
Tradewinds Capital Management, LLC $1.781 45 0,00% Aktien
Copia Wealth Management $1.543 39 0,00% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $1.504 38 0,00% Aktien
SALEM INVESTMENT COUNSELORS INC $1.188 30 0,00% Aktien
Janney Montgomery Scott LLC $1.175 29.702 0,00% Aktien
JFS WEALTH ADVISORS, LLC $970 21 0,00% Aktien
CIBC Private Wealth Group LLC $953 25 0,00% Aktien
IFP Advisors, Inc $831 21 0,00% Aktien
FLOW TRADERS U.S. LLC $754 19.057 0,00% Aktien
Betterment LLC $683 17.273 0,00% Aktien
Ball & Co Wealth Management Inc. $333 8.429 0,00% Aktien
Investor's Fiduciary Advisor Network, LLC $273 6.915 0,00% Aktien
Imprint Wealth LLC $237 6 0,00% Aktien
Wood Tarver Financial Group, LLC $214 5.416 0,00% Aktien
JTC Employer Solutions Trustee Ltd $198 5.000 0,00% Aktien
Capital Analysts, LLC $148 3.752 0,00% Aktien
BESSEMER GROUP INC $127 3.215 0,00% Aktien
Legacy Investment Solutions, LLC $33 1 0,00% Aktien
Guerra Advisors Inc $23 1 0,00% Aktien

ETF-Besitz Gehalten von 4 ETFs

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Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
IAUI · NEOS ETF Trust 24,16% 2.734.560 NS 30. Juni 2026 N-PORT
TDSB · Exchange Listed Funds Trust 12,68% 138.255 NS 30. April 2026 N-PORT
TDSC · Exchange Listed Funds Trust 10,23% 230.371 NS 30. April 2026 N-PORT
CLSM · Exchange Listed Funds Trust 9,08% 185.360 NS 30. April 2026 N-PORT

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