Bewertung & Kennzahlen 07–12

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

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Wert · Branchenmedian · Urteil im Verhältnis zum Median

Institutionelle Eigentümer (13F) 189 Einreicher · $842.2M 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 189
Gehaltener Wert $842.2M
Neue Positionen 42
Geschlossene Positionen 5
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
42 (+5 vs. Vorquartal) 5 (-11 vs. Vorquartal) 93 (+20 vs. Vorquartal) 27 (+5 vs. Vorquartal) +8.7M

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
ENVESTNET ASSET MANAGEMENT INC $115.501.052 3.414.161 13,71% Aktien
LPL Financial LLC $99.510.845 2.941.497 11,82% Aktien
AMERIPRISE FINANCIAL INC $68.957.906 2.038.233 8,19% Aktien
FMR LLC $61.508.994 1.818.179 7,30% Aktien
Cetera Investment Advisers $41.539.391 1.227.887 4,93% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34.560.144 1.021.583 4,10% Aktien
FUKOKU MUTUAL LIFE INSURANCE Co $24.932.710 737.000 2,96% Aktien
EWG Elevate Inc. $23.355.646 735.843 2,77% Aktien
Avior Wealth Management, LLC $23.035.055 680.906 2,74% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $20.681.881 611.347 2,46% Aktien
JPMORGAN CHASE & CO $20.622.909 613.047 2,45% Aktien
OSAIC HOLDINGS, INC. $20.155.711 595.790 2,39% Aktien
Envestnet Portfolio Solutions, Inc. $19.235.163 568.583 2,28% Aktien
Vestmark Advisory Solutions, Inc. $17.737.441 524.311 2,11% Aktien
ASSETMARK, INC $14.139.622 417.961 1,68% Aktien
Patriot Financial Group Insurance Agency, LLC $10.874.181 321.436 1,29% Aktien
MML INVESTORS SERVICES, LLC $10.727.060 317.087 1,27% Aktien
Decker Wealth Management LLC $10.380.668 306.848 1,23% Aktien
Arax Advisory Partners $10.270.857 303.602 1,22% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $8.348.054 247.864 0,99% Aktien
Diversify Advisory Services, LLC $8.348.054 247.864 0,99% Aktien
Equitable Holdings, Inc. $8.192.726 242.173 0,97% Aktien
U.S. Capital Wealth Advisors, LLC $8.077.133 262.159 0,96% Aktien
SOUTHERN CAPITAL SERVICES INC /ADV $7.592.974 224.445 0,90% Aktien
Next Level Private LLC $6.623.762 195.796 0,79% Aktien
Cornerstone Wealth Group, LLC $6.112.071 180.670 0,73% Aktien
JB Capital LLC $5.696.326 168.381 0,68% Aktien
Sanctuary Advisors, LLC $5.312.057 157.022 0,63% Aktien
WELLS FARGO & COMPANY/MN $4.985.155 147.359 0,59% Aktien
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $4.827.828 142.708 0,57% Aktien
Keeler Thomas Management LLC $4.131.266 122.118 0,49% Aktien
Triad Wealth Partners, LLC $3.708.875 108.036 0,44% Aktien
HighTower Advisors, LLC $3.592.315 106.187 0,43% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $3.571.767 105.580 0,42% Aktien
United Advisor Group, LLC $3.571.640 105.576 0,42% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3.248.791 105.446 0,39% Aktien
Semus Wealth Partners LLC $3.125.715 92.395 0,37% Aktien
Integrated Wealth Concepts LLC $2.976.463 87.983 0,35% Aktien
Kelly Financial Services LLC $2.794.208 82.596 0,33% Aktien
BEACON FINANCIAL GROUP $2.792.021 82.531 0,33% Aktien
BANK OF AMERICA CORP /DE/ $2.727.375 80.620 0,32% Aktien
DRIVE WEALTH MANAGEMENT, LLC $2.680.106 79.223 0,32% Aktien
Flagship Private Wealth, LLC $2.626.470 77.637 0,31% Aktien
3EDGE Asset Management, LP $2.506.668 74.096 0,30% Aktien
ARWA LLC $2.474.882 72.833 0,29% Aktien
Private Advisor Group, LLC $2.378.961 70.321 0,28% Aktien
Founders Financial Alliance, LLC $2.365.022 69.909 0,28% Aktien
Simplicity Wealth,LLC $2.282.312 67.464 0,27% Aktien
Orion Porfolio Solutions, LLC $2.184.710 64.579 0,26% Aktien
ShoreHaven Wealth Partners, LLC $2.124.398 62.796 0,25% Aktien
Cerity Partners LLC $2.097.651 62.004 0,25% Aktien
Sequoia Financial Advisors, LLC $1.896.984 56.074 0,23% Aktien
FIRST HORIZON CORP $1.845.596 54.555 0,22% Aktien
Gotham Asset Management, LLC $1.821.340 53.838 0,22% Aktien
Sovran Advisors, LLC $1.800.989 53.394 0,21% Aktien
BETO FINANCIAL GROUP, LLC $1.679.615 49.855 0,20% Aktien
Confluence Wealth Services, Inc. $1.579.119 46.679 0,19% Aktien
Invst, LLC $1.522.244 44.997 0,18% Aktien
Stratos Wealth Partners, LTD. $1.502.174 44.403 0,18% Aktien
Quadrant Private Wealth Management, LLC $1.430.299 42.279 0,17% Aktien
SHEETS SMITH WEALTH MANAGEMENT $1.356.218 40.089 0,16% Aktien
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $1.319.186 38.675 0,16% Aktien
Embree Financial Group $1.244.383 36.783 0,15% Aktien
Integrated Advisors Network LLC $1.217.750 35.996 0,14% Aktien
CreativeOne Wealth, LLC $1.132.869 33.487 0,13% Aktien
Detalus Advisors, LLC $1.122.752 33.188 0,13% Aktien
NewEdge Advisors, LLC $1.030.304 30.456 0,12% Aktien
GTS SECURITIES LLC $935.027 27.639 0,11% Aktien
Snowden Capital Advisors LLC $931.230 27.527 0,11% Aktien
Synergy Investment Management, LLC $921.463 27.238 0,11% Aktien
Skyline Advisors, Inc. $897.986 26.544 0,11% Aktien
Gladstone Institutional Advisory LLC $864.693 25.560 0,10% Aktien
Avantra Family Wealth, Inc. $808.199 23.890 0,10% Aktien
NorthRock Partners, LLC $717.636 21.213 0,09% Aktien
RDA Financial Network $707.487 20.913 0,08% Aktien
Dynasty Wealth Management, LLC $698.360 20.643 0,08% Aktien
RAYMOND JAMES FINANCIAL INC $691.891 20.452 0,08% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $686.580 20.295 0,08% Aktien
Transamerica Financial Advisors, LLC $685.437 20.261 0,08% Aktien
PMG Family Office LLC $678.089 20.044 0,08% Aktien
BlackRock, Inc. $676.600 20.000 0,08% Aktien
V2 Financial group LLC $674.668 19.943 0,08% Aktien
OneDigital Investment Advisors LLC $657.715 19.442 0,08% Aktien
EHRLICH FINANCIAL GROUP $644.732 19.058 0,08% Aktien
Sunbelt Securities, Inc. $642.276 20.846 0,08% Aktien
SigFig Wealth Management, LLC $634.484 18.861 0,08% Aktien
Perennial Investment Advisors, LLC $628.417 18.576 0,07% Aktien
Kingsview Wealth Management, LLC $601.231 17.772 0,07% Aktien
GeoWealth Management, LLC $593.997 17.559 0,07% Aktien
Mariner, LLC $586.172 17.327 0,07% Aktien
Clarity Wealth Advisors, LLC $581.876 17.200 0,07% Aktien
MGO ONE SEVEN LLC $554.893 16.402 0,07% Aktien
OpenArc Corporate Advisory, LLC $541.686 16.012 0,06% Aktien
Security Financial Services, INC. $537.254 15.881 0,06% Aktien
Summit X, LLC $534.853 17.763 0,06% Aktien
HARBOUR INVESTMENTS, INC. $525.414 15.531 0,06% Aktien
Per Stirling Capital Management, LLC. $509.006 15.046 0,06% Aktien
Atria Wealth Solutions, Inc. $508.829 16.899 0,06% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $508.752 15.027 0,06% Aktien
Wealth Quarterback LLC $504.185 14.903 0,06% Aktien
Summit Financial, LLC $504.066 14.900 0,06% Aktien
Creative Planning $502.697 14.860 0,06% Aktien
Encompass More Asset Management $466.144 13.779 0,06% Aktien
Strategic Blueprint, LLC $452.070 13.363 0,05% Aktien
Fortis Advisors, LLC $443.442 13.108 0,05% Aktien
J.W. COLE ADVISORS, INC. $436.958 12.916 0,05% Aktien
Two West Capital Advisors LLC $434.448 12.895 0,05% Aktien
Maxwell Wealth Strategies Inc. $434.239 14.355 0,05% Aktien
Edge Financial Advisors LLC $431.086 13.608 0,05% Aktien
Onyx Bridge Wealth Group LLC $418.310 12.365 0,05% Aktien
Orion Portfolio Solutions, LLC $414.835 14.409 0,05% Aktien
PROEQUITIES, INC. $413.306 13.264 0,05% Aktien
World Investment Advisors $394.614 12.207 0,05% Aktien
Vision Retirement, LLC $376.214 11.121 0,04% Aktien
WEALTH ALLIANCE, LLC $373.063 11.028 0,04% Aktien
Ausdal Financial Partners, Inc. $372.739 11.018 0,04% Aktien
Atlas Private Wealth Advisors $362.115 10.704 0,04% Aktien
Icon Wealth Advisors, LLC $357.008 10.553 0,04% Aktien
LifeGoal Investments, LLC $338.272 9.999 0,04% Aktien
Advyzon Investment Management, LLC $321.486 9.503 0,04% Aktien
Redhawk Wealth Advisors, Inc. $302.669 8.947 0,04% Aktien
SeaCrest Wealth Management, LLC $298.719 8.830 0,04% Aktien
Krasney Financial LLC $289.157 9.385 0,03% Aktien
SAGESPRING WEALTH PARTNERS, LLC $282.582 8.353 0,03% Aktien
Collaborative Wealth Managment Inc. $280.789 8.300 0,03% Aktien
IFG Advisory, LLC $279.845 8.272 0,03% Aktien
West Wealth Group, LLC $279.254 8.254 0,03% Aktien
Calamos Wealth Management LLC $271.993 8.040 0,03% Aktien
Madison Wealth Partners, Inc $271.926 8.038 0,03% Aktien
ELEVATION POINT WEALTH PARTNERS, LLC $265.092 7.836 0,03% Aktien
SILVERLAKE WEALTH MANAGEMENT LLC $264.348 7.814 0,03% Aktien
Tennessee Valley Asset Management Partners $261.805 7.739 0,03% Aktien
Transcendent Capital Group LLC $237.194 7.011 0,03% Aktien
TRUIST FINANCIAL CORP $234.374 6.928 0,03% Aktien
LOCKERMAN FINANCIAL GROUP, INC. $229.097 6.772 0,03% Aktien
WILLNER & HELLER, LLC $216.414 6.397 0,03% Aktien
Gateway Wealth Partners, LLC $212.366 6.277 0,03% Aktien
FIFTH THIRD BANCORP $202.811 5.995 0,02% Aktien
Oregon Pacific Wealth Management, LLC $201.897 5.968 0,02% Aktien
Estate Counselors, LLC $200.037 5.913 0,02% Aktien
Harborfront Financial Group LLC $184.585 5.456 0,02% Aktien
IAG Wealth Partners, LLC $162.249 4.796 0,02% Aktien
Farther Finance Advisors, LLC $148.649 4.394 0,02% Aktien
Spire Wealth Management $136.937 4.048 0,02% Aktien
SHP Wealth Management $131.167 3.877 0,02% Aktien
COMERICA BANK $125.263 3.954 0,01% Aktien
Global Retirement Partners, LLC $104.805 3.098 0,01% Aktien
Rockefeller Capital Management L.P. $82.545 2.440 0,01% Aktien
Arkadios Wealth Advisors $78.840 2.330 0,01% Aktien
Rossby Financial, LCC $67.085 1.983 0,01% Aktien
Aptus Capital Advisors, LLC $60.826 1.798 0,01% Aktien
AE Wealth Management LLC $55.409 1.638 0,01% Aktien
Steward Partners Investment Advisory, LLC $48.884 1.445 0,01% Aktien
US BANCORP \DE\ $37.484 1.108 0,00% Aktien
BANK OF MONTREAL /CAN/ $30.887 913 0,00% Aktien
IFP Advisors, Inc $28.079 830 0,00% Aktien
Qube Research & Technologies Ltd $27.165 803 0,00% Aktien
Concurrent Investment Advisors, LLC $24.527 725 0,00% Aktien
Golden State Wealth Management, LLC $23.033 680 0,00% Aktien
PRIVATE TRUST CO NA $16.543 489 0,00% Aktien
MCF Advisors LLC $11.232 332 0,00% Aktien
Ashton Thomas Private Wealth, LLC $11.164 330 0,00% Aktien
Granite Bay Wealth Management, LLC $10.514 310.798 0,00% Aktien
Larson Financial Group LLC $10.149 300 0,00% Aktien
Portfolio Resources Advisor Group, Inc. $9.506 281 0,00% Aktien
Cornerstone Planning Group LLC $6.628 195 0,00% Aktien
West Branch Capital LLC $6.286 204 0,00% Aktien
Janney Montgomery Scott LLC $5.567 164.563 0,00% Aktien
PARK AVENUE SECURITIES LLC $5.394 159.441 0,00% Aktien
Signature Equity Partners, LLC $5.176 153 0,00% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $5.075 150 0,00% Aktien
Silver Grove Financial Group, Inc. $5.007 148 0,00% Aktien
ROYAL BANK OF CANADA $4.000 109 0,00% Aktien
CWM, LLC $3.728 121 0,00% Aktien
Continuum Advisory, LLC $3.112 92 0,00% Aktien
Meramec Financial Planners, LLC $3.099 92 0,00% Aktien
Godfrey Financial Associates, Inc. $2.706 80 0,00% Aktien
FIDUCIARY FINANCIAL ADVISORS $2.673 79 0,00% Aktien
FTB Advisors, Inc. $2.258 75 0,00% Aktien
UBS Group AG $880 26 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $688 20.332 0,00% Aktien
CoreCap Advisors, LLC $406 12 0,00% Aktien
DHJJ Financial Advisors, Ltd. $339 10 0,00% Aktien
VALICENTI ADVISORY SERVICES INC $322 9.522 0,00% Aktien
Colonial Trust Co / SC $203 6 0,00% Aktien
MORGAN STANLEY $52 1 0,00% Aktien
BESSEMER GROUP INC $52 1.528 0,00% Aktien
Farmers & Merchants Trust Co of Chambersburg PA $10 300 0,00% Aktien
HANTZ FINANCIAL SERVICES, INC. $1 17 0,00% Aktien

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