AVIV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.6% ·
Aktienfluss +0.5% ·
neue Nettopositionen +3.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 6.96M | $537.70M | +4 | −3 |
| Q1 2026 | 33 | +4 | 4.98M | $371.85M | +6 | −2 |
| Q4 2025 | 29 | +1 | 3.97M | $283.14M | +2 | −1 |
| Q3 2025 | 3 | -1 | 41.08K | $2.77M | — | −1 |
| Q2 2025 | 2 | 0 | 32.50K | $2.02M | — | — |
| Q1 2025 | 2 | +1 | 76.73K | $4.35M | +1 | — |
| Q4 2024 | 1 | 0 | 21.00K | $1.09M | — | — |
| Q3 2024 | 1 | 0 | 6.09K | $341,925 | +1 | −1 |
| Q2 2024 | 1 | — | 70.66K | $3.71M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 2.61M | — | $186.08M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 251.25K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 166.25K | — | $11.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 163.10K | — | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 128.69K | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 120.00K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 114.28K | — | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Corient Private Wealth LP | 114.28K | — | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 114.28K | — | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 95.28K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 90.68K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 52.45K | +70.7% | $3.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 40.69K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 32.74K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 19.66K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 16.54K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 16.54K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 15.68K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 10.08K | — | $718,019 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 8.38K | — | $597,264 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 7.61K | — | $541,928 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 6.83K | — | $486,572 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 6.50K | — | $462,853 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 4.14K | — | $295,147 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fisher Asset Management ✦ | 3.82K | Neu | $271,956 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.67K | +3.1% | $261,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.67K | +3.1% | $261,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 3.67K | +3.1% | $261,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 1.90K | — | $135,945 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.37K | — | $97,723 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 455 | Neu | $32,410 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 93 | — | $6,624 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 78 | — | $5,556 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 30 | — | $2,137 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Fisher Asset Management | $271,956 | 0.0% |
| JPMorgan Chase | $32,410 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $457,783 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 180 Inhaber, 12.53M Anteile, $925.29M 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.