CVIE
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +27.8% ·
Aktienfluss +24.6% ·
neue Nettopositionen +20.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 1.78M | $151.59M | +1 | −3 |
| Q1 2026 | 23 | +5 | 1.88M | $136.98M | +6 | −1 |
| Q4 2025 | 18 | +1 | 1.51M | $107.84M | +1 | — |
| Q3 2025 | 2 | 0 | 21.64K | $1.48M | — | — |
| Q2 2025 | 1 | — | 91 | $5,924 | — | — |
| Q2 2024 | 1 | — | 11.33K | $638,610 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 790.05K | +4.5% | $57.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 368.71K | -0.1% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 200.00K | +222.5% | $14.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 95.72K | +306.8% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 95.72K | +306.8% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 88.88K | -25.8% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 84.96K | +87.5% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 84.96K | +87.5% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 75.79K | +645.1% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 51.47K | +16.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 27.19K | +84.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 19.20K | Neu | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 13 | Creative Planning | 17.86K | +20.3% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cwm, Llc | 14.36K | +11.7% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 12.44K | -10.2% | $904,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 12.44K | -10.2% | $904,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 9.37K | -6.0% | $681,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 7.38K | -18.5% | $536,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 7.14K | Neu | $519,224 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 4.85K | +46.0% | $352,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 4.66K | Neu | $338,808 | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 3.70K | +20.6% | $268,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 367 | Neu | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 288 | +238.8% | $20,952 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Fifth Third Bancorp | 121 | Neu | $8,795 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 26 | Neu | $1,822 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $1.40M | 0.0% |
| Stifel Financial Corp | $519,224 | 0.0% |
| LPL Financial LLC | $338,808 | 0.0% |
| Royal Bank Of Canada | $27,000 | 0.0% |
| Fifth Third Bancorp | $8,795 | 0.0% |
| JPMorgan Chase | $1,822 | 0.0% |
Ausgestiegen
| Bank Of America Corp /De/ | $28,164 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 76 Inhaber, 4.01M Anteile, $286.24M 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.