CVLC
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.1% ·
Aktienfluss +0.8% ·
neue Nettopositionen +10.0%
— 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 | 20 | +1 | 1.58M | $149.16M | +3 | −2 |
| Q1 2026 | 20 | 0 | 1.55M | $123.74M | +1 | −1 |
| Q4 2025 | 20 | +2 | 1.51M | $126.82M | +2 | — |
| Q3 2025 | 3 | -1 | 14.12K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 4.59K | $351,564 | — | — |
| Q1 2025 | 1 | 0 | 37.29K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 3.37K | $247,380 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 549.84K | — | $46.32M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 315.42K | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 278.00K | — | $23.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 96.00K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 96.00K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 69.19K | — | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 43.89K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 39.27K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 35.39K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 16.97K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 14.19K | Neu | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.60K | — | $892,842 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.51K | — | $800,995 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.51K | — | $800,995 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.53K | — | $550,003 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 5.67K | Neu | $477,640 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 4.29K | — | $361,218 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 4.29K | — | $361,218 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 3.71K | — | $312,951 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.55K | -67.8% | $299,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 358 | 0.0% | $30,126 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 344 | — | $29,000 | 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
| Goldman Sachs Group | $1.20M | 0.0% |
| Citadel Advisors | $477,640 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 73 Inhaber, 6.55M Anteile, $505.56M 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.