CVLC
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.3% ·
Aktienfluss +7.4% ·
neue Nettopositionen +5.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| 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 | 559.27K | +1.5% | $52.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 290.90K | -2.8% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 216.86K | +0.8% | $20.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 166.89K | +49.3% | $15.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 119.84K | +9.9% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 119.84K | +9.9% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 49.89K | 0.0% | $4.71M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 40.58K | +96.0% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 36.32K | -3.0% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 35.93K | +16.5% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 13.73K | Neu | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 9.64K | 0.0% | $910,544 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.59K | -4.7% | $905,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.59K | -4.7% | $905,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 8.52K | +17.3% | $804,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 8.47K | +27.7% | $800,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 4.39K | Neu | $414,534 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 3.71K | -2.4% | $350,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.09K | Neu | $102,846 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 316 | -11.7% | $29,894 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 212 | +107.8% | $19,867 | 0.0% | ▲ Add | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $1.30M | 0.0% |
| Citadel Advisors | $414,534 | 0.0% |
| Pnc Financial Services Group… | $102,846 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $279,329 | war 0.0% |
| Royal Bank Of Canada | $33,000 | war 0.0% |
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.