Wertpapierdatensatz · archiviertes Quartal
ETV
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
0Δ Inhaber
11.77MGehaltene Aktien
$168.96MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.3% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.97K | $209,448 | n/a | n/a |
| Q2 2026 | 34 | -1 | 12.01M | $178.75M | +2 | −4 |
| Q1 2026 | 37 | -1 | 12.13M | $165.84M | +1 | −2 |
| Q4 2025 | 37 | 0 | 11.77M | $168.96M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.91M | $27.26M | +1 | −1 |
| Q2 2025 | 2 | +1 | 45.43K | $630,151 | +2 | −1 |
| Q1 2025 | 1 | +1 | 17.15K | $226,525 | +1 | n/a |
| Q2 2024 | 1 | n/a | 24.62K | $336,596 | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.81M | -0.4% | $26.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.80M | n/a | $25.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 1.51M | n/a | $21.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.11M | n/a | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 701.36K | n/a | $10.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 506.66K | n/a | $7.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 463.96K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mml Investors Services, Llc | 463.50K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 438.11K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 436.65K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 436.17K | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 318.18K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 302.63K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 293.73K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 252.04K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 122.77K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 122.19K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 120.65K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 105.52K | +82.4% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 76.45K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 61.04K | n/a | $876,523 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 47.79K | n/a | $686,272 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 46.76K | n/a | $671,459 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 43.03K | n/a | $617,968 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Focus Partners Wealth | 35.04K | n/a | $493,586 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 32.81K | 0.0% | $471,219 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 28.03K | n/a | $402,489 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 17.96K | n/a | $259,599 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 17.68K | n/a | $253,899 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 12.87K | n/a | $184,756 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 10.18K | n/a | $146,199 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 9.83K | n/a | $141,124 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.55K | n/a | $50,978 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.08K | n/a | $44,157 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 858 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 638 | -50.1% | $9,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 336 | n/a | $4,825 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 178 Inhaber, 21.94M Anteile, $290.49M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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