Wertpapierdatensatz · archiviertes Quartal
IBDV
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40Erfasste Halter
0Δ Inhaber
39.32MGehaltene Aktien
$867.90MGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.1% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 44.99M | $980.84M | +2 | −2 |
| Q1 2026 | 45 | +5 | 45.28M | $991.08M | +5 | — |
| Q4 2025 | 40 | 0 | 39.32M | $867.90M | +1 | −1 |
| Q3 2025 | 5 | 0 | 4.05M | $89.69M | — | — |
| Q2 2025 | 3 | +1 | 287.18K | $6.31M | +1 | — |
| Q1 2025 | 1 | 0 | 97.63K | $2.12M | — | — |
| Q4 2024 | 1 | 0 | 86.85K | $1.86M | — | — |
| Q3 2024 | 1 | 0 | 137.38K | $3.05M | — | — |
| Q2 2024 | 1 | — | 9.73K | $206,902 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.14M | — | $179.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 6.19M | — | $136.60M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.57M | +22.8% | $78.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 3.55M | — | $78.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 3.03M | — | $66.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 2.34M | — | $51.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | HighTower Advisors, LLC | 2.29M | — | $50.60M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.87M | — | $41.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Us Bancorp \De\ | 1.12M | — | $24.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 957.48K | — | $21.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 857.48K | — | $18.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 695.88K | — | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 616.02K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 604.98K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 599.95K | — | $13.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 467.36K | — | $10.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passiv) | 409.21K | +369.3% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 329.42K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 285.45K | — | $6.31M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 229.84K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 206.49K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 204.84K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 181.40K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 150.43K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | Jones Financial Companies Lllp | 120.96K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 91.18K | +133.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 30.52K | — | $673,555 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 27.56K | — | $608,293 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 24.94K | — | $550,454 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Creative Planning | 24.67K | — | $544,378 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Neuberger Berman Group LLC | 22.33K | — | $492,845 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 22.06K | — | $486,954 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 16.08K | — | $354,824 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | TD Waterhouse Canada Inc. | 12.96K | — | $283,220 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Barclays Plc | 9.79K | — | $216,043 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 5.92K | Neu | $130,558 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 3.29K | — | $71,908 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.51K | -99.8% | $33,444 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 849 | — | $18,742 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 660 | — | $14,564 | 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
| Fidelity (FMR) | $130,558 | 0.0% |
Ausgestiegen
| Citadel Advisors | $8.97M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 332 Inhaber, 105.26M Anteile, $2.27B 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
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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