Wertpapierdatensatz · archiviertes Quartal
IBMQ
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
0Δ Inhaber
11.07MGehaltene Aktien
$283.16MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.5% · 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 | 36 | +2 | 10.37M | $265.20M | +2 | — |
| Q1 2026 | 35 | +2 | 10.11M | $258.17M | +3 | −1 |
| Q4 2025 | 33 | 0 | 11.07M | $283.16M | — | — |
| Q3 2025 | 5 | +1 | 405.41K | $10.39M | +1 | — |
| Q2 2025 | 2 | -1 | 2.19K | $55,725 | — | −1 |
| Q1 2025 | 1 | +1 | 22.22K | $561,919 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 3.90M | — | $99.81M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.27M | — | $58.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.27M | — | $58.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.27M | — | $58.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Us Bancorp \De\ | 772.02K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Us Bancorp \De\ | 772.02K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 766.91K | — | $19.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 533.32K | — | $13.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 533.32K | — | $13.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 438.51K | +18.0% | $11.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 438.51K | +18.0% | $11.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 353.69K | — | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 294.48K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 292.82K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 220.66K | — | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 213.65K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 155.43K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 155.43K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 126.43K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 126.43K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 104.78K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 95.77K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 76.53K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 64.81K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 63.52K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 45.07K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 45.07K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 44.20K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 41.35K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 37.08K | — | $948,298 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 35.00K | — | $895,125 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 21.18K | — | $541,809 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 21.18K | — | $541,809 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 20.88K | — | $534,002 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 19.23K | — | $491,794 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 17.64K | — | $451,015 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 15.01K | -32.8% | $383,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 12.37K | — | $316,363 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 8.36K | -1.2% | $213,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.96K | -30.0% | $50,228 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.51K | — | $38,647 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passiv) | 150 | 0.0% | $3,836 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter 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): 184 Inhaber, 20.58M Anteile, $510.35M 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 ·
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