IETC
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.1% ·
Aktienfluss -10.2% ·
neue Nettopositionen +5.7%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 238 | $27,494 | n/a | n/a |
| Q2 2026 | 32 | +5 | 853.62K | $91.41M | +5 | n/a |
| Q1 2026 | 28 | -7 | 972.33K | $85.59M | +2 | −9 |
| Q4 2025 | 35 | +2 | 1.18M | $119.73M | +2 | n/a |
| Q3 2025 | 4 | 0 | 300.00K | $30.58M | n/a | n/a |
| Q2 2025 | 2 | -1 | 17.56K | $1.65M | n/a | −1 |
| Q1 2025 | 2 | +1 | 127.10K | $9.53M | +1 | n/a |
| Q4 2024 | 1 | -1 | 35.62K | $3.04M | n/a | −1 |
| Q3 2024 | 2 | +1 | 21.67K | $1.70M | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.41K | $707,444 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 294.70K | n/a | $29.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Assetmark, Inc | 209.47K | n/a | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 99.30K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 83.64K | -59.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 81.51K | n/a | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 74.50K | n/a | $7.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 53.59K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 47.38K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 44.00K | -50.1% | $4.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 28.07K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 22.16K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 22.15K | Neu | $2.25M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 21.77K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 14.74K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 14.12K | Neu | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 12.15K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 10.62K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 7.40K | n/a | $751,685 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 6.09K | n/a | $618,988 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Creative Planning | 5.56K | n/a | $565,289 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 4.09K | n/a | $415,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 3.99K | n/a | $405,039 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 3.66K | n/a | $373,064 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 3.22K | n/a | $330,749 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.81K | -9.3% | $285,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 2.26K | n/a | $229,462 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 2.19K | n/a | $222,279 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 2.07K | n/a | $209,987 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 900 | n/a | $91,431 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 187 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 82 | n/a | $8,330 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passiv) | 62 | 0.0% | $6,299 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 50 | n/a | $5,080 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 20 | n/a | $2,032 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1 | n/a | $97 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $2.25M | 0.0% |
| Goldman Sachs Group | $1.43M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 112 Inhaber, 3.10M Anteile, $275.10M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.