Wertpapierdatensatz · archiviertes Quartal
IGOV
Name ausstehend, Profil-Einspeisung läuft
45Erfasste Halter
-1Δ Inhaber
6.26MGehaltene Aktien
$256.97MGemeldeter Wert
+2Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.2% ·
Aktienfluss +26.2% ·
neue Nettopositionen -2.2%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 61.12K | $2.43M | n/a | n/a |
| Q2 2026 | 46 | +2 | 8.68M | $355.95M | +3 | −1 |
| Q1 2026 | 45 | -1 | 6.26M | $256.97M | +2 | −3 |
| Q4 2025 | 46 | -1 | 4.96M | $206.74M | n/a | −1 |
| Q3 2025 | 8 | +3 | 1.11M | $47.26M | +3 | n/a |
| Q2 2025 | 2 | +1 | 114.71K | $4.94M | +1 | n/a |
| Q1 2025 | 1 | -1 | 89.45K | $3.53M | n/a | −1 |
| Q4 2024 | 2 | +1 | 95.77K | $3.68M | +1 | n/a |
| Q3 2024 | 1 | 0 | 89.45K | $3.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 63.46K | $2.45M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.53M | +6.8% | $62.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 503.82K | +4.0% | $20.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Neuberger Berman Group LLC | 444.88K | +716.6% | $18.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 382.77K | +61.1% | $15.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 308.24K | +22.7% | $12.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 288.24K | +98.4% | $11.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 276.33K | +50.9% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 267.68K | +136.0% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mackenzie Financial Corp | 250.45K | 0.0% | $10.28M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 239.68K | +42.5% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | JPMorgan Chase ✦ | 237.03K | +26.1% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 161.67K | +5.8% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 160.65K | +32.7% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 139.87K | +25.5% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 112.91K | -8.7% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 112.83K | 0.0% | $4.63M | 0.0% | Held | 8 | SEC ↗ |
| 17 | Northern Trust Corp | 110.10K | +1036.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passiv) | 103.67K | -21.8% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Allianz Asset Management GmbH | 67.92K | -34.9% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 60.61K | +39.7% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 48.92K | +5.3% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 46.02K | +51.3% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citigroup Inc | 39.44K | +5.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 37.43K | +2.4% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | TD Waterhouse Canada Inc. | 35.04K | +16.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 31.85K | +58.8% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Focus Partners Wealth | 31.33K | +10.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Manufacturers Life Insurance… | 30.34K | 0.0% | $1.25M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Lazard Asset Management Llc | 27.06K | +97.1% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 25.88K | +291.4% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Osaic Holdings, Inc. | 24.80K | +0.9% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Cerity Partners LLC | 19.07K | -75.6% | $782,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 17.57K | +20.7% | $721,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 16.06K | Neu | $659,588 | 0.0% | New | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 15.81K | +0.5% | $649,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Julius Baer & Co. Ltd, Zurich | 14.88K | -19.2% | $611,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 10.55K | -21.0% | $433,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 9.45K | -30.9% | $387,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 8.25K | -59.8% | $338,867 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Fifth Third Bancorp | 6.61K | Neu | $271,448 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cwm, Llc | 5.12K | 0.0% | $210,179 | 0.0% | Held | 2 | SEC ↗ |
| 42 | DZ BANK AG Deutsche Zentral… | 1.44K | -73.0% | $58,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 1.06K | 0.0% | $43,729 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 846 | 0.0% | $34,761 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 230 | -4.6% | $9,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $659,588 | 0.0% |
| Fifth Third Bancorp | $271,448 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $1.40M | war 0.0% |
| Citadel Advisors | $673,517 | war 0.0% |
| Assetmark, Inc | $94,027 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 143 Inhaber, 10.79M Anteile, $437.65M 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: Q1 2026 ·
Methodik ·
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