Wertpapierdatensatz · archiviertes Quartal
ILCB
Name ausstehend – Profil wird eingelesen
41Erfasste Halter
0Δ Inhaber
3.07MGehaltene Aktien
$280.77MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -5.5% · 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 | 42 | 0 | 3.03M | $314.18M | +1 | −2 |
| Q1 2026 | 44 | +3 | 3.03M | $272.41M | +3 | — |
| Q4 2025 | 41 | 0 | 3.07M | $280.77M | — | — |
| Q3 2025 | 5 | 0 | 970.68K | $89.71M | +1 | −1 |
| Q2 2025 | 2 | 0 | 26.66K | $2.29M | +1 | −1 |
| Q1 2025 | 1 | -1 | 58.17K | $4.49M | — | −1 |
| Q4 2024 | 2 | +1 | 65.40K | $5.31M | +1 | — |
| Q3 2024 | 1 | 0 | 6.31K | $499,704 | — | — |
| Q2 2024 | 1 | — | 32.74K | $2.46M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 547.49K | +1.1% | $51.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 514.91K | — | $48.60M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 246.47K | — | $23.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 208.35K | — | $19.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 172.04K | -48.0% | $16.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 165.49K | — | $15.85M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 128.98K | — | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 110.06K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 100.96K | — | $9.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 100.11K | — | $9.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 186.04K | — | $8.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 84.37K | — | $7.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 73.19K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 63.68K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 46.10K | -38.7% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 44.72K | — | $4.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 36.18K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 28.29K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 26.08K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 23.51K | +18.6% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 23.50K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 18.51K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 15.49K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 15.22K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 11.86K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 10.82K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 9.29K | — | $877,173 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 8.32K | — | $786,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 8.11K | — | $765,748 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 6.32K | — | $596,198 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 4.67K | — | $440,795 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 4.56K | +40.4% | $430,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 4.43K | — | $418,385 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 4.38K | — | $413,331 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Jones Financial Companies Lllp | 3.64K | — | $343,750 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 3.51K | — | $331,557 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 2.30K | — | $216,980 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.49K | — | $140,909 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 752 | — | $70,974 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 520 | — | $49,078 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 461 | — | $43,509 | 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
| 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): 180 Inhaber, 5.12M Anteile, $455.14M 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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