IMCV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 585.52K | -7.4% | $48.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 448.85K | — | $36.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 338.79K | — | $27.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 291.83K | — | $24.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 261.28K | — | $21.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 235.92K | — | $19.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 225.13K | — | $18.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 217.39K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | UBS Group AG | 193.46K | — | $15.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 118.36K | — | $9.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 97.34K | — | $8.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 96.43K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 93.33K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 56.26K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 46.63K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 45.78K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 44.43K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 28.12K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 24.40K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 34.67K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 17.62K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 17.84K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 16.50K | -10.6% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 15.31K | -39.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Citigroup Inc | 7.92K | — | $652,036 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | First Manhattan Co. Llc. | 7.44K | — | $612,432 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 5.62K | — | $462,959 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.84K | — | $316,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 3.76K | — | $309,244 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.75K | +9.6% | $309,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 3.70K | — | $304,898 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Bank Of Montreal /Can/ | 3.47K | — | $285,384 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 1.50K | 0.0% | $123,507 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 711 | — | $58,542 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 574 | — | $47,303 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 351 | — | $28,888 | 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): 172 Inhaber, 8.02M Anteile, $655.14M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.