Wertpapierdatensatz · archiviertes Quartal
IVOG
Name ausstehend – Profil wird eingelesen
47Erfasste Halter
+3Δ Inhaber
2.36MGehaltene Aktien
$345.39MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.8% ·
Aktienfluss +5.5% ·
neue Nettopositionen +6.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +3 | 2.36M | $345.39M | +5 | −2 |
| Q1 2026 | 45 | +2 | 2.24M | $279.94M | +5 | −3 |
| Q4 2025 | 43 | +2 | 1.93M | $231.58M | +3 | −1 |
| Q3 2025 | 5 | 0 | 292.68K | $34.97M | — | — |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | — | — |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | — |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 631.79K | -0.6% | $92.43M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 317.52K | +30.1% | $46.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 317.52K | +30.1% | $46.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 317.52K | +30.1% | $46.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 228.43K | +1.6% | $33.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 228.43K | +1.6% | $33.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 228.43K | +1.6% | $33.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 183.18K | -23.4% | $26.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 157.22K | +22.4% | $23.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 116.06K | -6.6% | $16.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 92.96K | +1.4% | $13.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 92.96K | +1.4% | $13.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 86.81K | +2.1% | $12.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 84.28K | +87.9% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 84.28K | +87.9% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 84.28K | +87.9% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 67.62K | -3.7% | $9.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 51.35K | +34.7% | $7.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 51.35K | +34.7% | $7.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 51.35K | +34.7% | $7.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 33.83K | +1.0% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 31.62K | +1.2% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 27.39K | 0.0% | $4.01M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 26.76K | +57.1% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 26.45K | -5.2% | $3.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 23.75K | +60.4% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.40K | 0.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.40K | 0.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 19.40K | 0.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 19.40K | 0.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 19.40K | 0.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 14.30K | +55.3% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cibc World Market Inc. | 13.46K | +0.5% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 13.00K | +7.5% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 12.40K | 0.0% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Blair William & Co/Il | 11.87K | +0.2% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 11.80K | Neu | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 9.90K | -15.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 9.90K | -15.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Creative Planning | 8.19K | -23.2% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 6.96K | +98.8% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 5.72K | 0.0% | $836,543 | 0.0% | Held | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 5.18K | +10.1% | $757,330 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 4.97K | +2.4% | $727,371 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 5.00K | +8.3% | $709,632 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 4.40K | -2.2% | $643,903 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Corient Private Wealth LP | 3.84K | -49.9% | $562,367 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 3.44K | -63.9% | $503,272 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 3.25K | Neu | $475,555 | 0.0% | New | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 3.19K | -20.6% | $466,161 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $420,439 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $420,439 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $420,439 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $420,439 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 2.73K | -1.2% | $400,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Truist Financial Corp | 2.35K | +35.6% | $344,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 2.34K | -1.4% | $342,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Brown Advisory Inc | 1.52K | Neu | $222,815 | 0.0% | New | 1 | SEC ↗ |
| 59 | Northern Trust Corp | 1.51K | Neu | $221,645 | 0.0% | New | 1 | SEC ↗ |
| 60 | Assetmark, Inc | 590 | 0.0% | $86,317 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Us Bancorp \De\ | 505 | +65.6% | $73,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Us Bancorp \De\ | 505 | +65.6% | $73,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | BlackRock ✦ (passiv) | 75 | Neu | $10,973 | 0.0% | New | 1 | SEC ↗ |
| 64 | Fifth Third Bancorp | 74 | 0.0% | $10,826 | 0.0% | Held | 2 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 39 | -17.0% | $5,640 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Two Sigma Investments | $1.73M | 0.0% |
| Captrust Financial Advisors | $475,555 | 0.0% |
| Brown Advisory Inc | $222,815 | 0.0% |
| Northern Trust Corp | $221,645 | 0.0% |
| BlackRock | $10,973 | 0.0% |
Ausgestiegen
| UBS AM, a distinct business… | $119,529 | war 0.0% |
| Citigroup Inc | $125 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 177 Inhaber, 5.17M Anteile, $630.88M 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: Q2 2026 ·
Methodik ·
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