Wertpapierdatensatz · archiviertes Quartal
IVOV
Name ausstehend – Profil wird eingelesen
39Erfasste Halter
0Δ Inhaber
2.45MGehaltene Aktien
$247.57MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +1.0% · 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 | 38 | -2 | 2.51M | $285.91M | +4 | −6 |
| Q1 2026 | 41 | +2 | 2.56M | $261.39M | +3 | −1 |
| Q4 2025 | 39 | 0 | 2.45M | $247.57M | — | — |
| Q3 2025 | 5 | -1 | 346.46K | $34.91M | — | −1 |
| Q2 2025 | 4 | +1 | 6.84K | $652,796 | +1 | — |
| Q1 2025 | 1 | +1 | 8.63K | $793,962 | +1 | — |
| Q3 2024 | 2 | +2 | 22.82K | $2.18M | +2 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 868.74K | — | $87.75M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 229.35K | — | $23.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 229.35K | — | $23.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 229.35K | — | $23.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 218.68K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 218.68K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 218.68K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 116.35K | — | $11.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 102.86K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 79.89K | — | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 75.55K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 75.55K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 75.55K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 55.49K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 50.34K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 45.93K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 44.99K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 38.66K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Franklin Resources Inc | 28.70K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 27.52K | -43.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 27.52K | -43.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 15.34K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 13.66K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 13.66K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 12.47K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 11.71K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 11.71K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 10.91K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 10.91K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 9.98K | -8.9% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 9.46K | — | $955,798 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 9.21K | — | $930,305 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 7.40K | — | $747,824 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 6.58K | — | $665,036 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 6.26K | — | $632,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 6.26K | — | $632,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 6.26K | — | $632,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 5.59K | — | $565,050 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.52K | +18.2% | $254,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 2.52K | — | $254,039 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 2.50K | — | $252,127 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cerity Partners LLC | 2.38K | — | $239,923 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 1.88K | — | $189,495 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 1.14K | — | $114,747 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 936 | — | $94,601 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | BlackRock ✦ (passiv) | 878 | +575.4% | $88,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Assetmark, Inc | 346 | — | $34,949 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 200 | — | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 100 | — | $10,130 | 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): 163 Inhaber, 6.31M Anteile, $640.51M 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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