Wertpapierdatensatz · archiviertes Quartal
IVOV
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
-2Δ Inhaber
2.45MGehaltene Aktien
$279.77MGemeldeter Wert
+4Neue Positionen
−7Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.1% ·
Aktienfluss -2.2% ·
neue Nettopositionen -8.1%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 858.07K | -0.5% | $97.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 384.51K | +1.6% | $43.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 215.31K | -3.0% | $24.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 212.07K | +0.8% | $24.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 154.60K | +27.1% | $17.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 107.42K | -0.7% | $12.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 73.53K | -17.5% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 73.50K | +0.4% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 52.84K | -35.6% | $6.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 44.80K | -1.5% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 37.12K | +16.9% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 30.26K | +5.9% | $3.45M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 28.92K | -20.6% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Franklin Resources Inc | 28.70K | 0.0% | $3.27M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 19.78K | +44.3% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 16.00K | +1.4% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 13.48K | +10.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 13.25K | -34.5% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 10.67K | +24.2% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 10.44K | +4.6% | $1.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Creative Planning | 8.88K | -32.4% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 7.82K | +14.4% | $892,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 7.16K | -75.0% | $816,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 6.66K | +1.1% | $759,644 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 6.24K | -0.1% | $711,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | Corient Private Wealth LP | 5.86K | -37.7% | $667,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cibc World Market Inc. | 4.75K | 0.0% | $542,289 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 4.50K | Neu | $513,315 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.55K | +2.3% | $404,485 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Blair William & Co/Il | 2.48K | 0.0% | $282,778 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.23K | +4.3% | $254,148 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 32 | Cerity Partners LLC | 1.93K | -8.7% | $220,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 1.89K | Neu | $215,136 | 0.0% | New | 1 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 1.81K | Neu | $206,695 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citigroup Inc | 1.60K | Neu | $182,512 | 0.0% | New | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 202 | 0.0% | $23,042 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 190 | -79.7% | $21,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $513,315 | 0.0% |
| Northern Trust Corp | $215,136 | 0.0% |
| Gotham Asset Management | $206,695 | 0.0% |
| Citigroup Inc | $182,512 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $5.59M | war 0.0% |
| Goldman Sachs Group | $1.06M | war 0.0% |
| Stifel Financial Corp | $897,526 | war 0.0% |
| Citadel Advisors | $257,730 | war 0.0% |
| UBS AM, a distinct business… | $115,815 | war 0.0% |
| BlackRock | $13,254 | war 0.0% |
| Russell Investments Group… | $10,224 | war 0.0% |
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: 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: Q2 2026 ·
Methodik ·
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