Wertpapierdatensatz · archiviertes Quartal
IYC
Name ausstehend, Profil-Einspeisung läuft
55Erfasste Halter
+2Δ Inhaber
4.08MGehaltene Aktien
$394.90MGemeldeter Wert
+8Neue Positionen
−6Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.8% ·
Aktienfluss -27.8% ·
neue Nettopositionen +3.6%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 8.58K | $818,786 | n/a | n/a |
| Q2 2026 | 52 | -1 | 3.86M | $390.27M | +3 | −5 |
| Q1 2026 | 55 | +2 | 4.08M | $394.90M | +8 | −6 |
| Q4 2025 | 53 | +2 | 5.64M | $582.14M | +2 | n/a |
| Q3 2025 | 9 | 0 | 1.41M | $148.08M | +1 | −1 |
| Q2 2025 | 6 | +2 | 52.83K | $5.26M | +3 | −1 |
| Q1 2025 | 2 | +2 | 58.57K | $5.17M | +2 | n/a |
| Q3 2024 | 3 | 0 | 15.48K | $1.36M | +2 | −2 |
| Q2 2024 | 3 | n/a | 25.07K | $2.04M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 944.44K | -1.7% | $91.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 776.63K | -12.3% | $75.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 507.64K | -7.9% | $49.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 293.61K | -19.9% | $28.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 212.08K | -1.9% | $20.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 194.40K | +3.7% | $18.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 193.84K | -29.2% | $18.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Goldman Sachs Group ✦ | 118.38K | +6.1% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Bnp Paribas Financial Markets | 100.00K | Neu | $9.69M | 0.0% | New | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 60.05K | +27.3% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 53.61K | -87.1% | $5.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 53.49K | -65.3% | $5.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 42.80K | -18.0% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 41.24K | +7.0% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 34.89K | -9.9% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 34.12K | +1152.3% | $3.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passiv) | 32.06K | -16.2% | $3.11M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 31.62K | +2.1% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Commonwealth Equity Services, Llc | 30.74K | -18.9% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 27.72K | -24.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 27.19K | +30.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 24.09K | +81.1% | $2.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Citigroup Inc | 18.04K | +180.6% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 17.95K | -3.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 15.33K | -90.7% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Quantinno Capital Management LP | 15.11K | +38.0% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 14.96K | +3.0% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 13.55K | Neu | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 12.63K | -3.0% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 12.62K | +1.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Cetera Investment Advisers | 12.52K | -56.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 10.44K | -36.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Corient Private Wealth LP | 10.90K | -55.8% | $965,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 8.74K | +67.5% | $847,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 8.38K | +134.5% | $812,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Chevy Chase Trust Holdings, LLC | 7.92K | 0.0% | $767,994 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 7.24K | Neu | $701,507 | 0.0% | New | 1 | SEC ↗ |
| 38 | Cwm, Llc | 6.81K | -2.6% | $660,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 6.56K | +177.5% | $635,817 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 40 | Baird Financial Group, Inc. | 4.33K | +2.0% | $419,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Sei Investments Co | 4.28K | Neu | $414,630 | 0.0% | New | 1 | SEC ↗ |
| 42 | Blair William & Co/Il | 3.98K | +0.1% | $385,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 3.62K | 0.0% | $351,853 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Financial Engines Advisors L.L.C. | 3.34K | +5.5% | $323,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 3.33K | -36.5% | $323,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 3.14K | -11.7% | $304,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Lido Advisors, LLC | 2.73K | +7.6% | $264,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 2.53K | 0.0% | $244,820 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 2.52K | +12.5% | $244,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cerity Partners LLC | 2.51K | Neu | $243,362 | 0.0% | New | 1 | SEC ↗ |
| 51 | First Trust Advisors Lp | 2.10K | Neu | $203,247 | 0.0% | New | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 1.80K | Neu | $174,747 | 0.0% | New | 1 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 1.32K | 0.0% | $128,322 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 996 | +12.8% | $96,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 164 | Neu | $15,895 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Bnp Paribas Financial Markets | $9.69M | 0.0% |
| Hrt Financial Lp | $1.31M | 0.0% |
| Fifth Third Bancorp | $701,507 | 0.0% |
| Sei Investments Co | $414,630 | 0.0% |
| Cerity Partners LLC | $243,362 | 0.0% |
| First Trust Advisors Lp | $203,247 | 0.0% |
| Us Bancorp \De\ | $174,747 | 0.0% |
| UBS AM, a distinct business… | $15,895 | 0.0% |
Ausgestiegen
| Manufacturers Life Insurance… | $62.40M | war 0.1% |
| Two Sigma Investments | $14.82M | war 0.0% |
| Jane Street Group, Llc | $2.68M | war 0.0% |
| Point72 Asset Management | $1.11M | war 0.0% |
| Marshall Wace | $631,774 | war 0.0% |
| Renaissance Technologies | $330,016 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 251 Inhaber, 7.38M Anteile, $605.98M 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: Q1 2026 ·
Methodik ·
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