Wertpapierdatensatz · archiviertes Quartal
IYK
Name ausstehend – Profil wird eingelesen
51Erfasste Halter
+1Δ Inhaber
5.91MGehaltene Aktien
$395.34MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.0% ·
Aktienfluss +5.3% ·
neue Nettopositionen +2.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -5 | 6.60M | $480.19M | +1 | −6 |
| Q1 2026 | 57 | +6 | 7.42M | $519.38M | +6 | — |
| Q4 2025 | 51 | +1 | 5.91M | $395.34M | +2 | −1 |
| Q3 2025 | 6 | 0 | 990.27K | $67.72M | +2 | −2 |
| Q2 2025 | 3 | +1 | 29.06K | $2.05M | +2 | −1 |
| Q1 2025 | 1 | -1 | 2.91K | $208,483 | — | −1 |
| Q4 2024 | 2 | +1 | 46.65K | $3.06M | +2 | −1 |
| Q3 2024 | 1 | 0 | 3.95K | $278,610 | +1 | −1 |
| Q2 2024 | 1 | — | 17.88K | $1.18M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 945.39K | — | $63.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 669.86K | +8.9% | $44.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 669.86K | +8.9% | $44.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 669.86K | +8.9% | $44.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 597.43K | — | $39.98M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 597.43K | — | $39.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 597.43K | — | $39.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 531.45K | — | $35.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 473.46K | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 473.46K | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 294.00K | — | $19.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 294.00K | — | $19.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 283.89K | 0.0% | $19.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 283.89K | 0.0% | $19.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 276.48K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 276.48K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 276.48K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 276.48K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 276.48K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 267.85K | +876.5% | $17.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 267.85K | +876.5% | $17.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 223.89K | — | $14.98M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 223.89K | — | $14.98M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 223.89K | — | $14.98M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 223.89K | — | $14.98M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 211.17K | — | $14.13M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 188.20K | — | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 188.20K | — | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 188.20K | — | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 162.10K | — | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 162.10K | — | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 162.10K | — | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cibc World Market Inc. | 126.67K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 99.50K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 56.67K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 54.29K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 46.56K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 46.56K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 45.47K | -4.0% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 45.47K | -4.0% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 45.47K | -4.0% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 44.32K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 42.07K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Corient Private Wealth LP | 27.07K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Corient Private Wealth LP | 27.07K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 27.07K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Focus Partners Wealth | 20.08K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 19.58K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 17.17K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 17.17K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Stifel Financial Corp | 17.17K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 13.41K | — | $897,756 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Captrust Financial Advisors | 13.04K | — | $872,704 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Franklin Resources Inc | 12.72K | — | $851,021 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Franklin Resources Inc | 12.72K | — | $851,021 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 12.65K | +8.6% | $846,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 12.65K | +8.6% | $846,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Mariner, LLC | 12.29K | — | $822,276 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Mariner, LLC | 12.29K | — | $822,276 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 11.97K | — | $801,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Brown Advisory Inc | 11.49K | — | $768,977 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Brown Advisory Inc | 11.49K | — | $768,977 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 11.35K | — | $759,474 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 11.02K | — | $737,123 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 11.02K | — | $737,123 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 11.02K | — | $737,123 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 11.02K | — | $737,123 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Creative Planning | 10.74K | — | $719,000 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 10.41K | — | $685,560 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Truist Financial Corp | 8.21K | — | $549,060 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Blair William & Co/Il | 7.06K | — | $472,215 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 6.48K | — | $433,676 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 6.48K | — | $433,676 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 5.58K | — | $373,481 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | D. E. Shaw & Co. ✦ | 5.44K | Neu | $364,179 | 0.0% | New | 1 | SEC ↗ |
| 76 | Cerity Partners LLC | 4.48K | — | $299,745 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 4.22K | — | $282,202 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Quantinno Capital Management LP | 4.00K | — | $267,359 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 2.56K | — | $171,650 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 2.56K | — | $171,650 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Citigroup Inc | 2.20K | — | $147,414 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | BlackRock ✦ (passiv) | 600 | Neu | $40,152 | 0.0% | New | 1 | SEC ↗ |
| 83 | TD Waterhouse Canada Inc. | 552 | — | $36,940 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Us Bancorp \De\ | 456 | — | $30,516 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Simplex Trading, Llc | 180 | — | $12,045 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 18 | — | $1,205 | 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
| D. E. Shaw & Co. | $364,179 | 0.0% |
| BlackRock | $40,152 | 0.0% |
Ausgestiegen
| Renaissance Technologies | $328,272 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 291 Inhaber, 13.54M Anteile, $926.64M 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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