Wertpapierdatensatz · archiviertes Quartal
IYM
Name ausstehend – Profil wird eingelesen
46Erfasste Halter
0Δ Inhaber
1.60MGehaltene Aktien
$244.23MGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.9% · 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 | 56 | +4 | 2.53M | $454.57M | +8 | −4 |
| Q1 2026 | 53 | +7 | 3.76M | $655.91M | +9 | −2 |
| Q4 2025 | 46 | 0 | 1.60M | $244.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 293.11K | $43.44M | — | — |
| Q2 2025 | 3 | -1 | 39.90K | $5.59M | — | −1 |
| Q1 2025 | 2 | +1 | 33.18K | $4.47M | +1 | — |
| Q4 2024 | 1 | 0 | 13.73K | $1.78M | — | — |
| Q3 2024 | 1 | -1 | 16.09K | $2.42M | — | −1 |
| Q2 2024 | 2 | — | 19.94K | $2.79M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 467.44K | — | $71.97M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 259.21K | +14.6% | $39.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 259.21K | +14.6% | $39.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 259.21K | +14.6% | $39.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 135.53K | — | $20.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 135.53K | — | $20.87M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 135.53K | — | $20.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 101.61K | — | $15.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 79.67K | — | $12.27M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 74.47K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 74.47K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 74.47K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 67.43K | — | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 53.83K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 37.45K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 37.45K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 37.45K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 37.45K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 36.51K | -18.2% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 29.06K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Nova Scotia | 25.40K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 24.66K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 24.66K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 21.45K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 21.45K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 20.96K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 20.10K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 20.10K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 32.88K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 32.88K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 16.18K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 13.71K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 11.61K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 9.19K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 9.19K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 9.19K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 9.19K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 6.79K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Point72 Asset Management ✦ | 5.43K | Neu | $835,849 | 0.0% | New | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 4.84K | — | $748,017 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 4.83K | — | $744,397 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 4.77K | — | $734,389 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 4.00K | — | $652,285 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 3.91K | — | $601,273 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 3.91K | — | $601,273 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 3.73K | +59.1% | $575,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 3.69K | — | $568,710 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 2.86K | — | $440,554 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Captrust Financial Advisors | 2.73K | — | $420,350 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 2.23K | — | $343,639 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 2.09K | — | $321,350 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.90K | -53.6% | $293,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.90K | -53.6% | $293,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Daiwa Securities Group Inc. | 1.75K | — | $269,000 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 1.51K | — | $233,000 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Baird Financial Group, Inc. | 1.43K | — | $220,779 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | HighTower Advisors, LLC | 1.39K | — | $213,363 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 1.20K | — | $184,598 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | BlackRock ✦ (passiv) | 620 | +51.2% | $95,455 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Blair William & Co/Il | 528 | — | $81,330 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 473 | — | $72,823 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Belvedere Trading LLC | 250 | — | $38,490 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 27 | — | $4,157 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 1 | — | $154 | 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
| Point72 Asset Management | $835,849 | 0.0% |
Ausgestiegen
| Citadel Advisors | $2.28M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 247 Inhaber, 3.40M Anteile, $591.72M 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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