Wertpapierdatensatz · archiviertes Quartal
IYY
Name ausstehend – Profil wird eingelesen
51Erfasste Halter
0Δ Inhaber
2.28MGehaltene Aktien
$378.28MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -2.0% · 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 | 53 | 0 | 2.39M | $435.66M | +2 | −2 |
| Q1 2026 | 54 | +2 | 2.34M | $371.11M | +3 | −1 |
| Q4 2025 | 51 | 0 | 2.28M | $378.28M | — | — |
| Q3 2025 | 6 | -1 | 594.39K | $96.58M | — | −1 |
| Q2 2025 | 4 | 0 | 55.41K | $8.36M | — | — |
| Q1 2025 | 2 | 0 | 25.43K | $3.46M | — | — |
| Q4 2024 | 2 | +1 | 24.60K | $3.52M | +1 | — |
| Q3 2024 | 1 | 0 | 4.01K | $559,574 | +1 | −1 |
| Q2 2024 | 1 | — | 14.54K | $1.92M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 437.95K | -3.4% | $72.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 311.58K | — | $51.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 195.32K | — | $32.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Pnc Financial Services Group, Inc. | 143.16K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 131.35K | — | $21.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 100.20K | — | $16.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 90.87K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 76.88K | — | $12.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 63.33K | — | $10.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | UBS Group AG | 62.84K | — | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 61.98K | — | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 53.77K | — | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 48.56K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 43.71K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 39.17K | — | $6.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Creative Planning | 36.81K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 36.60K | -6.8% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 33.93K | -2.6% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 31.66K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Focus Partners Wealth | 30.11K | — | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 25.04K | -48.4% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Captrust Financial Advisors | 24.13K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 21.53K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 19.49K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 19.17K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 14.45K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 13.87K | +19.8% | $2.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Mariner, LLC | 12.59K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mercer Global Advisors Inc /Adv | 11.64K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 9.74K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 9.00K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fayez Sarofim & Co | 8.00K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 7.35K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mml Investors Services, Llc | 7.30K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 6.33K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 5.90K | — | $977,546 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 5.53K | — | $916,929 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 4.96K | — | $821,589 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 4.71K | — | $780,114 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 4.20K | — | $696,568 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Northwestern Mutual Wealth… | 3.15K | — | $521,684 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 3.13K | — | $518,653 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 2.98K | — | $494,943 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 2.77K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 984 | -85.9% | $163,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 933 | — | $154,700 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 910 | — | $150,887 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 780 | — | $129,332 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 358 | — | $59,360 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 200 | — | $33,162 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 81 | — | $13,431 | 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): 276 Inhaber, 3.73M Anteile, $584.44M 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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