Wertpapierdatensatz · archiviertes Quartal
LGLV
Name ausstehend – Profil wird eingelesen
38Erfasste Halter
0Δ Inhaber
2.88MGehaltene Aktien
$506.22MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.2% · 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 | 35 | -6 | 1.04M | $188.70M | +2 | −9 |
| Q1 2026 | 43 | +5 | 3.04M | $541.93M | +6 | −1 |
| Q4 2025 | 38 | 0 | 2.88M | $506.22M | — | — |
| Q3 2025 | 10 | 0 | 435.87K | $77.66M | — | — |
| Q2 2025 | 7 | +2 | 198.13K | $34.60M | +2 | — |
| Q1 2025 | 3 | 0 | 118.60K | $20.64M | +1 | −1 |
| Q4 2024 | 3 | +1 | 251.14K | $41.49M | +1 | — |
| Q3 2024 | 1 | 0 | 2.38K | $402,090 | — | — |
| Q2 2024 | 1 | — | 10.01K | $1.53M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.80M | — | $316.76M | 0.9% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 192.72K | — | $33.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 183.96K | — | $32.30M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 166.96K | +0.5% | $29.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 93.55K | — | $16.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 88.68K | +27.6% | $15.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 61.78K | +474.8% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passiv) | 53.86K | -34.7% | $9.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 44.89K | -43.6% | $7.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Sei Investments Co | 26.59K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 20.03K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 16.62K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 15.96K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 12.70K | -28.2% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 12.53K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 11.95K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 11.40K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Cetera Investment Advisers | 10.05K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Daiwa Securities Group Inc. | 8.73K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 8.28K | +46.9% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 5.51K | — | $967,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 5.40K | — | $947,336 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 4.61K | — | $809,036 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 3.64K | — | $639,816 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 3.19K | — | $559,589 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 2.83K | — | $496,703 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 2.63K | — | $462,627 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.35K | -1.4% | $412,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 2.35K | — | $412,068 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 1.78K | — | $313,392 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 1.61K | — | $282,843 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fisher Asset Management ✦ | 1.23K | -17.0% | $215,424 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 191 | 0.0% | $33,534 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 110 | — | $19,313 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 68 | — | $11,891 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 65 | — | $11,412 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 16 | — | $2,780 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 1 | — | $176 | 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): 190 Inhaber, 5.32M Anteile, $943.22M 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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