Wertpapierdatensatz · archiviertes Quartal
LGLV
Name ausstehend – Profil wird eingelesen
36Erfasste Halter
-6Δ Inhaber
1.04MGehaltene Aktien
$189.13MGemeldeter Wert
+2Neue Positionen
−8Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -14.3% ·
Aktienfluss -17.3% ·
neue Nettopositionen -16.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -6 | 1.04M | $189.13M | +2 | −8 |
| 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 · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 182.07K | -2.3% | $33.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 179.51K | -3.6% | $32.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 179.51K | -3.6% | $32.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 179.51K | -3.6% | $32.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 169.55K | 0.0% | $30.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 169.55K | 0.0% | $30.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 112.49K | +4.8% | $20.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 84.94K | -10.1% | $15.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 84.94K | -10.1% | $15.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passiv) | 47.39K | -8.3% | $8.60M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 34.24K | -52.5% | $6.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 34.24K | -52.5% | $6.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 34.24K | -52.5% | $6.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 34.24K | -52.5% | $6.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 34.24K | -52.5% | $6.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 27.15K | +96.5% | $4.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Sei Investments Co | 24.83K | -1.2% | $4.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 21.20K | -11.8% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 21.20K | -11.8% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 16.89K | -7.0% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 16.89K | -7.0% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 16.41K | +14.7% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 16.20K | -4.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 12.93K | +4.8% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 12.61K | +4.5% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Daiwa Securities Group Inc. | 12.50K | +5.9% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 12.15K | +7.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 12.15K | +7.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 9.99K | -3.2% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 7.53K | -16.7% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 7.00K | +263.9% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 7.00K | +263.9% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 5.37K | -2.9% | $979,448 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 5.22K | +2.6% | $947,723 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.16K | -9.8% | $754,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 3.81K | +46.6% | $690,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.46K | +8.3% | $627,502 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 2.75K | -97.6% | $498,242 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 2.42K | +7.5% | $439,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 2.37K | -2.1% | $429,516 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 1.85K | -1.2% | $334,975 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fisher Asset Management ✦ | 1.41K | +15.1% | $256,221 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Citigroup Inc | 851 | Neu | $154,422 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 258 | 0.0% | $46,817 | 0.0% | Held | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 196 | +2.1% | $35,535 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | BlackRock ✦ (passiv) | 196 | +2.1% | $35,535 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 111 | +146.7% | $20,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 111 | +146.7% | $20,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 110 | 0.0% | $19,961 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 20 | Neu | $3,475 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citigroup Inc | $154,422 | 0.0% |
| Bank Of Montreal /Can/ | $3,475 | 0.0% |
Ausgestiegen
| First Trust Advisors Lp | $7.99M | war 0.0% |
| Two Sigma Investments | $2.78M | war 0.0% |
| Jane Street Group, Llc | $504,557 | war 0.0% |
| Creative Planning | $258,778 | war 0.0% |
| Stifel Financial Corp | $231,353 | war 0.0% |
| Qube Research & Technologies… | $66,788 | war 0.0% |
| Us Bancorp \De\ | $19,235 | war 0.0% |
| Simplex Trading, Llc | $3,562 | war 0.0% |
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: Q2 2026 ·
Methodik ·
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