Wertpapierdatensatz · archiviertes Quartal
LPA
Name ausstehend – Profil wird eingelesen
26Erfasste Halter
0Δ Inhaber
674.66KGehaltene Aktien
$1.84MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +30.0% · 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 | 17 | -4 | 577.30K | $1.94M | +5 | −9 |
| Q1 2026 | 22 | -3 | 661.02K | $2.18M | — | −3 |
| Q4 2025 | 26 | 0 | 674.66K | $1.84M | — | — |
| Q3 2025 | 7 | -1 | 138.61K | $645,912 | — | −1 |
| Q2 2025 | 6 | +2 | 129.83K | $886,759 | +3 | −1 |
| Q1 2025 | 1 | +1 | 13.52K | $120,634 | +1 | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 233.32K | — | $636,964 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cerity Partners LLC | 233.32K | — | $636,964 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passiv) | 202.53K | +1037.8% | $552,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passiv) | 40.56K | -0.3% | $110,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passiv) | 40.56K | -0.3% | $110,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 19.64K | — | $53,617 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 19.64K | — | $53,617 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passiv) | 18.80K | +3.6% | $51,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passiv) | 18.80K | +3.6% | $51,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 17.17K | — | $46,869 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 17.17K | — | $46,869 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 16.07K | — | $43,872 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 16.07K | — | $43,872 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 16.07K | — | $43,872 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 11.89K | — | $32,452 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 11.89K | — | $32,452 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 11.89K | — | $32,452 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | New York State Common Retirement… | 11.53K | — | $31,480 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 7.87K | +697.7% | $21,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rhumbline Advisers | 5.43K | — | $14,819 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 5.13K | — | $14,013 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 4.84K | — | $13,222 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 4.84K | — | $13,222 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 3.54K | — | $9,653 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 3.54K | — | $9,653 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 2.75K | — | $7,505 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.49K | — | $4,068 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 749 | — | $2,045 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 427 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 361 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 427 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 427 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Legal & General Group Plc | 324 | — | $873 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | California State Teachers… | 214 | — | $584 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 150 | — | $409 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 85 | — | $232 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 85 | — | $232 | 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): 41 Inhaber, 686.00K Anteile, $2.26M 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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