LVHD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.8% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 4.96M | $218.55M | +2 | −2 |
| Q1 2026 | 37 | +4 | 5.45M | $232.12M | +6 | −2 |
| Q4 2025 | 33 | 0 | 5.38M | $214.52M | — | — |
| Q3 2025 | 5 | +1 | 1.25M | $51.71M | +1 | — |
| Q2 2025 | 1 | — | 1.80K | $71,879 | — | — |
| Q4 2024 | 1 | 0 | 16.23K | $622,775 | — | — |
| Q3 2024 | 1 | 0 | 44.62K | $1.82M | — | — |
| Q2 2024 | 1 | — | 26.76K | $958,582 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | +1.1% | $41.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Financial Engines Advisors L.L.C. | 999.97K | — | $39.88M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 747.79K | — | $29.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 596.75K | — | $23.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 410.29K | — | $16.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 255.93K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 219.64K | — | $8.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 181.32K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 169.19K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 165.04K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Jones Financial Companies Lllp | 83.52K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 74.65K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 56.35K | -54.5% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 47.06K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 46.89K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Stifel Financial Corp | 40.36K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 35.61K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 31.39K | -47.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Envestnet Asset Management Inc | 28.32K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 26.20K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 24.38K | — | $972,473 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 17.36K | — | $692,158 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citigroup Inc | 16.09K | — | $641,681 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.69K | -54.0% | $466,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.93K | — | $435,822 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 10.23K | — | $407,836 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 8.80K | — | $352,484 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 7.45K | — | $296,928 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.68K | -6.0% | $67,093 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.28K | — | $50,988 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 571 | — | $22,772 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 213 | — | $8,495 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 14 | — | $558 | 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): 115 Inhaber, 7.03M Anteile, $294.75M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.