Wertpapierdatensatz · archiviertes Quartal
LVHD
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
+4Δ Inhaber
5.45MGehaltene Aktien
$232.12MGemeldeter Wert
+6Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.1% ·
Aktienfluss +1.4% ·
neue Nettopositionen +10.8%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 14.56K | $607,217 | +1 | n/a |
| 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 | n/a | n/a |
| Q3 2025 | 5 | +1 | 1.25M | $51.71M | +1 | n/a |
| Q2 2025 | 1 | n/a | 1.80K | $71,879 | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.23K | $622,775 | n/a | n/a |
| Q3 2024 | 1 | 0 | 44.62K | $1.82M | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.76K | $958,582 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.01M | -4.2% | $42.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Financial Engines Advisors L.L.C. | 967.23K | -3.3% | $41.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 744.26K | -0.5% | $31.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 602.09K | +0.9% | $25.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 423.06K | +3.1% | $18.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 258.73K | +1.1% | $11.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 219.29K | -0.2% | $9.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 183.53K | +1.2% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 145.37K | -11.9% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 139.31K | -17.7% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 98.91K | +18.4% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 94.45K | +67.6% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 70.53K | -5.5% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citigroup Inc | 68.60K | +326.3% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 51.59K | +82.1% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 49.25K | +4.7% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 49.18K | +4.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Two Sigma Investments ✦ | 43.60K | Neu | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 38.60K | -4.3% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 35.52K | +35.6% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 30.40K | -3.2% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Ameriprise Financial Inc | 26.57K | +9.0% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 24.51K | -31.2% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 15.67K | Neu | $666,745 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 14.48K | -16.6% | $616,465 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Pnc Financial Services Group, Inc. | 11.51K | +5.3% | $489,979 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Mml Investors Services, Llc | 8.93K | -12.6% | $380,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 7.66K | -12.9% | $327,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 7.45K | 0.0% | $316,305 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 6.83K | Neu | $290,602 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 5.05K | Neu | $215,098 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.58K | -6.0% | $67,272 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Fifth Third Bancorp | 1.47K | Neu | $62,350 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.28K | +0.6% | $54,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 213 | 0.0% | $9,065 | 0.0% | Held | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passiv) | 200 | Neu | $8,512 | 0.0% | New | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 26 | +85.7% | $1,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $1.86M | 0.0% |
| Mercer Global Advisors Inc… | $666,745 | 0.0% |
| Bank of New York Mellon Corp | $290,602 | 0.0% |
| Truist Financial Corp | $215,098 | 0.0% |
| Fifth Third Bancorp | $62,350 | 0.0% |
| BlackRock | $8,512 | 0.0% |
Ausgestiegen
| Citadel Advisors | $466,096 | war 0.0% |
| Franklin Resources Inc | $22,772 | war 0.0% |
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.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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: Q1 2026 ·
Methodik ·
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