Wertpapierdatensatz · archiviertes Quartal
NULG
Nuveen ESG Large-Cap Growth · Financial Services · Asset Management
39Erfasste Halter
-2Δ Inhaber
13.88MGehaltene Aktien
$1.26BGemeldeter Wert
+1Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.9% ·
Aktienfluss +30.0% ·
neue Nettopositionen -5.1%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 97.53K | $11.19M | n/a | −1 |
| Q2 2026 | 42 | +5 | 13.61M | $1.59B | +6 | −2 |
| Q1 2026 | 39 | -2 | 13.88M | $1.26B | +1 | −3 |
| Q4 2025 | 41 | 0 | 8.04M | $785.91M | +1 | −1 |
| Q3 2025 | 4 | 0 | 1.69M | $168.50M | +1 | −1 |
| Q2 2025 | 2 | 0 | 40.42K | $3.80M | +1 | −1 |
| Q1 2025 | 1 | +1 | 10.79K | $844,640 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.55K | $856,319 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.15M | +156.3% | $740.86M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 1.11M | +14.4% | $101.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 926.58K | +59.1% | $81.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Commonwealth Equity Services, Llc | 676.99K | -0.2% | $61.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 558.10K | +7.1% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 492.56K | +113.4% | $44.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 323.97K | +0.7% | $29.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 269.01K | +10.1% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Captrust Financial Advisors | 129.55K | +19.1% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 100.72K | -9.2% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 98.37K | +86.5% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 83.32K | -2.5% | $7.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 77.43K | -21.3% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 72.48K | -43.3% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 63.40K | +5.3% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 57.34K | +23.6% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 51.18K | -7.0% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 49.87K | +124.4% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 49.66K | -12.5% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Fidelity (FMR) ✦ | 48.26K | +38.1% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 37.56K | +112.1% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 30.95K | +1229.7% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 30.92K | -50.9% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 27.02K | +19.3% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 23.12K | -27.6% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 18.65K | +6.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 18.50K | +16.9% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Mml Investors Services, Llc | 17.46K | +15.6% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 16.79K | +2.5% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 15.49K | +0.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 8.26K | +12.2% | $751,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 6.84K | -0.6% | $622,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 6.33K | +6.9% | $575,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 5.53K | +7.8% | $502,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 4.19K | Neu | $381,039 | 0.0% | New | 1 | SEC ↗ |
| 37 | First Trust Advisors Lp | 4.12K | 0.0% | $374,763 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 3.14K | -86.7% | $285,370 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 2.16K | +184.5% | $196,612 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fifth Third Bancorp | $381,039 | 0.0% |
Ausgestiegen
| Mirae Asset Global… | $2.65M | war 0.0% |
| Focus Partners Wealth | $287,729 | war 0.0% |
| Citigroup Inc | $70,514 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 277 Inhaber, 20.16M Anteile, $1.79B 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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