Wertpapierdatensatz · archiviertes Quartal
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
43Erfasste Halter
+2Δ Inhaber
23.04MGehaltene Aktien
$1.05BGemeldeter Wert
+2Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.9% ·
Aktienfluss -0.7% ·
neue Nettopositionen +4.7%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.80K | $1.70M | n/a | −1 |
| Q2 2026 | 40 | -1 | 23.24M | $1.16B | +2 | −4 |
| Q1 2026 | 43 | +2 | 23.04M | $1.05B | +2 | n/a |
| Q4 2025 | 41 | 0 | 23.21M | $1.05B | n/a | n/a |
| Q3 2025 | 4 | 0 | 5.44M | $238.42M | n/a | n/a |
| Q2 2025 | 1 | -1 | 94.30K | $3.95M | n/a | −1 |
| Q1 2025 | 1 | +1 | 23.21K | $939,975 | +1 | n/a |
| Q3 2024 | 1 | 0 | 24.21K | $1.01M | +1 | −1 |
| Q2 2024 | 1 | n/a | 20.98K | $793,216 | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.86M | -6.3% | $539.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 1.90M | +6.0% | $86.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.28M | +3.5% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Commonwealth Equity Services, Llc | 1.12M | +11.8% | $51.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.05M | +124.2% | $47.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 540.56K | -20.5% | $24.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 516.67K | +1.1% | $23.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 438.37K | +27.6% | $19.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Captrust Financial Advisors | 252.10K | +5.9% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 250.88K | +20.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 232.35K | +2.1% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 230.95K | -1.4% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | HighTower Advisors, LLC | 173.27K | +6.0% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 167.16K | -11.7% | $7.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 126.85K | +10.3% | $5.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Assetmark, Inc | 125.12K | +5.0% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 121.61K | -25.9% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Corient Private Wealth LP | 109.11K | -53.4% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 76.42K | +67.6% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 53.55K | -1.6% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Hsbc Holdings Plc | 49.70K | -49.8% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 47.83K | +0.5% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 40.11K | +29.8% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 35.96K | -27.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 35.92K | -1.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Mml Investors Services, Llc | 29.00K | +5.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 25.63K | -22.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 17.32K | -7.0% | $788,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 14.09K | -82.9% | $641,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 13.85K | -0.8% | $630,266 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 13.79K | -1.9% | $627,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 12.51K | -5.5% | $575,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 11.80K | -6.7% | $537,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Creative Planning | 7.44K | 0.0% | $338,611 | 0.0% | Held | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 7.33K | +7.1% | $334,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 6.75K | -2.3% | $307,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 4.53K | Neu | $205,888 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 3.63K | Neu | $165,120 | 0.0% | New | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 2.43K | 0.0% | $110,474 | 0.0% | Held | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $63,336 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Citigroup Inc | 100 | 0.0% | $4,550 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 56 | -8.2% | $2,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| UBS AM, a distinct business… | $205,888 | 0.0% |
| Fifth Third Bancorp | $165,120 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 277 Inhaber, 33.16M Anteile, $1.47B 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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