Wertpapierdatensatz · archiviertes Quartal
NUV
Name ausstehend, Profil-Einspeisung läuft
41Erfasste Halter
+1Δ Inhaber
23.75MGehaltene Aktien
$213.37MGemeldeter Wert
+2Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.5% ·
Aktienfluss -6.9% ·
neue Nettopositionen +2.4%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 7.06M | -1.6% | $63.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 4.51M | +1.6% | $40.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.20M | +1.3% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.09M | -3.7% | $18.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.15M | +5.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.11M | +0.9% | $9.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 993.17K | +25.7% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 740.77K | +0.9% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 667.79K | +4.8% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 620.21K | +8.7% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 513.25K | +4.6% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 472.56K | +0.8% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 240.87K | +2.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 220.17K | -1.2% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 146.91K | +17.3% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 132.40K | -15.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 115.98K | -9.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 104.53K | +67.2% | $939,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 85.70K | +32.4% | $770,457 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Susquehanna International Group, Llp | 70.90K | -0.7% | $637,409 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 69.04K | -0.1% | $620,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 60.17K | -96.8% | $540,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 54.22K | -65.0% | $487,465 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 47.12K | -33.3% | $428,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 44.90K | -1.1% | $403,642 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 43.94K | -14.6% | $395,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Brown Advisory Inc | 32.67K | 0.0% | $293,739 | 0.0% | Held | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 24.76K | n/a | $222,628 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fifth Third Bancorp | 21.85K | Neu | $196,432 | 0.0% | New | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 16.79K | +9.4% | $151,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 16.61K | -13.7% | $149,325 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Harris Associates (Oakmark) ✦ | 14.85K | 0.0% | $133,540 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Mariner, LLC | 11.66K | -51.4% | $104,834 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 10.96K | -92.0% | $98,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 10.49K | Neu | $94,334 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 7.40K | 0.0% | $66,544 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.72K | -6.0% | $42,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 4.48K | +0.6% | $40,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.00K | -77.7% | $8,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 682 | +0.1% | $6,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 200 | 0.0% | $1,768 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fifth Third Bancorp | $196,432 | 0.0% |
| Bank of New York Mellon Corp | $94,334 | 0.0% |
Ausgestiegen
| Cerity Partners LLC | $284,439 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 227 Inhaber, 42.31M Anteile, $363.30M 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 ·
Über die API abrufen