Wertpapierdatensatz · archiviertes Quartal
SPIP
Name ausstehend – Profil wird eingelesen
42Erfasste Halter
0Δ Inhaber
16.01MGehaltene Aktien
$415.47MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.3% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.09M | — | $106.01M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passiv) | 3.74M | -0.9% | $97.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Charles Schwab Investment… | 3.02M | — | $78.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 836.12K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cerity Partners LLC | 836.12K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 719.08K | — | $18.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 414.41K | — | $10.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 349.34K | +39.9% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 333.01K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 333.01K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 172.55K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 165.44K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 111.36K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 111.36K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 89.29K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 71.30K | +40.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 71.30K | +40.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 48.36K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 41.61K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 37.99K | — | $995,378 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 31.89K | -78.5% | $827,571 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Lido Advisors, LLC | 31.00K | — | $815,712 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Creative Planning | 21.83K | — | $566,578 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 21.47K | — | $557,172 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 19.93K | — | $517,105 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS Group AG | 19.93K | — | $517,105 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 19.51K | — | $506,332 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 17.69K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 14.28K | — | $371,193 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 8.15K | — | $211,400 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 4.04K | — | $104,968 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 3.07K | — | $79,641 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.61K | — | $67,658 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.61K | — | $67,658 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 2.11K | — | $54,832 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 2.05K | +95.0% | $53,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citigroup Inc | 1.92K | — | $49,746 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 1.47K | — | $38,095 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Blair William & Co/Il | 242 | — | $6,280 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 118 | — | $3,062 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Franklin Resources Inc | 93 | — | $2,413 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 23 | — | $597 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 17 | — | $441 | 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): 207 Inhaber, 25.41M Anteile, $653.66M 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
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: Q4 2025 ·
Methodik ·
Über die API abrufen