Wertpapierdatensatz · archiviertes Quartal
VBIL
Name ausstehend, Profil-Einspeisung läuft
37Erfasste Halter
+3Δ Inhaber
7.25MGehaltene Aktien
$548.10MGemeldeter Wert
+8Neue Positionen
−5Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.8% ·
Aktienfluss +30.0% ·
neue Nettopositionen +8.1%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
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 | Bank Of America Corp /De/ | 1.41M | +54.0% | $106.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 1.02M | +83.9% | $77.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 942.16K | +21.3% | $71.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 939.08K | +66.7% | $71.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 529.10K | +9.3% | $40.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 477.46K | +49.0% | $36.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 273.59K | +42.5% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 256.90K | +10.7% | $19.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Hsbc Holdings Plc | 237.00K | -50.7% | $17.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 186.97K | +2.1% | $14.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 178.32K | +3014.8% | $13.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 118.65K | +69.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 111.42K | +46.5% | $8.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Creative Planning | 79.91K | +77.5% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 74.08K | +76.2% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Cerity Partners LLC | 73.36K | +122.4% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 58.35K | +1133.4% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 44.84K | Neu | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 41.83K | Neu | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 36.46K | Neu | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 29.81K | Neu | $2.25M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 17.66K | -62.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 15.76K | -9.2% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 13.01K | +253.0% | $983,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 12.71K | +194.0% | $961,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Principal Financial Group Inc | 11.62K | -73.0% | $878,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 11.60K | Neu | $877,275 | 0.0% | New | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 11.21K | -83.1% | $848,112 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 6.76K | -82.9% | $511,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 4.66K | Neu | $352,680 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 4.12K | +50.4% | $311,905 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Empower Advisory Group, LLC | 3.58K | 0.0% | $270,449 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 3.31K | Neu | $250,477 | 0.0% | New | 1 | SEC ↗ |
| 34 | Toronto Dominion Bank | 1.95K | 0.0% | $148,000 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 261 | -89.8% | $19,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 15 | Neu | $1,135 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 0 | -100.0% | $69 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Baird Financial Group, Inc. | $3.39M | 0.0% |
| Citadel Advisors | $3.16M | 0.0% |
| Susquehanna International… | $2.76M | 0.0% |
| National Bank Of Canada /Fi/ | $2.25M | 0.0% |
| Fifth Third Bancorp | $877,275 | 0.0% |
| Focus Partners Wealth | $352,680 | 0.0% |
| Northwestern Mutual Wealth… | $250,477 | 0.0% |
| Bnp Paribas Financial Markets | $1,135 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $7.77M | war 0.0% |
| Bank Of Montreal /Can/ | $1.67M | war 0.0% |
| Mercer Global Advisors Inc… | $215,504 | war 0.0% |
| Jones Financial Companies Lllp | $8,222 | war 0.0% |
| Rockefeller Capital… | $754 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 333 Inhaber, 39.40M Anteile, $2.94B 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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