VIOG
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.1% ·
Aktienfluss -0.6% ·
neue Nettopositionen +4.9%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 1.36M | $208.70M | +2 | −2 |
| Q1 2026 | 40 | 0 | 1.33M | $165.79M | +2 | −2 |
| Q4 2025 | 41 | +2 | 1.37M | $165.67M | +2 | — |
| Q3 2025 | 5 | 0 | 352.96K | $42.98M | — | — |
| Q2 2025 | 2 | -1 | 6.89K | $788,514 | — | −1 |
| Q1 2025 | 1 | 0 | 22.12K | $2.36M | — | — |
| Q4 2024 | 1 | +1 | 22.25K | $2.59M | +1 | — |
| Q2 2024 | 1 | — | 29.34K | $3.23M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 260.01K | +3.6% | $31.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 234.20K | — | $28.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 114.22K | — | $13.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 113.34K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Mariner, LLC | 88.98K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 64.96K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 57.79K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 54.03K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 50.00K | -4.1% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 44.75K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 43.64K | — | $5.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Brown Advisory Inc | 30.16K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 29.77K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Financial Engines Advisors L.L.C. | 21.96K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 21.89K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 21.39K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 21.07K | -51.2% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 20.16K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 10.70K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 9.36K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 9.20K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 8.60K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passiv) | 5.09K | -2.1% | $617,441 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Jones Financial Companies Lllp | 4.62K | — | $560,561 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 4.35K | Neu | $527,591 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 4.07K | — | $512,628 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 4.10K | — | $497,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 2.33K | Neu | $282,716 | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 2.32K | — | $281,763 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 2.27K | — | $275,924 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.83K | — | $222,558 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.35K | -8.2% | $164,045 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 1.06K | — | $129,169 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 634 | — | $76,895 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 428 | — | $51,968 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 415 | — | $50,307 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 286 | — | $34,688 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 274 | — | $33,232 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 119 | — | $14,439 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 53 | — | $6,428 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 6 | — | $728 | 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
| Citadel Advisors | $527,591 | 0.0% |
| AQR Capital Management | $282,716 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 178 Inhaber, 2.52M Anteile, $307.15M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.