Wertpapierdatensatz · archiviertes Quartal
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
79Erfasste Halter
-1Δ Inhaber
143.32MGehaltene Aktien
$41.60BGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -1.2% ·
Aktienfluss -1.2% ·
neue Nettopositionen -1.3%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +2 | 663.44M | $53.39B | +3 | −1 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | — |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | — | −1 |
| Q3 2025 | 12 | 0 | 13.91M | $4.09B | +1 | −1 |
| Q2 2025 | 9 | +1 | 593.23K | $166.00M | +2 | −1 |
| Q1 2025 | 5 | 0 | 27.01K | $6.98M | — | — |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | — | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | — |
| Q2 2024 | 4 | — | 35.41K | $8.57M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 26.97M | — | $7.83B | 1.5% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 26.97M | — | $7.83B | 1.5% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 26.97M | — | $7.83B | 1.5% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 26.97M | — | $7.83B | 1.5% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 26.97M | — | $7.83B | 1.5% | n/c | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 21.49M | — | $6.24B | 3.8% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 21.49M | — | $6.24B | 3.8% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 18.13M | — | $5.26B | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 18.13M | — | $5.26B | 0.4% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 18.13M | — | $5.26B | 0.4% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 18.13M | — | $5.26B | 0.4% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 18.13M | — | $5.26B | 0.4% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 18.13M | — | $5.26B | 0.4% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 8.42M | — | $2.44B | 1.7% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 8.42M | — | $2.44B | 1.7% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 8.42M | — | $2.44B | 1.7% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 7.14M | — | $2.07B | 0.6% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 7.14M | — | $2.07B | 0.6% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 7.14M | — | $2.07B | 0.6% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 7.14M | — | $2.07B | 0.6% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 6.18M | — | $1.79B | 1.1% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 5.57M | — | $1.62B | 0.3% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 5.57M | — | $1.62B | 0.3% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 5.57M | — | $1.62B | 0.3% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 5.04M | — | $1.46B | 1.7% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.04M | — | $1.46B | 1.7% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 5.04M | — | $1.46B | 1.7% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 5.04M | — | $1.46B | 1.7% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 3.41M | — | $988.94M | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 3.41M | — | $988.94M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 3.41M | — | $988.94M | 0.2% | n/c | 1 | SEC ↗ |
| 39 | LPL Financial LLC | 3.28M | — | $952.57M | 0.3% | n/c | 1 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 2.61M | — | $758.78M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.30M | — | $668.85M | 0.4% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Mariner, LLC | 2.01M | — | $582.39M | 0.7% | n/c | 1 | SEC ↗ |
| 62 | Mariner, LLC | 2.01M | — | $582.39M | 0.7% | n/c | 1 | SEC ↗ |
| 63 | Mariner, LLC | 2.01M | — | $582.39M | 0.7% | n/c | 1 | SEC ↗ |
| 64 | Mariner, LLC | 2.01M | — | $582.39M | 0.7% | n/c | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Royal Bank Of Canada | 1.63M | — | $474.15M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Cetera Investment Advisers | 1.28M | — | $371.23M | 0.4% | n/c | 1 | SEC ↗ |
| 76 | Citigroup Inc | 1.26M | — | $364.24M | 0.2% | n/c | 1 | SEC ↗ |
| 77 | Citigroup Inc | 1.26M | — | $364.24M | 0.2% | n/c | 1 | SEC ↗ |
| 78 | Citigroup Inc | 1.26M | — | $364.24M | 0.2% | n/c | 1 | SEC ↗ |
| 79 | Cerity Partners LLC | 1.12M | — | $324.70M | 0.5% | n/c | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 1.12M | — | $324.70M | 0.5% | n/c | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 1.12M | — | $324.70M | 0.5% | n/c | 1 | SEC ↗ |
| 82 | HighTower Advisors, LLC | 1.06M | — | $308.11M | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Corient Private Wealth LP | 1.06M | — | $308.03M | 0.2% | n/c | 1 | SEC ↗ |
| 84 | Corient Private Wealth LP | 1.06M | — | $308.03M | 0.2% | n/c | 1 | SEC ↗ |
| 85 | Corient Private Wealth LP | 1.06M | — | $308.03M | 0.2% | n/c | 1 | SEC ↗ |
| 86 | Corient Private Wealth LP | 1.06M | — | $308.03M | 0.2% | n/c | 1 | SEC ↗ |
| 87 | Commonwealth Equity Services, Llc | 1.04M | — | $302.86M | 0.4% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 1.01M | — | $294.00M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 941.81K | — | $273.33M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 941.81K | — | $273.33M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 941.81K | — | $273.33M | 0.1% | n/c | 1 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 941.81K | — | $273.33M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 941.81K | — | $273.33M | 0.1% | 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
| Citadel Advisors | $3.69M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 2,367 Inhaber, 239.36M Anteile, $63.29B 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 ·
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