XVV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -3.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 1.15M | $65.20M | +1 | −2 |
| Q1 2026 | 31 | +5 | 1.27M | $62.25M | +5 | — |
| Q4 2025 | 26 | 0 | 925.76K | $48.79M | — | — |
| Q3 2025 | 4 | -1 | 96.81K | $4.99M | — | −1 |
| Q2 2025 | 3 | +1 | 49.70K | $2.37M | +1 | — |
| Q1 2025 | 1 | 0 | 55.60K | $2.38M | — | — |
| Q4 2024 | 1 | 0 | 59.60K | $2.70M | +1 | −1 |
| Q3 2024 | 1 | +1 | 39.68K | $1.75M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 256.14K | — | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Brown Advisory Inc | 184.01K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Franklin Resources Inc | 76.00K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 68.86K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | HighTower Advisors, LLC | 41.34K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 34.19K | +26.5% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 30.77K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 29.64K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 28.02K | -48.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 25.40K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 24.06K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Focus Partners Wealth | 23.00K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 22.07K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 17.63K | — | $929,330 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 15.19K | — | $800,304 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 10.47K | — | $551,822 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.06K | — | $477,398 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Corient Private Wealth LP | 6.59K | — | $347,553 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 6.30K | — | $332,063 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 4.12K | — | $216,913 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Blair William & Co/Il | 4.07K | — | $214,647 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 3.06K | -76.9% | $161,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cwm, Llc | 2.22K | — | $117,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.01K | +0.2% | $105,752 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 1.46K | — | $76,731 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 96 | — | $5,050 | 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): 143 Inhaber, 3.95M Anteile, $147.97M 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.