Institutionelle Investoren in Beta Wealth Group, Inc.

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
635.710.860 $+95.997.437 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 56.649794154942%, transparent 56.649794154942%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+13,3 %</div>550.725.426 $+4.727.434 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 51%, #2e7d32 51%, #2e7d32 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+844,1 %</div>545.575.374 $+29.274.031 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 51.58477363697%, transparent 51.58477363697%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+3,2 %</div>516.723.961 $+541.396 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 55.974942578766%, transparent 55.974942578766%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+11,9 %</div>
National Pension Service627.384.496 $+95.332.338 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 58.958927857595%, transparent 58.958927857595%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+17,9 %</div>532.052.158 $-8.416.270 $<div style="background: linear-gradient(to right, transparent 0%, transparent 49.221391152195%, #f44336 49.221391152195%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-1,6 %</div>540.468.428 $+29.242.636 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 52.860050926382%, transparent 52.860050926382%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+5,7 %</div>511.225.792 $
CITADEL ADVISORS LLC11.012.003 $+10.585.784 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 51%, #2e7d32 51%, #2e7d32 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+2.483,6 %</div>426.219 $
Beta Wealth Group, Inc.8.326.364 $+665.099 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 54.340660452288%, transparent 54.340660452288%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+8,7 %</div>7.661.265 $+2.557.920 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 75.061209853537%, transparent 75.061209853537%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+50,1 %</div>5.103.345 $+31.395 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 50.309496347559%, transparent 50.309496347559%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+0,6 %</div>5.071.950 $+541.396 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 55.974942578766%, transparent 55.974942578766%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+11,9 %</div>
UBS Group AG3.601 $
635.710.860 $+95.997.437 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 56.649794154942%, transparent 56.649794154942%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+13,3 %</div>550.725.426 $+4.727.434 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 51%, #2e7d32 51%, #2e7d32 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+844,1 %</div>545.575.374 $+29.274.031 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 51.58477363697%, transparent 51.58477363697%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+3,2 %</div>516.723.961 $+541.396 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 55.974942578766%, transparent 55.974942578766%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+11,9 %</div>
Erweitert ×