Effectdossier · gearchiveerd kwartaal
IAK
naam in afwachting van profielverwerking
36Gevolgde houders
-2Δ houders
769.74KGehouden aandelen
$98.74MGerapporteerde waarde
+4Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom -23.3% ·
netto nieuwe posities -5.6%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +2 | 816.76K | $114.83M | +6 | −4 |
| Q1 2026 | 36 | -2 | 769.74K | $98.74M | +4 | −6 |
| Q4 2025 | 38 | +1 | 1.00M | $136.67M | +2 | −1 |
| Q3 2025 | 6 | 0 | 450.84K | $60.43M | — | — |
| Q2 2025 | 3 | 0 | 91.22K | $12.27M | +1 | −1 |
| Q1 2025 | 2 | 0 | 25.22K | $3.48M | +1 | −1 |
| Q4 2024 | 2 | -1 | 5.09K | $644,238 | — | −1 |
| Q3 2024 | 3 | +1 | 17.65K | $2.28M | +1 | — |
| Q2 2024 | 2 | — | 65.44K | $7.39M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 138.10K | -35.2% | $17.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 138.10K | -35.2% | $17.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 138.10K | -35.2% | $17.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 102.09K | +17.5% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 81.61K | -43.1% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 81.61K | -43.1% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 59.10K | -34.1% | $7.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 58.38K | +55.5% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 58.38K | +55.5% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 46.17K | -39.0% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 46.17K | -39.0% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 43.32K | -28.2% | $5.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 43.32K | -28.2% | $5.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 43.32K | -28.2% | $5.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 32.21K | -31.0% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 28.79K | -57.7% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 28.79K | -57.7% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 28.12K | -33.8% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 28.12K | -33.8% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 20.73K | +100.1% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 20.44K | Nieuw | $2.62M | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 19.18K | -11.5% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 14.19K | Nieuw | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cibc World Market Inc. | 11.02K | -1.1% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 10.64K | -48.2% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 10.11K | +0.6% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 9.99K | -2.7% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 5.71K | -30.2% | $716,764 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 4.23K | 0.0% | $542,282 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 4.00K | +71.9% | $513,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 3.15K | Nieuw | $404,843 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.57K | -0.2% | $329,784 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.57K | -0.2% | $329,784 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 2.45K | +4.7% | $314,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 2.33K | -18.7% | $299,474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 2.22K | +15.6% | $284,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 2.13K | +0.9% | $273,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 1.78K | -29.9% | $228,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 1.68K | +5.7% | $214,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 1.02K | +14.8% | $130,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 992 | +14.8% | $127,264 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 678 | -0.6% | $87,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 678 | -0.6% | $87,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 678 | -0.6% | $87,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 440 | +52.2% | $56,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Simplex Trading, Llc | 78 | Nieuw | $10,006 | 0.0% | New | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 50 | -5.7% | $6,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Blair William & Co/Il | 22 | 0.0% | $2,822 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Baird Financial Group, Inc. | $2.62M | 0.0% |
| Citadel Advisors | $1.82M | 0.0% |
| Wealth Enhancement Advisory… | $404,843 | 0.0% |
| Simplex Trading, Llc | $10,006 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.19M | was 0.0% |
| Mml Investors Services, Llc | $306,018 | was 0.0% |
| Truist Financial Corp | $211,849 | was 0.0% |
| Marshall Wace | $208,038 | was 0.0% |
| Mirae Asset Global… | $163,380 | was 0.0% |
| Qube Research & Technologies… | $12,662 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 131 houders, 1.43M aandelen, $177.07M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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