ICLO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +6.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 8.11M | $207.40M | +2 | −1 |
| Q1 2026 | 19 | 0 | 7.41M | $189.05M | +5 | −5 |
| Q4 2025 | 19 | +1 | 6.97M | $178.19M | +1 | — |
| Q3 2025 | 2 | -1 | 55.78K | $1.43M | — | −1 |
| Q2 2025 | 2 | 0 | 37.35K | $954,564 | — | — |
| Q1 2025 | 1 | +1 | 10.14K | $258,392 | +1 | — |
| Q3 2024 | 1 | +1 | 12.95K | $331,935 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.75M | +10.7% | $95.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 1.54M | -4.2% | $39.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 1.54M | -4.2% | $39.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.54M | -4.2% | $39.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 949.51K | -13.7% | $24.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 949.51K | -13.7% | $24.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 949.51K | -13.7% | $24.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 949.51K | -13.7% | $24.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 412.54K | +775.5% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 194.07K | +133.0% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 97.15K | +16.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 97.15K | +16.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 90.29K | +20.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 89.91K | -55.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 71.42K | +68.4% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 59.49K | +7.1% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 54.62K | -42.6% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 30.20K | Nieuw | $770,429 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 26.19K | -6.8% | $668,005 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Stifel Financial Corp | 19.86K | Nieuw | $506,705 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 11.46K | Nieuw | $292,231 | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 7.63K | -3.3% | $195,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 6.64K | Nieuw | $169,514 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 746 | +9.4% | $19,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 741 | Nieuw | $18,881 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 741 | Nieuw | $18,881 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Pnc Financial Services Group… | $770,429 | 0.0% |
| Stifel Financial Corp | $506,705 | 0.0% |
| Mml Investors Services, Llc | $292,231 | 0.0% |
| Fifth Third Bancorp | $169,514 | 0.0% |
| JPMorgan Chase | $18,881 | 0.0% |
| JPMorgan Chase | $18,881 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.68M | was 0.0% |
| Goldman Sachs Group | $1.43M | was 0.0% |
| Truist Financial Corp | $614,554 | was 0.0% |
| Hrt Financial Lp | $280,000 | was 0.0% |
| Northwestern Mutual Wealth… | $996 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 89 houders, 12.95M aandelen, $325.32M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.