Effectdossier · gearchiveerd kwartaal
IDU
naam in afwachting van profielverwerking
55Gevolgde houders
-3Δ houders
3.19MGehouden aandelen
$365.29MGerapporteerde waarde
+3Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.2% ·
aandelenstroom -30.0% ·
netto nieuwe posities -7.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 36.59K | $3.75M | n/a | n/a |
| Q2 2026 | 55 | -3 | 3.19M | $365.29M | +3 | −7 |
| Q1 2026 | 60 | +4 | 4.88M | $567.13M | +7 | −3 |
| Q4 2025 | 55 | -1 | 5.35M | $572.97M | +1 | −2 |
| Q3 2025 | 9 | 0 | 781.34K | $86.65M | +1 | −1 |
| Q2 2025 | 6 | 0 | 29.67K | $3.10M | +1 | −1 |
| Q1 2025 | 4 | -1 | 74.94K | $7.60M | +1 | −2 |
| Q4 2024 | 5 | +4 | 96.38K | $9.27M | +4 | n/a |
| Q3 2024 | 1 | -1 | 40.33K | $4.11M | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.05K | $1.24M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 580.33K | -1.6% | $66.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 531.95K | +2.3% | $60.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 401.56K | +8.8% | $46.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 203.31K | +36.1% | $23.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 171.78K | -10.5% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 127.59K | -10.6% | $14.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 102.59K | +50.5% | $11.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 96.38K | +219.5% | $11.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 95.06K | -4.9% | $10.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 88.18K | -8.2% | $10.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 86.38K | +18.5% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 85.92K | -13.5% | $9.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 58.26K | -6.5% | $6.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 54.03K | -14.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | UBS Group AG | 52.70K | +0.1% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 50.06K | +14.6% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 48.30K | +7.2% | $5.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 45.06K | +1.9% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 32.86K | +38.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 20 | Stifel Financial Corp | 23.02K | +4.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | D. E. Shaw & Co. ✦ | 21.83K | Nieuw | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 21.04K | -6.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Citadel Advisors ✦ | 20.77K | +863.9% | $2.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Corient Private Wealth LP | 20.21K | -4.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 17.96K | +16.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Fifth Third Bancorp | 13.81K | +28.4% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 13.43K | +15.8% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 13.18K | +13.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Fidelity (FMR) ✦ | 10.22K | +24.3% | $1.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 9.04K | +2.8% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Franklin Resources Inc | 8.28K | 0.0% | $948,971 | 0.0% | Held | 3 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 8.05K | +155.1% | $911,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Captrust Financial Advisors | 7.38K | 0.0% | $845,761 | 0.0% | Held | 3 | SEC ↗ |
| 34 | IMC-Chicago, LLC | 7.00K | 0.0% | $802,270 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 6.22K | +8.8% | $712,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Hrt Financial Lp | 5.85K | -10.2% | $670,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 5.49K | -32.4% | $629,577 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 38 | Creative Planning | 5.14K | +9.3% | $589,031 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Rockefeller Capital Management L.P. | 5.13K | +0.3% | $588,072 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 3.37K | +52.6% | $386,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 3.33K | -12.5% | $381,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Sei Investments Co | 3.21K | -49.5% | $368,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 3.06K | 0.0% | $350,936 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 44 | Hsbc Holdings Plc | 3.00K | 0.0% | $343,830 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Brown Advisory Inc | 2.58K | 0.0% | $295,579 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Lido Advisors, LLC | 2.22K | -23.4% | $254,136 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Jane Street Group, Llc | 2.10K | Nieuw | $240,681 | 0.0% | New | 1 | SEC ↗ |
| 48 | Gotham Asset Management ✦ | 2.10K | 0.0% | $240,223 | 0.0% | Held | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 1.55K | +9.1% | $177,875 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 50 | Us Bancorp \De\ | 1.51K | +0.1% | $173,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Citigroup Inc | 705 | -41.7% | $80,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 683 | +25.8% | $78,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 651 | 0.0% | $74,611 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 212 | Nieuw | $24,297 | 0.0% | New | 1 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 165 | 0.0% | $18,881 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| D. E. Shaw & Co. | $2.50M | 0.0% |
| Jane Street Group, Llc | $240,681 | 0.0% |
| Qube Research & Technologies… | $24,297 | 0.0% |
Verlaten
| FIL Ltd | $212.22M | was 0.2% |
| Two Sigma Investments | $5.29M | was 0.0% |
| HighTower Advisors, LLC | $1.62M | was 0.0% |
| Renaissance Technologies | $429,607 | was 0.0% |
| GAMCO Investors | $298,983 | was 0.0% |
| Neuberger Berman Group LLC | $277,735 | was 0.0% |
| Russell Investments Group… | $20,319 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 298 houders, 8.34M aandelen, $952.25M 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 het vaakst nog meer 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: Q2 2026 ·
Methodologie ·
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