Effectdossier
IEO
naam in afwachting van profielverwerking
46Gevolgde houders
0Δ houders
1.22MGehouden aandelen
$134.11MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -15.4% · netto nieuwe posities -2.2% — formule
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | 0 | 1.22M | $134.11M | +3 | −4 |
| Q1 2026 | 48 | +3 | 1.46M | $182.04M | +4 | −1 |
| Q4 2025 | 45 | +2 | 1.17M | $104.36M | +2 | — |
| Q3 2025 | 6 | 0 | 464.00K | $42.97M | +1 | −1 |
| Q2 2025 | 3 | 0 | 58.42K | $5.18M | +1 | −1 |
| Q1 2025 | 2 | 0 | 73.83K | $6.98M | +1 | −1 |
| Q4 2024 | 2 | 0 | 30.87K | $2.77M | — | — |
| Q3 2024 | 2 | 0 | 23.14K | $2.12M | +1 | −1 |
| Q2 2024 | 2 | — | 41.59K | $4.14M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 297.51K | -3.9% | $32.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Two Sigma Investments ✦ | 117.55K | +1177.7% | $12.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 100.74K | -13.9% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 89.52K | -5.9% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 89.47K | -30.2% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 54.33K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 46.12K | -24.4% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 43.90K | +175.2% | $4.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 43.36K | -1.5% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 39.34K | -10.6% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | UBS Group AG | 39.25K | -21.3% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Citigroup Inc | 34.66K | +1542.9% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Manufacturers Life Insurance… | 28.41K | -35.5% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 16.30K | -72.5% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 16.30K | +5.6% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 15.39K | -43.6% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 13.01K | +1.0% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Truist Financial Corp | 12.46K | -23.8% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 11.90K | +29.0% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 11.67K | -47.3% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 11.41K | -39.9% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 10.56K | -10.2% | $1.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 23 | Cetera Investment Advisers | 10.53K | -7.2% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 7.35K | +4.4% | $807,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 7.32K | +18.3% | $804,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 6.48K | +114.7% | $711,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 6.35K | Nieuw | $696,612 | 0.0% | New | 1 | SEC ↗ |
| 28 | Millennium Management ✦ | 5.80K | Nieuw | $637,124 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 5.31K | -44.5% | $582,868 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 4.31K | -8.8% | $473,395 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 4.31K | +1.6% | $473,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 3.94K | +55.7% | $432,511 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Focus Partners Wealth | 3.35K | +31.4% | $368,451 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 2.96K | +0.4% | $325,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Marshall Wace ✦ | 2.57K | -71.3% | $282,593 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Rockefeller Capital Management L.P. | 2.09K | -1.1% | $229,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.27K | +15.0% | $140,068 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.02K | 0.0% | $111,697 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 712 | 0.0% | $78,247 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 600 | -81.7% | $65,898 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | BlackRock ✦ (passief) | 526 | 0.0% | $57,822 | 0.0% | Held | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 368 | 0.0% | $40,417 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Allspring Global Investments… | 289 | Nieuw | $31,726 | 0.0% | New | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 275 | 0.0% | $30,203 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 50 | -59.7% | $5,492 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 35 | 0.0% | $3,844 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $696,612 | 0.0% |
| Millennium Management | $637,124 | 0.0% |
| Allspring Global Investments… | $31,726 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $25.10M | was 0.0% |
| HighTower Advisors, LLC | $1.84M | was 0.0% |
| Simplex Trading, Llc | $36,096 | was 0.0% |
| Us Bancorp \De\ | $11,366 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 168 houders, 2.34M aandelen, $276.59M 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: Q2 2026 ·
Methodologie ·
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