Effectdossier · gearchiveerd kwartaal
IETC
naam in afwachting van profielverwerking
32Gevolgde houders
+5Δ houders
853.62KGehouden aandelen
$91.41MGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.5% ·
aandelenstroom -12.2% ·
netto nieuwe posities +15.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 32 | +5 | 853.62K | $91.41M | +5 | — |
| Q1 2026 | 28 | -7 | 972.33K | $85.59M | +2 | −9 |
| Q4 2025 | 35 | +2 | 1.18M | $119.73M | +2 | — |
| Q3 2025 | 4 | 0 | 300.00K | $30.58M | — | — |
| Q2 2025 | 2 | -1 | 17.56K | $1.65M | — | −1 |
| Q1 2025 | 2 | +1 | 127.10K | $9.53M | +1 | — |
| Q4 2024 | 1 | -1 | 35.62K | $3.04M | — | −1 |
| Q3 2024 | 2 | +1 | 21.67K | $1.70M | +1 | — |
| Q2 2024 | 1 | — | 9.41K | $707,444 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 332.42K | +8.1% | $35.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 90.78K | +32.6% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 90.78K | +32.6% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 90.78K | +32.6% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 74.17K | -13.5% | $7.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 74.17K | -13.5% | $7.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Stifel Financial Corp | 47.69K | +4.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 47.60K | -51.4% | $5.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 38.69K | +170.2% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 37.53K | -61.2% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 37.16K | +6.0% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 36.37K | +7.7% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 15.95K | -7.2% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 15.09K | -40.2% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 15.09K | -40.2% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 12.32K | -68.4% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 10.38K | +16.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 10.37K | -55.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 10.05K | +23.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 5.13K | +0.4% | $551,019 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 4.95K | +11.1% | $531,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 4.87K | -14.5% | $523,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 4.87K | -14.5% | $523,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 4.87K | -14.5% | $523,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 4.40K | -89.2% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.40K | -89.2% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.08K | +9.6% | $330,423 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Mariner, LLC | 2.75K | Nieuw | $294,783 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 2.47K | Nieuw | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 2.40K | Nieuw | $258,091 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 2.26K | Nieuw | $242,498 | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 1.92K | Nieuw | $205,897 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 1.90K | -63.0% | $203,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 479 | 0.0% | $51,421 | 0.0% | Held | 3 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 162 | 0.0% | $17,415 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 132 | — | $14,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 132 | — | $14,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 82 | 0.0% | $8,803 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 42 | -54.4% | $4,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 35 | 0.0% | $3,757 | 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
| Mariner, LLC | $294,783 | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
| Focus Partners Wealth | $258,091 | 0.0% |
| Cerity Partners LLC | $242,498 | 0.0% |
| Captrust Financial Advisors | $205,897 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 3.10M aandelen, $275.10M 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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