IGD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 11.22M | $68.91M | +4 | −1 |
| Q1 2026 | 25 | +3 | 11.22M | $63.97M | +4 | −1 |
| Q4 2025 | 22 | 0 | 10.91M | $62.46M | — | — |
| Q3 2025 | 2 | -1 | 2.59M | $15.35M | — | −1 |
| Q2 2025 | 1 | 0 | 11.14K | $64,618 | — | — |
| Q1 2025 | 1 | +1 | 58.18K | $335,710 | +1 | — |
| Q2 2024 | 1 | — | 14.69K | $75,517 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.84M | — | $16.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.50M | — | $14.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.29M | -11.4% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 1.20M | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 1.20M | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 447.56K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 362.99K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 362.99K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 362.99K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 305.70K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 305.70K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 305.70K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 209.75K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 193.04K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 193.04K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 172.25K | — | $985,263 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 172.25K | — | $985,263 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 125.81K | — | $719,633 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 125.81K | — | $719,633 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 70.96K | — | $405,870 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 60.85K | — | $348,040 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 53.26K | — | $304,646 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 36.86K | — | $210,836 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 36.86K | — | $210,836 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 17.82K | — | $101,918 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 17.82K | — | $101,918 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 4.05K | — | $23,155 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citigroup Inc | 3.52K | — | $20,163 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.10K | — | $6,303 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 311 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 89 | — | $509 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1 | -75.0% | $6 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 92 houders, 17.65M aandelen, $97.81M 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.