Effectdossier · gearchiveerd kwartaal
IGE
naam in afwachting van profielverwerking
38Gevolgde houders
-2Δ houders
4.52MGehouden aandelen
$226.75MGerapporteerde waarde
+0Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -0.9% ·
netto nieuwe posities -5.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 28.77K | $1.83M | n/a | n/a |
| Q2 2026 | 42 | -2 | 4.25M | $238.83M | +4 | −7 |
| Q1 2026 | 46 | +8 | 4.76M | $299.29M | +9 | −1 |
| Q4 2025 | 38 | -2 | 4.52M | $226.75M | n/a | −2 |
| Q3 2025 | 8 | +3 | 1.20M | $58.89M | +3 | n/a |
| Q2 2025 | 2 | 0 | 39.83K | $1.76M | n/a | n/a |
| Q1 2025 | 1 | 0 | 43.62K | $1.98M | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.21K | $350,642 | n/a | n/a |
| Q3 2024 | 1 | -1 | 24.71K | $1.09M | n/a | −1 |
| Q2 2024 | 2 | n/a | 103.74K | $4.56M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 984.34K | n/a | $49.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 816.64K | +1.3% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 491.20K | n/a | $24.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 274.39K | -6.2% | $13.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 273.79K | n/a | $13.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 252.35K | n/a | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 226.58K | n/a | $11.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 197.74K | n/a | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 155.01K | n/a | $7.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Pnc Financial Services Group, Inc. | 134.85K | n/a | $6.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Bnp Paribas Financial Markets | 100.50K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 76.50K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 66.04K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 56.03K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 50.12K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 32.12K | -51.3% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Truist Financial Corp | 30.90K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 30.14K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 29.98K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 29.91K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Commonwealth Equity Services, Llc | 27.27K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cibc World Market Inc. | 22.55K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 22.21K | +335.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 21.24K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 17.46K | n/a | $876,341 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jennison Associates Llc | 15.73K | n/a | $789,886 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 14.12K | n/a | $708,694 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 13.10K | n/a | $657,814 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 11.51K | n/a | $577,742 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 11.05K | n/a | $554,961 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 8.35K | n/a | $419,321 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 7.29K | +4.1% | $366,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citigroup Inc | 6.44K | n/a | $323,224 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 5.61K | +8.3% | $281,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.92K | n/a | $96,284 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Blair William & Co/Il | 1.64K | n/a | $82,259 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 321 | n/a | $16,149 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 40 | n/a | $2,008 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $647,166 | was 0.0% |
| D. E. Shaw & Co. | $269,738 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 171 houders, 8.03M aandelen, $497.58M 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: Q4 2025 ·
Methodologie ·
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