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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -1 | 4.34M | $244.08M | +4 | −5 |
| Q1 2026 | 46 | +8 | 4.76M | $299.29M | +9 | −1 |
| Q4 2025 | 38 | -2 | 4.52M | $226.75M | — | −2 |
| Q3 2025 | 8 | +3 | 1.20M | $58.89M | +3 | — |
| Q2 2025 | 2 | 0 | 39.83K | $1.76M | — | — |
| Q1 2025 | 1 | 0 | 43.62K | $1.98M | — | — |
| Q4 2024 | 1 | 0 | 8.21K | $350,642 | — | — |
| Q3 2024 | 1 | -1 | 24.71K | $1.09M | — | −1 |
| Q2 2024 | 2 | — | 103.74K | $4.56M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 984.34K | — | $49.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 816.64K | +1.3% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 816.64K | +1.3% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 816.64K | +1.3% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 491.20K | — | $24.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 491.20K | — | $24.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 491.20K | — | $24.66M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 274.39K | -6.2% | $13.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cwm, Llc | 273.79K | — | $13.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 252.35K | — | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 226.58K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 226.58K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 226.58K | — | $11.37M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 197.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 155.01K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 155.01K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 134.85K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 134.85K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 134.85K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 134.85K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 134.85K | — | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 100.50K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 76.50K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 66.04K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 66.04K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 66.04K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 56.03K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 50.12K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 32.12K | -51.3% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 32.12K | -51.3% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 32.12K | -51.3% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 30.90K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 30.14K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 29.98K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 29.98K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 29.91K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 29.91K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 29.91K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 27.27K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cibc World Market Inc. | 22.55K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 22.21K | +335.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 21.24K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 17.46K | — | $876,341 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Jennison Associates Llc | 15.73K | — | $789,886 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 14.12K | — | $708,694 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 13.10K | — | $657,814 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 11.51K | — | $577,742 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Focus Partners Wealth | 11.05K | — | $554,961 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Creative Planning | 8.35K | — | $419,321 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Gotham Asset Management ✦ | 7.29K | +4.1% | $366,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citigroup Inc | 6.44K | — | $323,224 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 5.61K | +8.3% | $281,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Us Bancorp \De\ | 1.92K | — | $96,284 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 1.92K | — | $96,284 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Blair William & Co/Il | 1.64K | — | $82,259 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 321 | — | $16,149 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 40 | — | $2,008 | 0.0% | n/c | 1 | 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
| 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 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: Q4 2025 ·
Methodologie ·
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