Effectdossier · gearchiveerd kwartaal
IGE
naam in afwachting van profielverwerking
46Gevolgde houders
+8Δ houders
4.76MGehouden aandelen
$299.29MGerapporteerde waarde
+9Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +21.1% ·
aandelenstroom +5.3% ·
netto nieuwe posities +17.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 28.77K | $1.83M | n/a | −1 |
| 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | +36.1% | $69.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 998.59K | +103.3% | $62.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Cwm, Llc | 317.30K | +15.9% | $19.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 272.06K | -0.8% | $17.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 271.77K | +7.7% | $17.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 266.79K | +17.8% | $16.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 217.90K | +40.6% | $13.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 173.71K | -12.2% | $10.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 168.54K | +155.2% | $10.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Bnp Paribas Financial Markets | 150.20K | +49.5% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 136.30K | +1.1% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Allianz Asset Management GmbH | 65.00K | Nieuw | $4.09M | 0.0% | New | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 63.81K | -93.5% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 58.03K | -24.1% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 56.70K | +1.2% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 34.20K | +6.5% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Osaic Holdings, Inc. | 31.20K | +4.3% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 30.42K | +11.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 30.08K | +0.4% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 27.79K | -10.1% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 23.12K | -23.3% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 23.10K | -53.9% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Cibc World Market Inc. | 22.46K | -0.4% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 21.70K | -2.3% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 20.72K | -2.5% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 18.56K | +31.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Marshall Wace ✦ | 18.14K | Nieuw | $1.14M | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 17.85K | +36.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 15.61K | -10.6% | $982,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 14.21K | Nieuw | $894,638 | 0.0% | New | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 11.05K | 0.0% | $695,802 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 9.22K | -19.9% | $581,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jennison Associates Llc | 8.87K | -43.6% | $558,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 8.45K | +1.2% | $532,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citigroup Inc | 7.08K | +9.9% | $445,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 5.80K | +3.4% | $364,886 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 5.70K | -21.9% | $358,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 4.86K | Nieuw | $301,253 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 4.31K | Nieuw | $268,486 | 0.0% | New | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 4.10K | Nieuw | $258,054 | 0.0% | New | 1 | SEC ↗ |
| 41 | Stifel Financial Corp | 3.56K | Nieuw | $224,004 | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 3.47K | Nieuw | $218,213 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 965 | -41.1% | $60,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 510 | -73.4% | $32,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 312 | -2.8% | $19,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Simplex Trading, Llc | 116 | Nieuw | $7,301 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Allianz Asset Management GmbH | $4.09M | 0.0% |
| Marshall Wace | $1.14M | 0.0% |
| Fifth Third Bancorp | $894,638 | 0.0% |
| TD Waterhouse Canada Inc. | $301,253 | 0.0% |
| Wealth Enhancement Advisory… | $268,486 | 0.0% |
| Baird Financial Group, Inc. | $258,054 | 0.0% |
| Stifel Financial Corp | $224,004 | 0.0% |
| Citadel Advisors | $218,213 | 0.0% |
| Simplex Trading, Llc | $7,301 | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $2,008 | 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: Q1 2026 ·
Methodologie ·
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