IGEB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom +17.0% ·
netto nieuwe posities -6.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 13.79M | $621.96M | +3 | −5 |
| Q1 2026 | 33 | +1 | 12.59M | $567.38M | +5 | −4 |
| Q4 2025 | 32 | 0 | 13.37M | $610.43M | n/a | n/a |
| Q3 2025 | 5 | -1 | 1.61M | $74.28M | n/a | −1 |
| Q2 2025 | 3 | 0 | 723.66K | $32.88M | n/a | n/a |
| Q1 2025 | 1 | 0 | 28.14K | $1.27M | n/a | n/a |
| Q4 2024 | 1 | +1 | 602.01K | $26.71M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.94M | +25.4% | $177.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.71M | +24.5% | $122.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.78M | +49.3% | $80.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.18M | +9.6% | $53.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | BlackRock ✦ (passief) | 743.16K | +1.0% | $33.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 674.76K | +38.6% | $30.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 645.10K | +15.8% | $29.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 429.77K | +8.5% | $19.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 395.70K | -40.5% | $17.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 259.33K | +35.2% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 241.12K | +6.7% | $10.92M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Assetmark, Inc | 209.12K | +27.4% | $9.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 167.47K | +2.6% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 92.27K | +37.1% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Jane Street Group, Llc | 73.46K | +125.8% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 64.15K | +58.9% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 58.23K | -20.2% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 29.61K | -6.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | National Bank Of Canada /Fi/ | 21.07K | -13.1% | $950,572 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Pnc Financial Services Group, Inc. | 14.80K | +114.7% | $667,717 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | UBS AM, a distinct business unit of… | 9.99K | 0.0% | $450,829 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mariner, LLC | 9.35K | +96.5% | $421,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 8.73K | Nieuw | $394,036 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 8.11K | +9.0% | $365,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 7.48K | +552.6% | $337,399 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Focus Partners Wealth | 7.17K | +37.8% | $323,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 5.06K | Nieuw | $228,414 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.64K | Nieuw | $73,990 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 212 | -88.3% | $9,563 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 6 | 0.0% | $271 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Quantinno Capital Management… | $394,036 | 0.0% |
| Mercer Global Advisors Inc… | $228,414 | 0.0% |
| Northwestern Mutual Wealth… | $73,990 | 0.0% |
Verlaten
| Citadel Advisors | $5.90M | was 0.0% |
| Susquehanna International… | $5.45M | was 0.0% |
| Bank of New York Mellon Corp | $2.53M | was 0.0% |
| HighTower Advisors, LLC | $567,509 | was 0.0% |
| Citigroup Inc | $225 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 179 houders, 26.63M aandelen, $1.10B 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.