IGLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +27.1% ·
netto nieuwe posities +5.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +3 | 7.72M | $162.48M | +3 | — |
| Q1 2026 | 18 | +1 | 6.64M | $169.38M | +3 | −2 |
| Q4 2025 | 17 | 0 | 5.22M | $130.76M | — | — |
| Q3 2025 | 2 | — | 7 | $216 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.38M | +56.5% | $60.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.22M | -1.0% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Truist Financial Corp | 1.10M | +22.2% | $28.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 561.59K | +48.2% | $14.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 552.82K | +19.9% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 446.68K | +27.3% | $11.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 446.68K | +27.3% | $11.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 127.82K | -37.5% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 73.46K | -2.2% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 69.36K | +115.2% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 69.36K | +115.2% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | First Trust Advisors Lp | 38.42K | +14.8% | $980,888 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 24.30K | +18.4% | $620,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 22.82K | Nieuw | $582,620 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 4.60K | +229750.0% | $117,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 4.60K | +229750.0% | $117,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 3.01K | Nieuw | $76,769 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 3.01K | Nieuw | $76,769 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 2.74K | +53.3% | $70,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 604 | Nieuw | $15,420 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 157 | 0.0% | $3,993 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 157 | 0.0% | $3,993 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3 | -99.8% | $94 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $582,620 | 0.0% |
| UBS Group AG | $76,769 | 0.0% |
| UBS Group AG | $76,769 | 0.0% |
| Fifth Third Bancorp | $15,420 | 0.0% |
Verlaten
| Rockefeller Capital… | $12,505 | was 0.0% |
| Simplex Trading, Llc | $2,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 14.97M aandelen, $376.08M 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.