Effectdossier · gearchiveerd kwartaal
IGOV
naam in afwachting van profielverwerking
46Gevolgde houders
-1Δ houders
4.96MGehouden aandelen
$206.74MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.1% ·
aandelenstroom -9.4% ·
netto nieuwe posities -2.2%
— 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 | 46 | +2 | 8.70M | $356.98M | +3 | −1 |
| Q1 2026 | 45 | -1 | 6.26M | $256.97M | +2 | −3 |
| Q4 2025 | 46 | -1 | 4.96M | $206.74M | — | −1 |
| Q3 2025 | 8 | +3 | 1.11M | $47.26M | +3 | — |
| Q2 2025 | 2 | +1 | 114.71K | $4.94M | +1 | — |
| Q1 2025 | 1 | -1 | 89.45K | $3.53M | — | −1 |
| Q4 2024 | 2 | +1 | 95.77K | $3.68M | +1 | — |
| Q3 2024 | 1 | 0 | 89.45K | $3.74M | — | — |
| Q2 2024 | 1 | — | 63.46K | $2.45M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.43M | — | $59.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 484.23K | — | $20.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 484.23K | — | $20.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 484.23K | — | $20.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 484.23K | — | $20.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 251.23K | — | $10.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 251.23K | — | $10.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mackenzie Financial Corp | 250.45K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 237.64K | — | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 187.95K | -52.8% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 187.95K | -52.8% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 187.95K | -52.8% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 183.08K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 183.08K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 183.08K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 168.18K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 168.18K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 168.18K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 152.81K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 145.31K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 132.64K | +4.7% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Financial Engines Advisors L.L.C. | 123.71K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 121.09K | — | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 113.42K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fisher Asset Management ✦ | 112.83K | -18.9% | $4.70M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 111.41K | -59.3% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 111.41K | -59.3% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 111.41K | -59.3% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Allianz Asset Management GmbH | 104.32K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 78.06K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Neuberger Berman Group LLC | 54.48K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 46.46K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 43.39K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 37.24K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 36.56K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 36.56K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 33.52K | -51.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 30.43K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 30.34K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 30.21K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Focus Partners Wealth | 28.32K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 24.58K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 24.58K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 24.58K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 20.55K | — | $855,987 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 20.55K | — | $855,987 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 20.55K | — | $855,987 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 20.06K | — | $836,176 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Julius Baer & Co. Ltd, Zurich | 18.41K | — | $767,184 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 16.17K | -80.9% | $673,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Invesco Ltd. | 15.73K | — | $655,437 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 14.56K | — | $606,383 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Lazard Asset Management Llc | 13.73K | — | $571,908 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 13.66K | — | $569,098 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 13.36K | — | $556,494 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 9.68K | — | $403,435 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Ameriprise Financial Inc | 6.61K | — | $275,508 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | DZ BANK AG Deutsche Zentral… | 5.31K | — | $221,215 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 5.12K | — | $213,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Assetmark, Inc | 2.26K | — | $94,027 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Franklin Resources Inc | 1.06K | — | $44,368 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 846 | — | $35,269 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 241 | +64.0% | $10,033 | 0.0% | ▲ Add | 2 | 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
| Renaissance Technologies | $775,320 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 143 houders, 10.79M aandelen, $437.65M 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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