Effectdossier · gearchiveerd kwartaal
IGOV
naam in afwachting van profielverwerking
45Gevolgde houders
-1Δ houders
6.26MGehouden aandelen
$256.97MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.2% ·
aandelenstroom +26.2% ·
netto nieuwe posities -2.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.53M | +6.8% | $62.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 503.82K | +4.0% | $20.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 503.82K | +4.0% | $20.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 503.82K | +4.0% | $20.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 503.82K | +4.0% | $20.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Neuberger Berman Group LLC | 444.88K | +716.6% | $18.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Neuberger Berman Group LLC | 444.88K | +716.6% | $18.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 382.77K | +61.1% | $15.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 308.24K | +22.7% | $12.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 308.24K | +22.7% | $12.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 288.24K | +98.4% | $11.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 288.24K | +98.4% | $11.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 276.33K | +50.9% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 276.33K | +50.9% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 267.68K | +136.0% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mackenzie Financial Corp | 250.45K | 0.0% | $10.28M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 239.68K | +42.5% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 239.68K | +42.5% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 239.68K | +42.5% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 237.03K | +26.1% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 237.03K | +26.1% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 237.03K | +26.1% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 161.67K | +5.8% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 160.65K | +32.7% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 139.87K | +25.5% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 139.87K | +25.5% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 112.91K | -8.7% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 112.83K | 0.0% | $4.63M | 0.0% | Held | 8 | SEC ↗ |
| 29 | Northern Trust Corp | 110.10K | +1036.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 103.67K | -21.8% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Allianz Asset Management GmbH | 67.92K | -34.9% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cetera Investment Advisers | 60.61K | +39.7% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 48.92K | +5.3% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 46.02K | +51.3% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citigroup Inc | 39.44K | +5.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 37.43K | +2.4% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 37.43K | +2.4% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 35.04K | +16.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 31.85K | +58.8% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 31.33K | +10.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Manufacturers Life Insurance… | 30.34K | 0.0% | $1.25M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Lazard Asset Management Llc | 27.06K | +97.1% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 25.88K | +291.4% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 25.88K | +291.4% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 24.80K | +0.9% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 24.80K | +0.9% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 24.80K | +0.9% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Cerity Partners LLC | 19.07K | -75.6% | $782,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Mariner, LLC | 17.57K | +20.7% | $721,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 16.06K | Nieuw | $659,588 | 0.0% | New | 1 | SEC ↗ |
| 51 | Invesco Ltd. | 15.81K | +0.5% | $649,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Julius Baer & Co. Ltd, Zurich | 14.88K | -19.2% | $611,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 10.55K | -21.0% | $433,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 9.45K | -30.9% | $387,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 8.25K | -59.8% | $338,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 8.25K | -59.8% | $338,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 8.25K | -59.8% | $338,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fifth Third Bancorp | 6.61K | Nieuw | $271,448 | 0.0% | New | 1 | SEC ↗ |
| 59 | Cwm, Llc | 5.12K | 0.0% | $210,179 | 0.0% | Held | 2 | SEC ↗ |
| 60 | DZ BANK AG Deutsche Zentral… | 1.44K | -73.0% | $58,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Franklin Resources Inc | 1.06K | 0.0% | $43,729 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 846 | 0.0% | $34,761 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 230 | -4.6% | $9,451 | 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… | $659,588 | 0.0% |
| Fifth Third Bancorp | $271,448 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.40M | was 0.0% |
| Citadel Advisors | $673,517 | was 0.0% |
| Assetmark, Inc | $94,027 | 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: Q1 2026 ·
Methodologie ·
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