Effectdossier · gearchiveerd kwartaal
IGPT
naam in afwachting van profielverwerking
40Gevolgde houders
+2Δ houders
2.91MGehouden aandelen
$173.38MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +3.9% ·
netto nieuwe posities +5.0%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 10.10K | $1.01M | n/a | −1 |
| Q2 2026 | 44 | +4 | 3.30M | $342.88M | +6 | −3 |
| Q1 2026 | 42 | +1 | 3.17M | $184.22M | +3 | −2 |
| Q4 2025 | 40 | +2 | 2.91M | $173.38M | +2 | n/a |
| Q3 2025 | 4 | +1 | 399.70K | $21.60M | +1 | n/a |
| Q2 2025 | 1 | -2 | 3.45K | $169,513 | n/a | −2 |
| Q1 2025 | 2 | +1 | 26.26K | $1.06M | +1 | n/a |
| Q4 2024 | 1 | 0 | 11.25K | $508,973 | n/a | n/a |
| Q3 2024 | 1 | +1 | 70.13K | $3.19M | +1 | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 642.31K | n/a | $38.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 449.08K | n/a | $26.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 412.20K | +17.2% | $24.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 304.27K | n/a | $18.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 144.56K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 133.19K | n/a | $7.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 119.03K | n/a | $7.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jones Financial Companies Lllp | 96.49K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 90.81K | n/a | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 82.72K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 80.67K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 52.70K | +22.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 52.38K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 39.55K | Nieuw | $2.35M | 0.0% | New | 1 | SEC ↗ |
| 15 | Hsbc Holdings Plc | 27.20K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 25.42K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 21.73K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 18.55K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 18.16K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 11.62K | n/a | $691,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mml Investors Services, Llc | 11.20K | n/a | $666,208 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 10.56K | n/a | $628,182 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 10.34K | n/a | $614,929 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 9.23K | n/a | $548,908 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 9.10K | n/a | $540,998 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 8.93K | n/a | $530,829 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 5.69K | n/a | $338,146 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 5.53K | n/a | $328,673 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 4.90K | n/a | $291,195 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 4.13K | n/a | $245,745 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.63K | +15.4% | $215,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.77K | n/a | $164,833 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 1.75K | n/a | $104,075 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Cwm, Llc | 1.73K | n/a | $103,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 899 | -50.0% | $53,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 575 | n/a | $34,195 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 300 | n/a | $17,841 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 157 | n/a | $9,337 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 92 | Nieuw | $5,471 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 50 | n/a | $2,974 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $2.35M | 0.0% |
| BlackRock | $5,471 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 4.44M aandelen, $249.58M 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: Q4 2025 ·
Methodologie ·
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