Effectdossier · gearchiveerd kwartaal
IGR
naam in afwachting van profielverwerking
31Gevolgde houders
+2Δ houders
24.08MGehouden aandelen
$105.72MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom -3.5% ·
netto nieuwe posities +6.5%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 26 | -4 | 24.59M | $113.35M | +3 | −7 |
| Q1 2026 | 31 | +2 | 24.08M | $105.72M | +4 | −2 |
| Q4 2025 | 29 | 0 | 24.95M | $109.31M | — | — |
| Q3 2025 | 3 | +1 | 10.94M | $56.23M | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.86M | -9.2% | $38.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.86M | -9.2% | $38.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.86M | -9.2% | $38.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.86M | -9.2% | $38.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 5.65M | -2.8% | $24.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 5.65M | -2.8% | $24.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 5.65M | -2.8% | $24.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.91M | +29.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.91M | +29.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.79M | -13.4% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 1.79M | -13.4% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 1.79M | -13.4% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.28M | +2.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 1.13M | +1.9% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 814.73K | +46.1% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 814.73K | +46.1% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 814.73K | +46.1% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 406.49K | +8.0% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 230.26K | +0.7% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 226.65K | +19.9% | $994,971 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 226.65K | +19.9% | $994,971 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 169.92K | -11.1% | $745,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 151.51K | -17.0% | $665,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 126.57K | -7.2% | $550,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 126.57K | -7.2% | $550,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 69.16K | +2205.3% | $303,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 60.36K | +4.4% | $267,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 37.56K | -14.2% | $164,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Balyasny Asset Management L.P. | 29.13K | Nieuw | $127,885 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 25.32K | Nieuw | $111,159 | 0.0% | New | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 24.59K | +25.7% | $107,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 21.09K | -49.8% | $92,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 18.96K | 0.0% | $83,221 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Creative Planning | 14.34K | -23.5% | $62,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 10.52K | Nieuw | $46,172 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 10.37K | +56.8% | $45,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 10.15K | -85.9% | $44,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 5.03K | -3.8% | $22,100 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 5.03K | -3.8% | $22,100 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 2.42K | Nieuw | $10,637 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cwm, Llc | 1.18K | 0.0% | $5,171 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.10K | -35.3% | $4,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 32 | — | $133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Citigroup Inc | 2 | 0.0% | $9 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Balyasny Asset Management L.P. | $127,885 | 0.0% |
| Citadel Advisors | $111,159 | 0.0% |
| Focus Partners Wealth | $46,172 | 0.0% |
| BlackRock | $10,637 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.75M | was 0.0% |
| Millennium Management | $723,681 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 35.46M aandelen, $137.11M 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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