Effectdossier · gearchiveerd kwartaal
IGRO
naam in afwachting van profielverwerking
41Gevolgde houders
+1Δ houders
4.68MGehouden aandelen
$387.09MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom -8.8% ·
netto nieuwe posities +2.4%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 42 | 0 | 5.15M | $452.75M | +2 | −2 |
| Q1 2026 | 43 | +2 | 5.17M | $432.15M | +3 | −1 |
| Q4 2025 | 41 | +1 | 4.68M | $387.09M | +1 | — |
| Q3 2025 | 5 | 0 | 1.27M | $101.41M | — | — |
| Q2 2025 | 3 | 0 | 124.49K | $9.82M | — | — |
| Q1 2025 | 1 | 0 | 14.74K | $1.07M | — | — |
| Q4 2024 | 1 | 0 | 7.73K | $525,331 | — | — |
| Q3 2024 | 1 | +1 | 10.14K | $756,641 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 786.36K | — | $65.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 786.36K | — | $65.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 786.36K | — | $65.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 786.36K | — | $65.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 713.38K | — | $59.05M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 713.38K | — | $59.05M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 654.07K | -18.7% | $54.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 654.07K | -18.7% | $54.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 654.07K | -18.7% | $54.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 461.17K | — | $38.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 421.08K | — | $34.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 421.08K | — | $34.85M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 396.65K | — | $32.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 218.76K | — | $18.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 132.94K | -65.4% | $11.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 132.94K | -65.4% | $11.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 132.94K | -65.4% | $11.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 104.11K | — | $8.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 92.89K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 73.06K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 72.71K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 71.57K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 70.00K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 70.00K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 70.00K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 58.55K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 49.23K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 45.52K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 44.16K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 37.25K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 27.72K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 27.72K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 20.43K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 20.43K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 19.57K | Nieuw | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 19.57K | Nieuw | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 19.42K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 15.59K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 12.00K | — | $993,076 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 12.00K | — | $993,076 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 10.37K | — | $857,897 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 10.12K | +279.3% | $837,219 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Franklin Resources Inc | 9.32K | — | $771,251 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 9.32K | — | $771,251 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | First Manhattan Co. Llc. | 6.50K | — | $538,005 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 6.16K | — | $509,498 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 5.31K | — | $439,260 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 3.00K | — | $248,558 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 2.78K | +7.0% | $229,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Citigroup Inc | 2.53K | — | $209,243 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 870 | — | $72,010 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | BlackRock ✦ (passief) | 768 | -99.0% | $63,567 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 380 | — | $31,453 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 380 | — | $31,453 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 275 | — | $22,762 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 128 | — | $10,574 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 50 | — | $4,139 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Cwm, Llc | 8 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.62M | 0.0% |
| Goldman Sachs Group | $1.62M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 219 houders, 9.21M aandelen, $732.45M 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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