Effectdossier · gearchiveerd kwartaal
IGRO
naam in afwachting van profielverwerking
43Gevolgde houders
+2Δ houders
5.17MGehouden aandelen
$432.15MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.9% ·
aandelenstroom +10.5% ·
netto nieuwe posities +4.7%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 41 | 0 | 5.13M | $451.32M | +2 | −3 |
| Q1 2026 | 43 | +2 | 5.17M | $432.15M | +3 | −1 |
| Q4 2025 | 41 | +1 | 4.68M | $387.09M | +1 | n/a |
| Q3 2025 | 5 | 0 | 1.27M | $101.41M | n/a | n/a |
| Q2 2025 | 3 | 0 | 124.49K | $9.82M | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.74K | $1.07M | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.73K | $525,331 | n/a | n/a |
| Q3 2024 | 1 | +1 | 10.14K | $756,641 | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 783.69K | +19.8% | $65.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 756.85K | -3.8% | $63.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Osaic Holdings, Inc. | 735.49K | +3.1% | $61.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 480.49K | +4.2% | $40.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 459.06K | +9.0% | $38.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 400.39K | +0.9% | $33.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 253.66K | +173.1% | $21.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 190.76K | +43.5% | $15.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | UBS Group AG | 170.47K | -22.1% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 144.80K | +288.7% | $12.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 107.42K | +3.2% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 94.03K | +34.3% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Truist Financial Corp | 73.33K | +0.4% | $6.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 67.36K | -7.4% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 65.91K | -7.9% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 58.38K | -0.3% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 50.05K | +13.3% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 45.95K | -6.7% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 37.43K | -17.8% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 26.18K | -5.6% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 25.26K | +149.7% | $2.12M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Stifel Financial Corp | 21.91K | +7.2% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Creative Planning | 19.12K | -1.6% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 16.45K | +5.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 14.85K | +23.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 13.72K | +393.9% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 11.51K | +11.0% | $964,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 7.10K | -63.7% | $594,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 7.06K | +14.6% | $591,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | First Manhattan Co. Llc. | 6.50K | 0.0% | $544,505 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 6.34K | +19.5% | $531,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 3.44K | Nieuw | $287,834 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 2.77K | -7.7% | $232,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 2.60K | Nieuw | $217,802 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citigroup Inc | 2.28K | -9.8% | $190,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 1.04K | -88.8% | $87,456 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | National Bank Of Canada /Fi/ | 725 | +163.6% | $60,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 516 | -32.8% | $43,225 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 396 | +4.2% | $33,173 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Fifth Third Bancorp | 375 | Nieuw | $31,414 | 0.0% | New | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 50 | 0.0% | $4,189 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Cwm, Llc | 25 | +212.5% | $2,099 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 0 | -100.0% | $7 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $287,834 | 0.0% |
| Cerity Partners LLC | $217,802 | 0.0% |
| Fifth Third Bancorp | $31,414 | 0.0% |
Verlaten
| Qube Research & Technologies… | $72,010 | was 0.0% |
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 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: Q1 2026 ·
Methodologie ·
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