Effectdossier · gearchiveerd kwartaal
IIM
naam in afwachting van profielverwerking
27Gevolgde houders
0Δ houders
4.46MGehouden aandelen
$54.22MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -11.0% · netto nieuwe posities 0.0% — formule
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 | 24 | -2 | 4.11M | $52.33M | +1 | −3 |
| Q1 2026 | 27 | 0 | 4.46M | $54.22M | +4 | −4 |
| Q4 2025 | 26 | 0 | 4.99M | $61.47M | — | — |
| Q3 2025 | 3 | — | 690.48K | $8.67M | — | — |
| Q3 2024 | 1 | +1 | 12.94K | $166,616 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.21M | -28.1% | $14.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 681.89K | +1.1% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 681.89K | +1.1% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 597.88K | +4.7% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 597.88K | +4.7% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 588.67K | +0.1% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 259.78K | +5.7% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 259.78K | +5.7% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 186.35K | -23.0% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 170.39K | +8.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 165.33K | +7.7% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 106.22K | -1.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 95.46K | -0.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 95.46K | -0.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 91.63K | +0.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 65.64K | +0.5% | $798,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 65.64K | +0.5% | $798,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 59.44K | +7.5% | $722,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 37.70K | +25.2% | $458,481 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 37.70K | +25.2% | $458,481 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 24.32K | — | $295,780 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 23.61K | -4.5% | $287,137 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Nuveen, LLC | 19.25K | 0.0% | $234,092 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 13.10K | 0.0% | $159,260 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 12.36K | Nieuw | $150,287 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 11.86K | +8.9% | $142,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 11.48K | Nieuw | $139,559 | 0.0% | New | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 11.36K | Nieuw | $138,138 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 7.63K | 0.0% | $92,842 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.89K | -54.8% | $23,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 1.01K | 0.0% | $12,330 | 0.0% | Held | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 374 | 0.0% | $4,436 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 59 | Nieuw | $706 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Quantinno Capital Management… | $150,287 | 0.0% |
| Captrust Financial Advisors | $139,559 | 0.0% |
| Envestnet Asset Management Inc | $138,138 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
Verlaten
| Hrt Financial Lp | $656,000 | was 0.0% |
| Lido Advisors, LLC | $621,495 | was 0.0% |
| Mariner, LLC | $236,830 | was 0.0% |
| Susquehanna International… | $221,095 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 8.22M aandelen, $94.73M 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 ·
Verkrijg dit via de API