Effectdossier
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
50Gevolgde houders
+3Δ houders
12.43MGehouden aandelen
$1.22BGerapporteerde waarde
+5Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.4% ·
aandelenstroom +6.1% ·
netto nieuwe posities +4.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | +3 | 12.43M | $1.22B | +5 | −3 |
| Q1 2026 | 49 | 0 | 11.86M | $935.34M | +2 | −2 |
| Q4 2025 | 48 | +2 | 11.45M | $913.80M | +2 | — |
| Q3 2025 | 5 | -1 | 1.23M | $101.72M | — | −1 |
| Q2 2025 | 3 | 0 | 18.51K | $1.49M | +1 | −1 |
| Q1 2025 | 2 | 0 | 22.19K | $1.59M | — | — |
| Q4 2024 | 2 | -1 | 21.84K | $1.65M | — | −1 |
| Q3 2024 | 3 | +1 | 19.97K | $1.46M | +1 | — |
| Q2 2024 | 2 | — | 42.62K | $2.89M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.87M | +10.3% | $282.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.32M | +2.9% | $129.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.14M | +11.2% | $111.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.02M | +9.8% | $100.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 993.16K | +20.0% | $97.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 970.84K | +2.9% | $95.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 577.87K | +1.8% | $56.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 542.97K | +12.1% | $53.38M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Commonwealth Equity Services, Llc | 529.89K | -7.7% | $52.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 440.63K | -1.8% | $43.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 436.06K | -8.6% | $42.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 422.53K | +2.1% | $41.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 212.86K | -21.0% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 144.11K | -11.0% | $14.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 122.95K | Nieuw | $12.09M | 0.0% | New | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 98.43K | -8.5% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 71.22K | -22.5% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 18 | Mml Investors Services, Llc | 65.23K | +22.1% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 61.63K | +10.2% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 55.40K | +46.0% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 53.56K | +7.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Blair William & Co/Il | 48.13K | +13.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 24.15K | -9.7% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | CIBC Bancorp USA Inc. | 22.57K | +19.1% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Goldman Sachs Group ✦ | 22.34K | -14.4% | $2.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 20.65K | +12.4% | $2.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 20.59K | -0.7% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Citigroup Inc | 13.49K | -6.2% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 12.00K | -3.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 11.87K | -2.7% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 11.35K | -0.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 9.39K | -0.3% | $922,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 8.42K | +21.9% | $827,588 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Nuveen, LLC | 8.21K | Nieuw | $807,462 | 0.0% | New | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 6.57K | Nieuw | $645,340 | 0.0% | New | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 6.47K | 0.0% | $636,493 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Clearbridge Investments, LLC | 6.17K | -9.3% | $606,904 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 5.20K | +9.6% | $511,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 4.33K | 0.0% | $426,131 | 0.0% | Held | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 3.95K | +41.1% | $387,892 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Cerity Partners LLC | 3.62K | -16.6% | $356,146 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Focus Partners Wealth | 3.50K | -59.9% | $344,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 3.15K | -1.4% | $309,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 2.68K | +0.1% | $263,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 2.43K | Nieuw | $239,262 | 0.0% | New | 1 | SEC ↗ |
| 46 | Franklin Resources Inc | 956 | 0.0% | $93,975 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 901 | +3.9% | $88,594 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | UBS AM, a distinct business unit of… | 790 | -33.0% | $77,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 500 | Nieuw | $49,150 | 0.0% | New | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 283 | -64.0% | $27,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wellington Management | $12.09M | 0.0% |
| Nuveen, LLC | $807,462 | 0.0% |
| Quantinno Capital Management… | $645,340 | 0.0% |
| Gotham Asset Management | $239,262 | 0.0% |
| BlackRock | $49,150 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.61M | was 0.0% |
| Jane Street Group, Llc | $2.08M | was 0.0% |
| Hrt Financial Lp | $1.39M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 400 houders, 25.84M aandelen, $1.99B 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: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API