IMCV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +3 | 4.05M | $370.45M | +3 | −1 |
| Q1 2026 | 39 | +3 | 3.84M | $325.92M | +3 | n/a |
| Q4 2025 | 36 | 0 | 3.59M | $294.62M | n/a | n/a |
| Q3 2025 | 5 | 0 | 681.27K | $54.74M | n/a | n/a |
| Q2 2025 | 2 | -1 | 4.91K | $372,673 | n/a | −1 |
| Q1 2025 | 1 | +1 | 2.89K | $214,335 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.45K | $663,557 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 585.52K | -7.4% | $48.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 448.85K | n/a | $36.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 338.79K | n/a | $27.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 291.83K | n/a | $24.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 261.28K | n/a | $21.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 235.92K | n/a | $19.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 225.13K | n/a | $18.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 217.39K | n/a | $17.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | UBS Group AG | 193.46K | n/a | $15.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 118.36K | n/a | $9.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 97.34K | n/a | $8.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 96.43K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 93.33K | n/a | $7.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 56.26K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 46.63K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 45.78K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 44.43K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 28.12K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 24.40K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 34.67K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 17.62K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 17.84K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 16.50K | -10.6% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 15.31K | -39.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Citigroup Inc | 7.92K | n/a | $652,036 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | First Manhattan Co. Llc. | 7.44K | n/a | $612,432 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 5.62K | n/a | $462,959 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.84K | n/a | $316,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 3.76K | n/a | $309,244 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.75K | +9.6% | $309,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 3.70K | n/a | $304,898 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Bank Of Montreal /Can/ | 3.47K | n/a | $285,384 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 1.50K | 0.0% | $123,507 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 711 | n/a | $58,542 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 574 | n/a | $47,303 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 351 | n/a | $28,888 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 172 houders, 8.02M aandelen, $655.14M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.