Effectdossier · gearchiveerd kwartaal
IMCV
naam in afwachting van profielverwerking
39Gevolgde houders
+3Δ houders
3.84MGehouden aandelen
$325.92MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +7.0% ·
netto nieuwe posities +7.7%
— 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 | +3 | 4.06M | $370.77M | +3 | — |
| Q1 2026 | 39 | +3 | 3.84M | $325.92M | +3 | — |
| Q4 2025 | 36 | 0 | 3.59M | $294.62M | — | — |
| Q3 2025 | 5 | 0 | 681.27K | $54.74M | — | — |
| Q2 2025 | 2 | -1 | 4.91K | $372,673 | — | −1 |
| Q1 2025 | 1 | +1 | 2.89K | $214,335 | +1 | — |
| Q2 2024 | 1 | — | 9.45K | $663,557 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 610.52K | +4.3% | $51.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 610.52K | +4.3% | $51.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 610.52K | +4.3% | $51.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 444.55K | -1.0% | $37.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 444.55K | -1.0% | $37.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 407.78K | +72.8% | $34.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 407.78K | +72.8% | $34.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 370.81K | +9.4% | $31.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 270.62K | -7.3% | $22.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 250.71K | -4.0% | $21.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 250.71K | -4.0% | $21.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 230.86K | +6.2% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 230.86K | +6.2% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 202.17K | -10.2% | $17.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 202.17K | -10.2% | $17.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 195.31K | +0.9% | $16.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 195.31K | +0.9% | $16.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 126.59K | +7.0% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 124.40K | +27.8% | $10.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 109.81K | +13.9% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 97.44K | +4.4% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 97.44K | +4.4% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 57.14K | +1.6% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 45.06K | -3.4% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 44.78K | -2.2% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 44.42K | 0.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 35.68K | +100.0% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 26.54K | -5.6% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 24.45K | +0.2% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 22.62K | +47.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 22.62K | +47.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 22.62K | +47.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 22.62K | +47.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 16.29K | -53.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 13.45K | Nieuw | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 11.23K | -36.3% | $956,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 10.34K | +83.9% | $865,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citigroup Inc | 8.09K | +2.2% | $686,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 7.87K | -52.3% | $666,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | First Manhattan Co. Llc. | 7.44K | 0.0% | $630,637 | 0.0% | Held | 2 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 4.10K | +9.1% | $347,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cwm, Llc | 3.84K | 0.0% | $325,323 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 3.71K | -1.2% | $314,304 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 3.47K | 0.0% | $293,868 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.26K | -11.9% | $276,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 3.26K | -11.9% | $276,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 3.06K | Nieuw | $259,190 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 2.79K | Nieuw | $236,428 | 0.0% | New | 1 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 1.50K | 0.0% | $127,179 | 0.0% | Held | 4 | SEC ↗ |
| 50 | Assetmark, Inc | 722 | +1.6% | $61,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 575 | +0.2% | $48,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 351 | 0.0% | $29,772 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $1.14M | 0.0% |
| Jane Street Group, Llc | $259,190 | 0.0% |
| Mercer Global Advisors Inc… | $236,428 | 0.0% |
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.
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 ·
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