Effectdossier · gearchiveerd kwartaal
IMCV
naam in afwachting van profielverwerking
41Gevolgde houders
+3Δ houders
4.06MGehouden aandelen
$370.77MGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.9% ·
aandelenstroom +5.6% ·
netto nieuwe posities +7.3%
— 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 612.28K | +0.3% | $55.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 612.28K | +0.3% | $55.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 612.28K | +0.3% | $55.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 487.50K | +19.6% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 487.50K | +19.6% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 467.94K | +5.3% | $42.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 467.94K | +5.3% | $42.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 434.28K | +17.1% | $39.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 257.45K | -4.9% | $23.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 247.96K | -1.1% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 247.96K | -1.1% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 234.85K | +1.7% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 234.85K | +1.7% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 234.85K | +1.7% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 203.10K | +0.5% | $18.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 203.10K | +0.5% | $18.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 191.89K | -1.8% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 191.89K | -1.8% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 125.53K | -0.8% | $11.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 122.94K | +11.9% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 104.20K | +6.9% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 104.20K | +6.9% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 104.20K | +6.9% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 57.33K | +0.3% | $5.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 54.25K | -56.4% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 48.59K | Nieuw | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 48.59K | Nieuw | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 45.46K | +2.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 44.92K | +0.3% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 43.73K | -3.0% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 39.00K | +1175.8% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 35.59K | -0.3% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 32.28K | +310.4% | $2.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 26.02K | -2.0% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 23.03K | -5.8% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 18.77K | +81.5% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 16.22K | -0.4% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 13.35K | -41.0% | $1.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 13.35K | -41.0% | $1.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 13.35K | -41.0% | $1.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Fifth Third Bancorp | 13.22K | -1.7% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 10.81K | -3.7% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citigroup Inc | 8.31K | +2.7% | $759,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | First Manhattan Co. Llc. | 7.44K | 0.0% | $679,666 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 6.52K | Nieuw | $595,987 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 4.95K | +33.6% | $452,515 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 4.05K | +45.1% | $369,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 3.50K | -14.6% | $319,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 3.47K | 0.0% | $316,714 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 3.14K | -3.8% | $286,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 3.14K | -3.8% | $286,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passief) | 1.50K | 0.0% | $137,066 | 0.0% | Held | 5 | SEC ↗ |
| 53 | Assetmark, Inc | 724 | +0.3% | $66,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 576 | +0.2% | $52,591 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 331 | -5.7% | $30,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Allspring Global Investments… | 40 | Nieuw | $3,710 | 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
| Susquehanna International… | $4.44M | 0.0% |
| Susquehanna International… | $4.44M | 0.0% |
| Nuveen, LLC | $595,987 | 0.0% |
| Allspring Global Investments… | $3,710 | 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: Q2 2026 ·
Methodologie ·
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