INCM
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 693.31K | $19.89M | n/a | n/a |
| Q2 2026 | 28 | +1 | 21.51M | $621.07M | +2 | −1 |
| Q1 2026 | 28 | +3 | 18.77M | $539.86M | +3 | n/a |
| Q4 2025 | 25 | 0 | 15.24M | $427.59M | n/a | n/a |
| Q3 2025 | 3 | 0 | 228.45K | $6.34M | n/a | n/a |
| Q2 2025 | 1 | 0 | 70.58K | $1.91M | n/a | n/a |
| Q1 2025 | 1 | 0 | 29.55K | $786,917 | n/a | n/a |
| Q4 2024 | 1 | +1 | 34.63K | $903,947 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.88K | $255,629 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.82M | n/a | $107.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.17M | n/a | $60.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 1.97M | n/a | $55.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 1.33M | n/a | $37.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 1.24M | n/a | $34.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 947.16K | n/a | $26.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 718.49K | n/a | $20.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 576.38K | n/a | $16.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 558.64K | n/a | $15.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 464.96K | +327.0% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 308.05K | n/a | $8.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 260.20K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 231.97K | n/a | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 207.32K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 139.31K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 76.42K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 58.40K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 43.92K | -32.0% | $1.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 43.63K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 26.91K | n/a | $754,566 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 23.48K | -57.3% | $658,463 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 21.67K | n/a | $607,671 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 1.26K | n/a | $35,246 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Franklin Resources Inc | 680 | n/a | $19,067 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 500 | n/a | $14,020 | 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): 112 houders, 25.20M aandelen, $715.98M 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.