Effectdossier · gearchiveerd kwartaal
INCM
naam in afwachting van profielverwerking
28Gevolgde houders
+1Δ houders
21.51MGehouden aandelen
$621.07MGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom +17.0% ·
netto nieuwe posities +3.6%
— 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 | 28 | +1 | 21.51M | $621.07M | +2 | −1 |
| Q1 2026 | 28 | +3 | 18.77M | $539.86M | +3 | — |
| Q4 2025 | 25 | 0 | 15.24M | $427.59M | — | — |
| Q3 2025 | 3 | 0 | 228.45K | $6.34M | — | — |
| Q2 2025 | 1 | 0 | 70.58K | $1.91M | — | — |
| Q1 2025 | 1 | 0 | 29.55K | $786,917 | — | — |
| Q4 2024 | 1 | +1 | 34.63K | $903,947 | +1 | — |
| Q2 2024 | 1 | — | 9.88K | $255,629 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.29M | +29.0% | $181.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.67M | +17.6% | $77.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.67M | +17.6% | $77.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.67M | +17.6% | $77.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.53M | +7.8% | $73.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.53M | +7.8% | $73.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.53M | +7.8% | $73.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.76M | +13.0% | $50.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.76M | +13.0% | $50.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.76M | +13.0% | $50.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 1.73M | +6.4% | $50.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.57M | +27.7% | $45.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.57M | +27.7% | $45.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.45M | +8.2% | $41.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.45M | +8.2% | $41.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.45M | +8.2% | $41.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 723.83K | +16.5% | $20.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 639.05K | +10.1% | $18.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 639.05K | +10.1% | $18.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 639.05K | +10.1% | $18.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 625.44K | -0.2% | $18.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 319.48K | +22.4% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 305.93K | +6.7% | $8.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 285.80K | +15.8% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 171.52K | +27.8% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 171.52K | +27.8% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 171.52K | +27.8% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 133.38K | -1.7% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 133.38K | -1.7% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 111.84K | +47.3% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 42.86K | +108.1% | $1.24M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | Truist Financial Corp | 40.92K | +9.0% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 26.08K | +2.2% | $759,566 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 26.08K | +2.2% | $759,566 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Citigroup Inc | 18.28K | Nieuw | $527,527 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mariner, LLC | 10.50K | -66.7% | $302,978 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Franklin Resources Inc | 9.49K | +956.6% | $273,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Franklin Resources Inc | 9.49K | +956.6% | $273,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jane Street Group, Llc | 9.06K | -73.0% | $261,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 8.70K | Nieuw | $251,101 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 5.00K | 0.0% | $144,275 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 3.90K | +8.3% | $112,562 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 1.80K | 0.0% | $51,852 | 0.0% | Held | 3 | SEC ↗ |
| 44 | UBS Group AG | 283 | +55.5% | $8,166 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citigroup Inc | $527,527 | 0.0% |
| Captrust Financial Advisors | $251,101 | 0.0% |
Verlaten
| Northwestern Mutual Wealth… | $3,162 | was 0.0% |
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.
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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