INDY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.6% ·
aandelenstroom +0.7% ·
netto nieuwe posities +2.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -4 | 3.52M | $153.16M | +2 | −6 |
| Q1 2026 | 39 | -1 | 3.80M | $160.51M | +4 | −5 |
| Q4 2025 | 39 | +1 | 3.23M | $159.18M | +1 | — |
| Q3 2025 | 5 | 0 | 2.28M | $116.08M | — | — |
| Q2 2025 | 3 | 0 | 2.13M | $115.79M | — | — |
| Q1 2025 | 1 | +1 | 56.74K | $2.88M | +1 | — |
| Q3 2024 | 1 | -1 | 25.31K | $1.43M | — | −1 |
| Q2 2024 | 2 | — | 10.66K | $572,123 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 1.90M | -2.1% | $93.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 258.21K | -18.5% | $12.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 163.90K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 149.40K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 136.86K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 134.98K | +678.4% | $6.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Royal Bank Of Canada | 111.91K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Bank Of America Corp /De/ | 43.52K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Raymond James Financial Inc | 37.06K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 30.05K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 25.00K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cibc World Market Inc. | 24.20K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 22.61K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Deutsche Bank Ag\ | 22.26K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lazard Asset Management Llc | 21.06K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 18.27K | — | $900,691 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 17.23K | — | $849,212 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 13.79K | — | $679,758 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 12.93K | — | $637,249 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 11.00K | — | $542,061 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 10.35K | — | $510,201 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 10.21K | — | $503,275 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Artisan Partners Limited Partnership | 8.48K | — | $417,979 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 7.46K | — | $367,711 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 6.37K | — | $313,832 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 6.34K | — | $312,359 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 6.01K | -7.5% | $296,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 5.00K | — | $246,450 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 4.48K | — | $220,998 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | D. E. Shaw & Co. ✦ | 4.27K | Nieuw | $210,320 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rhumbline Advisers | 2.43K | — | $119,774 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 1.67K | — | $82,227 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Northwestern Mutual Wealth… | 1.04K | — | $51,262 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 887 | — | $43,720 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 665 | — | $32,778 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 470 | — | $23,166 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 289 | — | $14,245 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 278 | -50.0% | $13,723 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Cwm, Llc | 125 | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $210,320 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 4.28M aandelen, $180.30M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.