Effectdossier · gearchiveerd kwartaal
INDY
naam in afwachting van profielverwerking
39Gevolgde houders
-1Δ houders
3.80MGehouden aandelen
$160.51MGerapporteerde waarde
+4Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.5% ·
aandelenstroom +16.1% ·
netto nieuwe posities -2.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 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 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.26M | +19.3% | $95.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 249.86K | -3.2% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 191.12K | +27.9% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 176.45K | +7.7% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Bank Of America Corp /De/ | 171.08K | +293.1% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 119.49K | +6.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Susquehanna International Group, Llp | 80.00K | +672.9% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Nomura Asset Management… | 73.22K | Nieuw | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 44.21K | -67.2% | $1.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 44.10K | Nieuw | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 11 | Schroder Investment Management Group | 43.06K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 41.73K | -69.5% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 38.61K | +28.5% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cibc World Market Inc. | 30.43K | +25.8% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 29.35K | -20.8% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Creative Planning | 24.89K | -0.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Lazard Asset Management Llc | 23.00K | +9.2% | $971,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Deutsche Bank Ag\ | 22.26K | 0.0% | $940,136 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 21.13K | -6.5% | $871,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 16.91K | -7.5% | $714,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 16.01K | -7.1% | $676,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 13.12K | +19.3% | $554,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 10.40K | -19.5% | $439,501 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 10.17K | -0.3% | $429,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 8.75K | +17.2% | $369,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 8.68K | +36.3% | $366,518 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Artisan Partners Limited Partnership | 8.48K | 0.0% | $358,195 | 0.0% | Held | 2 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 6.97K | +63.4% | $294,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 5.36K | -10.9% | $226,298 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Rhumbline Advisers | 2.43K | 0.0% | $102,643 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.79K | +7.2% | $75,535 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 1.08K | Nieuw | $45,830 | 0.0% | New | 1 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 772 | -13.0% | $32,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 470 | 0.0% | $19,853 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 425 | -59.1% | $17,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 240 | -63.9% | $10,138 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 125 | 0.0% | $5,280 | 0.0% | Held | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 114 | -59.0% | $4,688 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Blair William & Co/Il | 55 | Nieuw | $2,323 | 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
| Nomura Asset Management… | $3.09M | 0.0% |
| Goldman Sachs Group | $1.86M | 0.0% |
| Fifth Third Bancorp | $45,830 | 0.0% |
| Blair William & Co/Il | $2,323 | 0.0% |
Verlaten
| Neuberger Berman Group LLC | $679,758 | was 0.0% |
| Stifel Financial Corp | $312,359 | was 0.0% |
| Bnp Paribas Financial Markets | $246,450 | was 0.0% |
| Bank of New York Mellon Corp | $220,998 | was 0.0% |
| Qube Research & Technologies… | $14,245 | was 0.0% |
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.
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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