Effectdossier · gearchiveerd kwartaal
INVZ
naam in afwachting van profielverwerking
46Gevolgde houders
+1Δ houders
33.73MGehouden aandelen
$28.94MGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.2% ·
aandelenstroom -13.5% ·
netto nieuwe posities +2.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -4 | 16.77M | $12.67M | +3 | −8 |
| Q1 2026 | 40 | -6 | 22.68M | $14.29M | +3 | −9 |
| Q4 2025 | 46 | +1 | 33.73M | $28.94M | +2 | −1 |
| Q3 2025 | 8 | 0 | 18.96M | $38.68M | n/a | n/a |
| Q2 2025 | 5 | +1 | 1.56M | $2.55M | +2 | −1 |
| Q1 2025 | 4 | 0 | 1.31M | $851,168 | +1 | −1 |
| Q4 2024 | 4 | +1 | 1.02M | $1.71M | +1 | n/a |
| Q3 2024 | 2 | -2 | 84.99K | $70,364 | n/a | −2 |
| Q2 2024 | 4 | n/a | 668.51K | $600,770 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 4.20M | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Citigroup Inc | 3.70M | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passief) | 3.28M | +236.3% | $2.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Qube Research & Technologies Ltd | 2.99M | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.72M | -47.9% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 6 | Millennium Management ✦ | 2.33M | -51.4% | $1.99M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 2.19M | +133.5% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.93M | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 1.82M | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Jane Street Group, Llc | 1.72M | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Mitsubishi UFJ Asset Management… | 1.29M | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bnp Paribas Financial Markets | 1.22M | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Squarepoint Ops LLC | 1.09M | n/a | $925,930 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 696.40K | -76.5% | $594,102 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Russell Investments Group, Ltd. | 296.92K | n/a | $253,302 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Geode Capital Management ✦ (passief) | 296.58K | +6.1% | $253,014 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Tidal Investments LLC | 267.59K | n/a | $228,281 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 243.30K | -88.5% | $207,556 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Sei Investments Co | 234.44K | n/a | $199,983 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Pnc Financial Services Group, Inc. | 212.14K | n/a | $180,955 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 208.63K | n/a | $177,980 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lazard Asset Management Llc | 193.62K | n/a | $165,178 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Simplex Trading, Llc | 134.77K | n/a | $114,975 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 82.65K | n/a | $70,499 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 70.36K | n/a | $60,025 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Daiwa Securities Group Inc. | 52.34K | n/a | $45,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Invesco Ltd. | 46.35K | n/a | $39,538 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 13.21K | n/a | $26,938 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Point72 Asset Management ✦ | 26.58K | Nieuw | $22,675 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 25.65K | n/a | $21,885 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Victory Capital Management Inc | 23.52K | n/a | $20,064 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | LPL Financial LLC | 23.29K | n/a | $19,870 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 22.59K | n/a | $19,273 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Envestnet Asset Management Inc | 19.65K | n/a | $16,765 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 14.57K | n/a | $12,426 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 10.11K | n/a | $11,929 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 10.84K | n/a | $9,245 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Cibc World Market Inc. | 10.00K | n/a | $8,500 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Barclays Plc | 6.47K | n/a | $5,517 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 7.33K | n/a | $5,316 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Wells Fargo & Company/Mn | 5.25K | n/a | $4,482 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | National Bank Of Canada /Fi/ | 4.00K | n/a | $3,408 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 3.42K | n/a | $2,908 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 3.40K | n/a | $2,899 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Royal Bank Of Canada | 800 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 225 | n/a | $192 | 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
| Renaissance Technologies | $1.65M | 0.0% |
| Point72 Asset Management | $22,675 | 0.0% |
Verlaten
| Citadel Advisors | $3.46M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 96 houders, 40.45M aandelen, $25.52M 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 het vaakst nog meer 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: Q4 2025 ·
Methodologie ·
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