IOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.7% · netto nieuwe posities -6.2% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 1.33M | $49.35M | +1 | −2 |
| Q1 2026 | 18 | +1 | 1.48M | $52.00M | +4 | −3 |
| Q4 2025 | 17 | -1 | 1.27M | $44.32M | — | −1 |
| Q3 2025 | 1 | -1 | 5.67K | $193,744 | — | −1 |
| Q2 2025 | 1 | 0 | 15.48K | $508,818 | — | — |
| Q1 2025 | 1 | 0 | 12.39K | $379,631 | — | — |
| Q4 2024 | 1 | 0 | 8.97K | $262,764 | — | — |
| Q3 2024 | 1 | +1 | 12.83K | $395,002 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 428.17K | -0.9% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 217.73K | -4.2% | $8.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 143.01K | -12.3% | $5.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 126.72K | +22.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Focus Partners Wealth | 88.92K | -13.4% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Captrust Financial Advisors | 78.44K | 0.0% | $2.90M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 70.81K | -3.7% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 44.20K | +4.6% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 42.04K | -1.3% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 40.87K | +8.2% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 18.27K | +67.7% | $675,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 13.90K | -61.9% | $514,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 12.94K | 0.0% | $478,614 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Hrt Financial Lp | 7.98K | Nieuw | $295,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 118 | -19.2% | $4,365 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 91 | 0.0% | $3,366 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $295,000 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.20M | was 0.0% |
| Goldman Sachs Group | $252,220 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 99 houders, 3.91M aandelen, $135.66M 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.