Effectdossier · gearchiveerd kwartaal
IPAC
iShares Core MSCI Pacific ETF · Financial Services · Asset Management
44Gevolgde houders
+4Δ houders
12.17MGehouden aandelen
$925.93MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +8.5% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.05M | +2.5% | $309.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 3 | Morgan Stanley ✦ | 994.42K | +7.3% | $76.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Assetmark, Inc | 953.77K | -1.3% | $72.97M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Charles Schwab Investment… | 896.40K | -1.8% | $68.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 603.51K | +8.2% | $46.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 403.50K | +1.1% | $30.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Julius Baer & Co. Ltd, Zurich | 236.44K | Nieuw | $18.09M | 0.1% | New | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 203.97K | +3.6% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 201.16K | +25.3% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | BlackRock ✦ (passief) | 151.46K | +148385.3% | $11.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 139.83K | +11.2% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | LPL Financial LLC | 111.85K | -3.3% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Amundi | 105.51K | -0.6% | $8.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 87.33K | -47.5% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Lazard Asset Management Llc | 70.96K | -16.5% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 61.79K | +5.0% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 57.77K | Nieuw | $4.42M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 49.84K | Nieuw | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 40.16K | +0.2% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Royal Bank Of Canada | 20.14K | -5.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | Raymond James Financial Inc | 19.81K | -26.8% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Cwm, Llc | 19.32K | -3.9% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 19.20K | +12.6% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 12.79K | -13.7% | $978,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northern Trust Corp | 10.56K | 0.0% | $808,328 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 10.01K | -8.3% | $765,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 8.76K | +2.2% | $670,327 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Corient Private Wealth LP | 8.76K | -51.2% | $670,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 7.68K | -7.0% | $587,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mirae Asset Global Investments Co.… | 7.24K | 0.0% | $553,932 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 7.18K | +2.1% | $549,036 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 7.04K | -6.5% | $538,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 5.76K | -35.9% | $440,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 5.49K | +81.4% | $406,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealthfront Advisers LLC | 4.14K | +43.6% | $316,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 4.05K | 0.0% | $310,095 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 1.98K | +10.7% | $151,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 581 | +20.5% | $44,452 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | UBS AM, a distinct business unit of… | 411 | Nieuw | $31,446 | 0.0% | New | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 381 | Nieuw | $29,150 | 0.0% | New | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 31 | -50.8% | $2,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citigroup Inc | 9 | Nieuw | $689 | 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
| Bank Julius Baer & Co. Ltd… | $18.09M | 0.1% |
| Goldman Sachs Group | $4.42M | 0.0% |
| Jane Street Group, Llc | $3.81M | 0.0% |
| UBS AM, a distinct business… | $31,446 | 0.0% |
| Fifth Third Bancorp | $29,150 | 0.0% |
| Citigroup Inc | $689 | 0.0% |
Verlaten
| Susquehanna International… | $813,363 | was 0.0% |
| Wealth Enhancement Advisory… | $240,488 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 173 houders, 20.46M aandelen, $1.49B 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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