IPX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -12.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +7 | 2.01M | $59.71M | +8 | −1 |
| Q1 2026 | 21 | 0 | 1.26M | $32.69M | +4 | −4 |
| Q4 2025 | 21 | +2 | 1.43M | $51.69M | +2 | — |
| Q3 2025 | 5 | +2 | 113.56K | $5.60M | +2 | — |
| Q2 2025 | 1 | — | 39.39K | $1.24M | — | — |
| Q4 2024 | 2 | +2 | 21.75K | $748,199 | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 646.48K | -22.2% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 164.72K | +40.3% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 71.25K | -44.8% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 71.25K | -44.8% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 63.87K | +113.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 63.87K | +113.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 46.06K | +28.9% | $1.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 27.24K | Nieuw | $709,434 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 27.24K | Nieuw | $709,434 | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 27.11K | Nieuw | $705,866 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 27.11K | Nieuw | $705,866 | 0.0% | New | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 24.56K | -49.2% | $639,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Hrt Financial Lp | 24.06K | Nieuw | $626,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 23.46K | +7.8% | $610,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 23.34K | -25.1% | $607,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 22.87K | +69.8% | $595,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 22.87K | +69.8% | $595,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 12.87K | +4.2% | $334,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 5.38K | +25.1% | $140,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 5.38K | +25.1% | $140,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rhumbline Advisers | 3.79K | +0.1% | $98,709 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.11K | 0.0% | $50,670 | 0.0% | Held | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.11K | 0.0% | $50,670 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 706 | 0.0% | $16,344 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 169 | +43.2% | $4,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $885 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $885 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 11 | Nieuw | $286 | 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 Of Montreal /Can/ | $709,434 | 0.0% |
| Bank Of Montreal /Can/ | $709,434 | 0.0% |
| Goldman Sachs Group | $705,866 | 0.0% |
| Goldman Sachs Group | $705,866 | 0.0% |
| Hrt Financial Lp | $626,000 | 0.0% |
| Assetmark, Inc | $286 | 0.0% |
Verlaten
| Qube Research & Technologies… | $359,208 | was 0.0% |
| Man Group plc | $257,275 | was 0.0% |
| Bnp Paribas Financial Markets | $1,918 | was 0.0% |
| Citigroup Inc | $36 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 43 houders, 4.32M aandelen, $55.25M 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.