Effectdossier
IQDG
naam in afwachting van profielverwerking
36Gevolgde houders
0Δ houders
8.45MGehouden aandelen
$364.16MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -6.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 8.45M | $364.16M | +3 | −3 |
| Q1 2026 | 37 | +2 | 9.01M | $361.59M | +3 | −1 |
| Q4 2025 | 35 | -1 | 9.24M | $378.75M | — | −1 |
| Q3 2025 | 5 | 0 | 2.01M | $80.09M | — | — |
| Q2 2025 | 2 | 0 | 108.10K | $4.28M | — | — |
| Q1 2025 | 1 | 0 | 50.08K | $1.79M | — | — |
| Q4 2024 | 1 | +1 | 42.92K | $1.47M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.10M | -8.4% | $90.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.10M | -8.4% | $90.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.63M | -2.8% | $70.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.63M | -2.8% | $70.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 912.17K | +2.7% | $39.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 809.14K | +4.2% | $34.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 686.68K | -0.7% | $29.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 584.32K | -2.5% | $25.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 420.62K | -33.9% | $18.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 353.21K | +13.2% | $15.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 141.40K | -1.0% | $6.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 141.40K | -1.0% | $6.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 133.44K | +14.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 117.79K | +7.7% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 117.79K | +7.7% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 117.79K | +7.7% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 95.36K | -21.2% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 90.76K | Nieuw | $3.91M | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 45.32K | +6.3% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 44.19K | -5.1% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 28.66K | -86.1% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 16.41K | 0.0% | $707,158 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Creative Planning | 15.21K | -4.8% | $655,367 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cibc World Market Inc. | 14.82K | +0.7% | $638,532 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 14.75K | -3.3% | $635,553 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 13.91K | +1.9% | $597,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 13.91K | +1.9% | $597,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 13.91K | +1.9% | $597,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 12.29K | +19.8% | $529,267 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 12.29K | +19.8% | $529,267 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 11.89K | +39.7% | $512,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 11.89K | +39.7% | $512,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 10.22K | -1.4% | $440,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 8.09K | -11.2% | $348,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 7.78K | +2.6% | $335,036 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 7.78K | +2.6% | $335,036 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 4.93K | Nieuw | $212,264 | 0.0% | New | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 4.80K | Nieuw | $206,621 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 3.87K | +975.3% | $166,742 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 3.38K | -43.3% | $145,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 2.98K | +324.5% | $128,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 2.98K | +324.5% | $128,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 2.02K | -42.3% | $87,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 1.39K | -11.5% | $59,838 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 301 | +107.6% | $12,844 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 208 | 0.0% | $8,961 | 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 | $3.91M | 0.0% |
| Mml Investors Services, Llc | $212,264 | 0.0% |
| Mercer Global Advisors Inc… | $206,621 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.30M | was 0.0% |
| Citadel Advisors | $581,709 | was 0.0% |
| Pnc Financial Services Group… | $31,871 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 13.87M aandelen, $555.30M 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: Q2 2026 ·
Methodologie ·
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