ISCB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.70K | $264,561 | n/a | n/a |
| Q2 2026 | 30 | 0 | 1.29M | $97.69M | n/a | n/a |
| Q1 2026 | 31 | 0 | 1.29M | $84.06M | +1 | −1 |
| Q4 2025 | 31 | 0 | 1.33M | $86.37M | n/a | n/a |
| Q3 2025 | 5 | 0 | 486.62K | $30.87M | n/a | n/a |
| Q2 2025 | 2 | 0 | 18.02K | $1.05M | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.55K | $300,565 | n/a | n/a |
| Q4 2024 | 1 | 0 | 9.98K | $585,412 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.43K | $201,290 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.77K | $311,015 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 361.02K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 270.04K | n/a | $17.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 178.35K | n/a | $11.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 71.40K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 66.21K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 43.65K | 0.0% | $2.84M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 34.48K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 33.92K | +7.8% | $2.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Raymond James Financial Inc | 33.24K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Rockefeller Capital Management L.P. | 29.00K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 26.14K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 24.55K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 22.35K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 21.72K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | UBS Group AG | 21.64K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 17.39K | -47.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Osaic Holdings, Inc. | 12.69K | n/a | $825,466 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 10.96K | n/a | $713,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 8.00K | n/a | $520,104 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 7.61K | +2.6% | $494,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mariner, LLC | 6.51K | n/a | $423,009 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 5.89K | n/a | $373,774 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 5.50K | n/a | $357,766 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 3.99K | n/a | $259,398 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 3.92K | n/a | $255,065 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 3.21K | n/a | $216,859 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 2.12K | n/a | $137,616 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.68K | n/a | $109,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 1.15K | n/a | $74,635 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 143 | n/a | $9,297 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 91 | n/a | $5,922 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 1.59M aandelen, $103.60M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.