ISCB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.7% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.70K | $264,561 | n/a | n/a |
| Q2 2026 | 29 | 0 | 1.27M | $95.68M | n/a | −1 |
| 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 ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 270.25K | +0.1% | $17.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 189.65K | +6.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 71.70K | +0.4% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 63.60K | -3.9% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Citadel Advisors ✦ | 31.01K | -8.6% | $2.02M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 30.35K | -12.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 29.41K | +1.4% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 26.65K | +8.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 26.06K | -0.3% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 22.40K | +3.5% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 22.18K | +2.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 21.43K | -4.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Susquehanna International Group, Llp | 10.71K | +94.7% | $697,309 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 9.47K | -25.4% | $616,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $520,720 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 7.73K | +1.6% | $502,997 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 7.17K | +79.8% | $457,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 6.68K | +2.7% | $435,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 5.94K | +0.8% | $386,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 3.92K | 0.0% | $255,368 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 3.65K | Nieuw | $237,253 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 3.54K | +10.2% | $232,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 2.16K | +28.6% | $140,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 2.10K | -0.9% | $136,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 892 | -22.3% | $58,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 143 | 0.0% | $9,308 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 91 | 0.0% | $5,946 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $237,253 | 0.0% |
Verlaten
| Goldman Sachs Group | $2.84M | was 0.0% |
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.