ISCB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.3% · netto nieuwe posities -3.4% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 271.97K | +0.6% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 198.08K | +4.4% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Rockefeller Capital Management L.P. | 29.41K | 0.0% | $2.22M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 26.51K | -14.5% | $2.00M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 26.27K | -13.5% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 25.97K | -0.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | UBS Group AG | 21.74K | -2.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 20.18K | -5.8% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 16 | Jones Financial Companies Lllp | 12.21K | +70.2% | $914,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 10.30K | +8.8% | $778,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | Fidelity (FMR) ✦ | 7.78K | +0.6% | $587,137 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Mariner, LLC | 6.48K | -3.1% | $489,061 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 5.96K | +0.3% | $449,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 3.92K | 0.0% | $296,238 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 3.75K | -65.0% | $283,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.65K | 0.0% | $275,224 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 3.54K | +0.1% | $263,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citigroup Inc | 2.11K | +0.7% | $159,360 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 778 | -12.8% | $58,745 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 143 | 0.0% | $10,798 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 3 | -96.7% | $254 | 0.0% | ▼ Trim | 3 | 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
| HighTower Advisors, LLC | $1.73M | 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.