ISCG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.4% ·
aandelenstroom +0.8% ·
netto nieuwe posities -8.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 912.08K | -4.6% | $59.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 841.94K | -0.7% | $54.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 690.46K | +9.0% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 560.18K | +3.5% | $36.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 553.10K | -2.4% | $36.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 410.07K | -0.6% | $26.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 316.43K | +25.9% | $20.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 276.45K | +2.6% | $18.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 262.78K | +1.0% | $17.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | UBS Group AG | 166.63K | -0.1% | $10.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 158.47K | +1.7% | $10.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Wells Fargo & Company/Mn | 154.38K | -6.6% | $10.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Mariner, LLC | 132.53K | -5.7% | $8.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 64.43K | +0.4% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 56.62K | -12.7% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 41.62K | -23.9% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 33.70K | +5.3% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 28.07K | +11.1% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 21.37K | -0.6% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 19.23K | +54.0% | $1.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Stifel Financial Corp | 16.18K | +4.7% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 12.65K | +17.1% | $813,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 10.48K | 0.0% | $687,121 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 9.59K | +17.7% | $612,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 7.93K | -0.4% | $519,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cibc World Market Inc. | 7.90K | 0.0% | $517,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 7.57K | Nieuw | $495,929 | 0.0% | New | 1 | SEC ↗ |
| 28 | Citigroup Inc | 5.70K | -5.3% | $373,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 5.00K | 0.0% | $327,877 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 2.60K | -6.9% | $170,538 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Blair William & Co/Il | 1.06K | 0.0% | $69,603 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 866 | 0.0% | $56,758 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 186 | 0.0% | $12,190 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 155 | -10.9% | $10,159 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 46 | -9.8% | $3,015 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Quantinno Capital Management… | $495,929 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.64M | was 0.0% |
| Lido Advisors, LLC | $609,557 | was 0.0% |
| Jane Street Group, Llc | $359,926 | was 0.0% |
| Susquehanna International… | $300,742 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 157 houders, 8.61M aandelen, $461.24M 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.