Effectdossier · gearchiveerd kwartaal
ISCV
naam in afwachting van profielverwerking
35Gevolgde houders
+1Δ houders
2.04MGehouden aandelen
$139.69MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom -1.8% ·
netto nieuwe posities +2.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +3 | 2.07M | $162.39M | +3 | — |
| Q1 2026 | 36 | +1 | 2.17M | $150.72M | +3 | −2 |
| Q4 2025 | 35 | +1 | 2.04M | $139.69M | +1 | — |
| Q3 2025 | 4 | -1 | 462.31K | $30.81M | — | −1 |
| Q2 2025 | 2 | -1 | 10.90K | $669,427 | — | −1 |
| Q1 2025 | 2 | +2 | 35.20K | $2.09M | +2 | — |
| Q3 2024 | 1 | 0 | 6.79K | $431,286 | — | — |
| Q2 2024 | 1 | — | 52.02K | $3.01M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 316.49K | +1.4% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 316.49K | +1.4% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 316.49K | +1.4% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 285.32K | — | $19.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 231.26K | — | $15.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 172.37K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 172.37K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 172.37K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 172.37K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 155.23K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 155.23K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 155.23K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 155.23K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 141.01K | — | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 141.01K | — | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 134.44K | — | $9.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 114.01K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 114.01K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 99.28K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 55.31K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 55.14K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 45.75K | -55.7% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 45.75K | -55.7% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 45.15K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 45.15K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 43.97K | +1.3% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 36.26K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 17.05K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 15.00K | Nieuw | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 12.80K | — | $876,791 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.29K | — | $729,075 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 10.19K | — | $698,084 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 6.95K | — | $476,075 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 6.59K | — | $451,689 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 6.44K | — | $441,199 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 4.96K | — | $339,748 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 3.87K | — | $265,300 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 3.87K | — | $265,300 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 3.69K | +2.1% | $252,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Cwm, Llc | 3.52K | — | $241,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Stifel Financial Corp | 2.96K | — | $202,435 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 2.96K | — | $202,435 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.07K | — | $73,544 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 870 | — | $59,595 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 800 | — | $54,800 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 553 | — | $37,881 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 553 | — | $37,881 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 257 | — | $17,605 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 84 | — | $5,773 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 35 | — | $2,398 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $1.03M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 124 houders, 4.87M aandelen, $322.11M 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: Q4 2025 ·
Methodologie ·
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