Scheda del titolo · trimestre archiviato
ISCV
nome in attesa di acquisizione nel profilo
36Holder monitorati
+1Δ titolari
2.17MQuote detenute
$150.72MValore dichiarato
+3Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +2.9% ·
flusso azionario +6.4% ·
nuove posizioni nette +2.8%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 288.14K | +1.0% | $20.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 226.96K | -1.9% | $15.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 148.79K | +5.5% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 148.79K | +5.5% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 133.81K | +141.9% | $9.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 132.48K | -1.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 132.48K | -1.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 111.69K | -2.0% | $7.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 111.69K | -2.0% | $7.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 102.63K | +3.4% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 51.11K | -7.3% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 46.87K | +2.5% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 46.87K | +2.5% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 38.41K | -14.9% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 38.41K | -14.9% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 34.73K | -4.2% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 16.84K | Nuovo | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 15.63K | -8.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 13.11K | +2.5% | $911,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 8.78K | Nuovo | $610,159 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 7.75K | +17.6% | $528,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 6.95K | 0.0% | $483,094 | 0.0% | Held | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 6.85K | +6.3% | $475,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 6.51K | -36.8% | $454,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Creative Planning | 4.96K | 0.0% | $344,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 4.91K | +33.1% | $341,394 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.91K | +33.1% | $341,394 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 4.88K | +26.1% | $339,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 4.88K | +26.1% | $339,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 4.50K | -55.8% | $312,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 3.90K | Nuovo | $270,811 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cwm, Llc | 3.50K | -0.7% | $243,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 3.30K | +207.4% | $229,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 3.30K | +207.4% | $229,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 3.03K | +2.6% | $210,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Stifel Financial Corp | 3.03K | +2.6% | $210,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 870 | 0.0% | $60,474 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 800 | 0.0% | $55,608 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 503 | -9.0% | $34,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 503 | -9.0% | $34,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 85 | +1.2% | $5,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 84 | -67.3% | $5,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 72 | +105.7% | $5,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $1.17M | 0.0% |
| Jane Street Group, Llc | $610,159 | 0.0% |
| UBS AM, a distinct business… | $270,811 | 0.0% |
Uscito
| Goldman Sachs Group | $3.01M | era 0.0% |
| Two Sigma Investments | $1.03M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 124 detentori, 4.87M azioni, $322.11M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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