ISHG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom -2.9% ·
netto nieuwe posities +8.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +3 | 2.71M | $201.63M | +5 | −3 |
| Q1 2026 | 31 | +6 | 1.74M | $129.00M | +8 | −2 |
| Q4 2025 | 24 | +2 | 1.03M | $77.52M | +2 | n/a |
| Q3 2025 | 1 | -1 | 352.45K | $26.85M | n/a | −1 |
| Q2 2025 | 1 | +1 | 18.02K | $1.38M | +1 | n/a |
| Q4 2024 | 1 | 0 | 5.00K | $337,187 | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.00K | $369,801 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.00K | $347,381 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 369.21K | n/a | $27.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 291.55K | -17.3% | $21.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 95.27K | n/a | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 70.22K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Cerity Partners LLC | 30.52K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 27.00K | Nieuw | $2.03M | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 22.91K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 20.42K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 19.22K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 17.86K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 14.76K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 9.89K | n/a | $744,257 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 8.01K | n/a | $602,840 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 6.84K | n/a | $515,021 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 5.55K | n/a | $417,657 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 4.56K | n/a | $343,211 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 4.27K | n/a | $321,576 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 3.65K | n/a | $274,626 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 3.19K | Nieuw | $240,392 | 0.0% | New | 1 | SEC ↗ |
| 20 | DZ BANK AG Deutsche Zentral… | 2.18K | n/a | $163,948 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.38K | n/a | $104,052 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1.02K | n/a | $76,698 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 823 | n/a | $61,923 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 40 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $2.03M | 0.0% |
| Citadel Advisors | $240,392 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 103 houders, 7.14M aandelen, $527.89M 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.