ISHG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +24.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +19.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 360.63K | -2.3% | $26.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | UBS Group AG | 277.86K | +191.7% | $20.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 274.89K | -5.7% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | CIBC Bancorp USA Inc. | 244.70K | n/a | $18.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Mercer Global Advisors Inc /Adv | 118.05K | Nieuw | $8.76M | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 98.58K | +382.7% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 71.46K | +1.8% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 60.27K | +213.6% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 33.04K | +8.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 32.11K | Nieuw | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 23.79K | +3.8% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 17.86K | 0.0% | $1.33M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 15.82K | +395.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 15.66K | +6.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | LPL Financial LLC | 15.11K | +52.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 14.23K | -47.3% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 10.30K | Nieuw | $764,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 8.41K | +725.5% | $624,066 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Creative Planning | 8.07K | +0.8% | $599,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 7.86K | +14.8% | $582,943 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Jones Financial Companies Lllp | 6.83K | +59.8% | $503,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 5.66K | +24.0% | $419,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 5.55K | 0.0% | $411,796 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 5.30K | Nieuw | $393,001 | 0.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 3.01K | Nieuw | $223,294 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.38K | 0.0% | $102,592 | 0.0% | Held | 2 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 1.12K | Nieuw | $82,673 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 941 | +14.3% | $69,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | DZ BANK AG Deutsche Zentral… | 915 | -58.0% | $67,879 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 742 | Nieuw | $55,045 | 0.0% | New | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 425 | Nieuw | $31,528 | 0.0% | New | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mercer Global Advisors Inc… | $8.76M | 0.0% |
| Commonwealth Equity Services… | $2.38M | 0.0% |
| Hrt Financial Lp | $764,000 | 0.0% |
| Stifel Financial Corp | $393,001 | 0.0% |
| AQR Capital Management | $223,294 | 0.0% |
| National Bank Of Canada /Fi/ | $82,673 | 0.0% |
| Fifth Third Bancorp | $55,045 | 0.0% |
| Bank Of Montreal /Can/ | $31,528 | 0.0% |
Verlaten
| Neuberger Berman Group LLC | $274,626 | was 0.0% |
| Cwm, Llc | $3,000 | was 0.0% |
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.