ISHG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +6.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | Envestnet Asset Management Inc | 754.54K | Nieuw | $56.02M | 0.0% | New | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 344.62K | -4.4% | $25.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | CIBC Bancorp USA Inc. | 295.39K | +20.7% | $22.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 254.55K | +3139.4% | $18.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Mercer Global Advisors Inc /Adv | 235.52K | +99.5% | $17.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 171.29K | +1033.3% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 155.72K | -43.4% | $11.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | UBS Group AG | 95.83K | -65.5% | $7.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 76.85K | +7.5% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 49.87K | Nieuw | $3.70M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Gotham Asset Management ✦ | 49.76K | Nieuw | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 32.62K | +1.6% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 28.59K | -52.6% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 28.42K | +436.4% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 20.12K | +12.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 16.48K | Nieuw | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 15.88K | +1.5% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 14.03K | +66.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 12.37K | +81.1% | $915,269 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 11.82K | +46.4% | $877,650 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Hrt Financial Lp | 9.95K | -3.4% | $738,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 8.25K | +45.8% | $612,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 8.15K | -75.3% | $604,964 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 6.20K | -56.4% | $460,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 5.55K | 0.0% | $412,134 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 4.35K | +486.1% | $322,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 3.01K | 0.0% | $223,477 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 1.38K | 0.0% | $102,676 | 0.0% | Held | 3 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 1.12K | 0.0% | $82,830 | 0.0% | Held | 2 | SEC ↗ |
| 30 | DZ BANK AG Deutsche Zentral… | 915 | 0.0% | $67,934 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 780 | -17.1% | $57,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 425 | 0.0% | $31,555 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 33 | Pnc Financial Services Group, Inc. | 14 | Nieuw | $1,039 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Envestnet Asset Management Inc | $56.02M | 0.0% |
| JPMorgan Chase | $3.70M | 0.0% |
| Gotham Asset Management | $3.69M | 0.0% |
| Truist Financial Corp | $1.22M | 0.0% |
| Pnc Financial Services Group… | $1,039 | 0.0% |
Verlaten
| Jane Street Group, Llc | $7.31M | was 0.0% |
| HighTower Advisors, LLC | $1.76M | was 0.0% |
| Citadel Advisors | $1.17M | 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.