ISPY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +8.9% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +4 | 11.37M | $547.70M | +4 | — |
| Q1 2026 | 21 | +2 | 11.99M | $520.50M | +3 | −1 |
| Q4 2025 | 18 | 0 | 11.39M | $519.88M | — | — |
| Q3 2025 | 1 | — | 3.23M | $145.56M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.16M | +29.0% | $189.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.16M | +29.0% | $189.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.12M | — | $96.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.12M | — | $96.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.12M | — | $96.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.38M | — | $62.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.38M | — | $62.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.38M | — | $62.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 1.11M | — | $50.85M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.05M | — | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.05M | — | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 792.43K | — | $36.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 792.43K | — | $36.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 229.19K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 191.46K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 122.47K | — | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 122.47K | — | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 88.62K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 88.62K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 37.76K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 33.65K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 24.03K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 21.71K | — | $990,430 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 14.99K | — | $676,046 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 9.37K | — | $427,644 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 8.92K | — | $406,819 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.41K | — | $64,338 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 117 houders, 16.67M aandelen, $719.54M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.