IUS
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -7.4% ·
flux d'actions +10.1% ·
nouvelles positions nettes -8.0%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -2 | 4.78M | $313.23M | +1 | −3 |
| Q1 2026 | 28 | +1 | 5.04M | $291.91M | +2 | −1 |
| Q4 2025 | 27 | +1 | 5.01M | $286.42M | +1 | — |
| Q3 2025 | 4 | -1 | 235.59K | $13.01M | — | −1 |
| Q2 2025 | 2 | 0 | 15.28K | $787,146 | — | — |
| Q1 2025 | 1 | +1 | 15.09K | $745,040 | +1 | — |
| Q3 2024 | 1 | +1 | 10.67K | $536,600 | +1 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.78M | +18.4% | $117.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 859.47K | -4.5% | $56.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 695.79K | +3.0% | $45.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 446.01K | -0.5% | $29.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 446.01K | -0.5% | $29.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 251.56K | +4.7% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 251.56K | +4.7% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 187.45K | -4.7% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 174.43K | +329.4% | $11.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 137.76K | +63.4% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 57.67K | +6.7% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 50.12K | -25.2% | $3.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 48.94K | +15.2% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 48.94K | +15.2% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 22.54K | +0.5% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 15.40K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 9.54K | -8.9% | $625,699 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 8.52K | +29.9% | $558,590 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 8.05K | -29.5% | $528,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 7.28K | +0.3% | $477,673 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 5.03K | Nouveau | $329,898 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.29K | +178.0% | $150,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.29K | +178.0% | $150,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.29K | +178.0% | $150,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.15K | +229.4% | $141,314 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.15K | +229.4% | $141,314 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $49,185 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 205 | 0.0% | $13,444 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 135 | — | $8,825 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 49 | -12.5% | $3,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 1 | 0.0% | $36 | 0.0% | Held | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| AQR Capital Management | $329,898 | 0.0% |
Sorti(e)
| Jane Street Group, Llc | $487,230 | était 0.0% |
| UBS Group AG | $42,914 | était 0.0% |
| Citigroup Inc | $58 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 104 détenteurs, 8.75M actions, $499.84M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.