IVES
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom -0.9% ·
netto nieuwe posities +6.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 543.80K | n/a | $17.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 258.97K | n/a | $8.18M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 158.02K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 152.60K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Stifel Financial Corp | 141.77K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 109.62K | -23.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 71.58K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 64.31K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 52.83K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 46.87K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Belvedere Trading LLC | 32.83K | n/a | $1.04M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 31.61K | n/a | $999,321 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 22.56K | n/a | $712,980 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Brown Advisory Inc | 19.98K | n/a | $631,410 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cibc World Market Inc. | 14.47K | n/a | $457,270 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 14.14K | n/a | $447,705 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Simplex Trading, Llc | 13.66K | n/a | $431,855 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 12.05K | Nieuw | $380,901 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 11.53K | n/a | $364,470 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 4.92K | Nieuw | $155,364 | 0.0% | New | 1 | SEC ↗ ×3 |
| 21 | Rockefeller Capital Management L.P. | 3.96K | n/a | $125,048 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 3.33K | n/a | $105,197 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cwm, Llc | 3.33K | n/a | $105,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.40K | n/a | $75,864 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | UBS Group AG | 1.53K | n/a | $48,427 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Group One Trading Llc | 1.30K | n/a | $41,251 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 925 | n/a | $29,239 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 900 | n/a | $28,449 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 476 | -51.2% | $15,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 52 | n/a | $1,644 | 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
| AQR Capital Management | $380,901 | 0.0% |
| Morgan Stanley | $155,364 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 119 houders, 5.11M aandelen, $109.68M 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.