IVOG
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +4.9% ·
pay akışı -2.0% ·
net yeni pozisyonlar +4.7%
— formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +3 | 2.36M | $345.39M | +5 | −2 |
| Q1 2026 | 45 | +2 | 2.24M | $279.94M | +5 | −3 |
| Q4 2025 | 43 | +2 | 1.93M | $231.58M | +3 | −1 |
| Q3 2025 | 5 | 0 | 292.68K | $34.97M | — | — |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | — | — |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | — |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 636.39K | — | $76.49M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 212.19K | — | $25.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 212.19K | — | $25.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 139.98K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 88.04K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 87.45K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 78.89K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 68.00K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 52.33K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 52.33K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 33.18K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 30.68K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Franklin Resources Inc | 27.39K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 15.86K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 14.09K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 13.45K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 12.92K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.73K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 10.63K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 8.04K | — | $965,782 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 7.20K | +11.8% | $865,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 5.85K | — | $703,521 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 5.28K | — | $666,079 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.81K | +0.7% | $578,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 4.61K | — | $554,595 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 4.16K | Yeni | $499,380 | 0.0% | New | 1 | SEC ↗ |
| 46 | Empower Advisory Group, LLC | 3.08K | — | $369,977 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 2.37K | — | $285,457 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Focus Partners Wealth | 2.16K | — | $259,405 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | The Vanguard Group ✦ (pasif) | 1.81K | Yeni | $217,798 | 0.0% | New | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 1.69K | — | $202,702 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Jane Street Group, Llc | 1.68K | — | $201,937 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 956 | — | $114,912 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 590 | — | $70,918 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (pasif) | 530 | Yeni | $63,716 | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 391 | — | $47,003 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 305 | — | $36,661 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Cwm, Llc | 6 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| AQR Capital Management | $499,380 | 0.0% |
| The Vanguard Group | $217,798 | 0.0% |
| BlackRock | $63,716 | 0.0% |
Çıkıldı
| Citadel Advisors | $1.91M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 177 sahipler, 5.17M hisseler, $630.88M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.