IVOG
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +4.9% ·
शेयर प्रवाह -2.0% ·
नई शुद्ध पोजीशन +4.7%
· सूत्र
Ownership fragmentation: अधिक धारक, छोटी aggregate stake
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q4 2025
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.03K | $696,460 | n/a | n/a |
| Q2 2026 | 46 | +3 | 2.35M | $343.57M | +5 | −3 |
| 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 | n/a | n/a |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | n/a | n/a |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | n/a |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 636.39K | n/a | $76.49M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 212.19K | n/a | $25.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 139.98K | n/a | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 88.04K | n/a | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 87.45K | n/a | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 78.89K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 68.00K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 60.65K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 52.33K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 33.18K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 30.68K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 27.39K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 19.43K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Blair William & Co/Il | 15.86K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 14.09K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cibc World Market Inc. | 13.45K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 12.92K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 12.73K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 11.49K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Creative Planning | 10.63K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.17K | n/a | $982,699 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 8.04K | n/a | $965,782 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 7.20K | +11.8% | $865,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 5.85K | n/a | $703,521 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 5.28K | n/a | $666,079 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 4.81K | +0.7% | $578,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 4.61K | n/a | $554,595 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 4.16K | नया | $499,380 | 0.0% | New | 1 | SEC ↗ |
| 31 | Empower Advisory Group, LLC | 3.08K | n/a | $369,977 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.87K | n/a | $345,436 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Rockefeller Capital Management L.P. | 2.37K | n/a | $285,457 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.16K | n/a | $259,405 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | The Vanguard Group ✦ (निष्क्रिय) | 1.81K | नया | $217,798 | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 1.69K | n/a | $202,702 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 1.68K | n/a | $201,937 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 956 | n/a | $114,912 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 590 | n/a | $70,918 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (निष्क्रिय) | 530 | नया | $63,716 | 0.0% | New | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 391 | n/a | $47,003 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 305 | n/a | $36,661 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 6 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| AQR Capital Management | $499,380 | 0.0% |
| The Vanguard Group | $217,798 | 0.0% |
| BlackRock | $63,716 | 0.0% |
बाहर निकला
| Citadel Advisors | $1.91M | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 177 धारक, 5.17M शेयर, $630.88M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।