IVOG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.9% ·
aandelenstroom -2.0% ·
netto nieuwe posities +4.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 139.98K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 88.04K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 87.45K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 78.89K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 68.00K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 52.33K | — | $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 | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 30.68K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 27.39K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Blair William & Co/Il | 15.86K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 14.09K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cibc World Market Inc. | 13.45K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 12.92K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 12.73K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Creative Planning | 10.63K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 8.04K | — | $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 | — | $703,521 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 5.28K | — | $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 | — | $554,595 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 4.16K | Nieuw | $499,380 | 0.0% | New | 1 | SEC ↗ |
| 31 | Empower Advisory Group, LLC | 3.08K | — | $369,977 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Rockefeller Capital Management L.P. | 2.37K | — | $285,457 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.16K | — | $259,405 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | The Vanguard Group ✦ (passief) | 1.81K | Nieuw | $217,798 | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 1.69K | — | $202,702 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 1.68K | — | $201,937 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 956 | — | $114,912 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 590 | — | $70,918 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 530 | Nieuw | $63,716 | 0.0% | New | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 391 | — | $47,003 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 305 | — | $36,661 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 6 | — | $1,000 | 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
| AQR Capital Management | $499,380 | 0.0% |
| The Vanguard Group | $217,798 | 0.0% |
| BlackRock | $63,716 | 0.0% |
Verlaten
| Citadel Advisors | $1.91M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 177 houders, 5.17M aandelen, $630.88M 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.