Catatan efek · kuartal yang diarsipkan
IVOG
nama menunggu ingest profil
45Pemegang yang dilacak
+2Δ pemegang
2.24MSaham yang dipegang
$279.94MNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.7% ·
aliran saham +16.1% ·
posisi baru bersih +4.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 635.63K | -0.1% | $79.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 239.21K | +171.7% | $29.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 224.88K | +6.0% | $28.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 224.88K | +6.0% | $28.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 128.41K | -8.3% | $16.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 124.25K | +42.1% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 124.25K | +42.1% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 91.67K | +51.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 91.67K | +51.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 85.05K | +7.8% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 70.19K | +3.2% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 70.19K | +3.2% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 44.85K | -14.3% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 44.85K | -14.3% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 38.12K | -2.1% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 38.12K | -2.1% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 33.49K | +0.9% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 31.24K | +1.8% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 27.89K | +287.6% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 27.39K | 0.0% | $3.43M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 17.03K | +20.9% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 14.81K | +84.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cibc World Market Inc. | 13.40K | -0.4% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 12.41K | -4.0% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.09K | -5.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Blair William & Co/Il | 11.85K | -25.3% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 11.77K | +44.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 11.77K | +44.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 10.66K | +0.3% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 9.54K | Baru | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 9.21K | +57.4% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 7.68K | -33.2% | $959,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 5.72K | — | $714,922 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 4.86K | +0.9% | $607,066 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 4.70K | +13.2% | $588,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 4.61K | -12.7% | $583,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 4.50K | -2.4% | $562,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Focus Partners Wealth | 4.01K | +85.8% | $535,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 3.50K | Baru | $437,605 | 0.0% | New | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 2.77K | +607.7% | $345,963 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 2.37K | 0.0% | $296,926 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 1.74K | +3.0% | $217,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 956 | 0.0% | $119,529 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 590 | 0.0% | $73,768 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Us Bancorp \De\ | 305 | 0.0% | $38,134 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Cwm, Llc | 229 | +3716.7% | $28,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Fifth Third Bancorp | 74 | Baru | $9,252 | 0.0% | New | 1 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 47 | Baru | $5,916 | 0.0% | New | 1 | SEC ↗ |
| 61 | Citigroup Inc | 1 | Baru | $125 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $1.19M | 0.0% |
| Susquehanna International… | $437,605 | 0.0% |
| Fifth Third Bancorp | $9,252 | 0.0% |
| TD Waterhouse Canada Inc. | $5,916 | 0.0% |
| Citigroup Inc | $125 | 0.0% |
Telah keluar
| Empower Advisory Group, LLC | $369,977 | adalah 0.0% |
| Jane Street Group, Llc | $201,937 | adalah 0.0% |
| BlackRock | $63,716 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 177 pemegang, 5.17M saham, $630.88M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API