Effectdossier · gearchiveerd kwartaal
IVOV
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
2.45MGehouden aandelen
$247.57MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 36.33K | $3.95M | n/a | n/a |
| Q2 2026 | 37 | -2 | 2.45M | $279.77M | +4 | −7 |
| Q1 2026 | 41 | +2 | 2.56M | $261.39M | +3 | −1 |
| Q4 2025 | 39 | 0 | 2.45M | $247.57M | n/a | n/a |
| Q3 2025 | 5 | -1 | 346.46K | $34.91M | n/a | −1 |
| Q2 2025 | 4 | +1 | 6.84K | $652,796 | +1 | n/a |
| Q1 2025 | 1 | +1 | 8.63K | $793,962 | +1 | n/a |
| Q3 2024 | 2 | +2 | 22.82K | $2.18M | +2 | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 868.74K | n/a | $87.75M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 229.35K | n/a | $23.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 218.68K | n/a | $22.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 116.35K | n/a | $11.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 102.86K | n/a | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 79.89K | n/a | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 75.55K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 55.49K | n/a | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 50.34K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 45.93K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 44.99K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 38.66K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 28.70K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 27.52K | -43.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 15.34K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 13.66K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Creative Planning | 12.47K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 11.71K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 10.91K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | AQR Capital Management ✦ | 9.98K | -8.9% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 9.46K | n/a | $955,798 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 9.21K | n/a | $930,305 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 7.40K | n/a | $747,824 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 6.58K | n/a | $665,036 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 6.26K | n/a | $632,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Cibc World Market Inc. | 5.59K | n/a | $565,050 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.52K | +18.2% | $254,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Blair William & Co/Il | 2.52K | n/a | $254,039 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 2.50K | n/a | $252,127 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 2.38K | n/a | $239,923 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.14K | n/a | $215,756 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Fifth Third Bancorp | 1.88K | n/a | $189,495 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 1.14K | n/a | $114,747 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 936 | n/a | $94,601 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 878 | +575.4% | $88,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 346 | n/a | $34,949 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 200 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 100 | n/a | $10,130 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 163 houders, 6.31M aandelen, $640.51M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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