Effectdossier · gearchiveerd kwartaal
IVOV
naam in afwachting van profielverwerking
41Gevolgde houders
+2Δ houders
2.56MGehouden aandelen
$261.39MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.1% ·
aandelenstroom +4.7% ·
netto nieuwe posities +4.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 862.57K | -0.7% | $87.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 378.66K | +14.6% | $38.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 221.99K | -3.2% | $22.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 210.50K | -3.7% | $21.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 121.60K | +4.5% | $12.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 108.22K | +5.2% | $11.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 89.16K | +18.0% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Northwestern Mutual Wealth… | 82.06K | +2.7% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 73.19K | +45.4% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 54.80K | -1.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 45.49K | -1.0% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 36.41K | -19.1% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 31.74K | -17.9% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Franklin Resources Inc | 28.70K | 0.0% | $2.93M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 28.67K | Nieuw | $2.92M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 28.57K | +3.8% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Fifth Third Bancorp | 20.23K | +978.2% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 15.79K | +2.9% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 13.71K | +44.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 13.15K | +5.4% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 12.25K | -10.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 10.38K | Nieuw | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 9.98K | 0.0% | $1.02M | 0.0% | Held | 4 | SEC ↗ |
| 24 | Corient Private Wealth LP | 9.40K | -19.7% | $958,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 8.80K | -4.4% | $897,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8.60K | -21.3% | $876,460 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Mml Investors Services, Llc | 6.84K | -7.7% | $696,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 6.58K | 0.0% | $671,225 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 6.24K | -0.2% | $636,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Cibc World Market Inc. | 4.75K | -15.0% | $484,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.46K | +37.4% | $353,285 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 2.53K | Nieuw | $257,730 | 0.0% | New | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 2.48K | -1.4% | $252,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.14K | 0.0% | $217,766 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 35 | Cerity Partners LLC | 2.12K | -10.9% | $215,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 1.14K | 0.0% | $115,815 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 936 | 0.0% | $95,482 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 418 | +109.0% | $42,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 202 | -41.6% | $20,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 130 | -85.2% | $13,254 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 100 | 0.0% | $10,224 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.92M | 0.0% |
| Goldman Sachs Group | $1.06M | 0.0% |
| Citadel Advisors | $257,730 | 0.0% |
Verlaten
| Lido Advisors, LLC | $252,127 | was 0.0% |
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: Q1 2026 ·
Methodologie ·
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