Effectdossier · gearchiveerd kwartaal
IWC
naam in afwachting van profielverwerking
50Gevolgde houders
-2Δ houders
2.30MGehouden aandelen
$362.89MGerapporteerde waarde
+0Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -4.6% ·
netto nieuwe posities -4.0%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 2 | 0 | 4.91K | $897,249 | n/a | n/a |
| Q2 2026 | 56 | 0 | 2.25M | $449.59M | +4 | −5 |
| Q1 2026 | 58 | +7 | 2.38M | $379.66M | +9 | −2 |
| Q4 2025 | 50 | -2 | 2.30M | $362.89M | n/a | −2 |
| Q3 2025 | 7 | 0 | 539.75K | $80.47M | n/a | n/a |
| Q2 2025 | 4 | +1 | 43.38K | $5.54M | +1 | n/a |
| Q1 2025 | 2 | -1 | 44.38K | $4.92M | n/a | −1 |
| Q4 2024 | 3 | 0 | 27.27K | $3.56M | n/a | n/a |
| Q3 2024 | 3 | 0 | 31.41K | $3.87M | n/a | n/a |
| Q2 2024 | 3 | n/a | 55.94K | $6.38M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 452.76K | n/a | $71.40M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 355.35K | n/a | $56.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Goldman Sachs Group ✦ | 312.96K | -1.9% | $49.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 212.81K | n/a | $33.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Bank Of Montreal /Can/ | 114.24K | n/a | $18.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 112.00K | n/a | $17.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 96.89K | n/a | $15.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Cetera Investment Advisers | 94.70K | n/a | $14.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 66.00K | -31.6% | $10.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | FIL Ltd | 61.27K | n/a | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 58.41K | n/a | $9.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 55.99K | n/a | $8.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Creative Planning | 53.08K | n/a | $8.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 39.12K | -50.4% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Raymond James Financial Inc | 31.61K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 30.18K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 19.30K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 17.16K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 12.90K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 10.56K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 7.42K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 7.27K | +12.4% | $1.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 23 | Mariner, LLC | 6.92K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 6.85K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 6.59K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Capstone Investment Advisors, Llc | 6.40K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 6.32K | n/a | $996,632 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 6.26K | n/a | $942,791 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 5.72K | n/a | $902,310 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 5.49K | n/a | $865,973 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Hrt Financial Lp | 4.60K | n/a | $725,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.19K | +67.6% | $661,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 3.92K | n/a | $618,864 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 2.53K | n/a | $398,747 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 2.38K | n/a | $375,442 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Brown Advisory Inc | 1.90K | n/a | $299,315 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 1.34K | n/a | $211,434 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Cerity Partners LLC | 1.33K | n/a | $209,344 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 1.26K | n/a | $198,356 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Simplex Trading, Llc | 1.23K | n/a | $194,444 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 992 | n/a | $156,438 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Pnc Financial Services Group, Inc. | 954 | n/a | $150,446 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Russell Investments Group, Ltd. | 658 | n/a | $103,835 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 555 | n/a | $87,524 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 355 | n/a | $55,984 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 300 | n/a | $47,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 97 | n/a | $15,297 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 47 | n/a | $7,412 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 30 | n/a | $4,731 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 1 | n/a | $158 | 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
| Citadel Advisors | $3.62M | was 0.0% |
| Two Sigma Investments | $1.80M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 265 houders, 4.58M aandelen, $712.25M 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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