Effectdossier · gearchiveerd kwartaal
IYC
naam in afwachting van profielverwerking
53Gevolgde houders
-1Δ houders
3.87MGehouden aandelen
$391.76MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.9% ·
aandelenstroom -4.8% ·
netto nieuwe posities -1.9%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 8.58K | $818,786 | n/a | n/a |
| Q2 2026 | 53 | -1 | 3.87M | $391.76M | +3 | −4 |
| Q1 2026 | 55 | +2 | 4.08M | $394.90M | +8 | −6 |
| Q4 2025 | 53 | +2 | 5.64M | $582.14M | +2 | n/a |
| Q3 2025 | 9 | 0 | 1.41M | $148.08M | +1 | −1 |
| Q2 2025 | 6 | +2 | 52.83K | $5.26M | +3 | −1 |
| Q1 2025 | 2 | +2 | 58.57K | $5.17M | +2 | n/a |
| Q3 2024 | 3 | 0 | 15.48K | $1.36M | +2 | −2 |
| Q2 2024 | 3 | n/a | 25.07K | $2.04M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 842.33K | -10.8% | $85.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 681.29K | -12.3% | $68.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | UBS Group AG | 534.57K | +5.3% | $54.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 294.47K | +0.3% | $29.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 202.30K | -4.6% | $20.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 195.46K | +0.6% | $19.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 162.27K | -16.3% | $16.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 8 | Bnp Paribas Financial Markets | 149.72K | +49.7% | $15.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 110.14K | -7.0% | $11.14M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 61.68K | +15.1% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 60.63K | +13.4% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 45.02K | +62.5% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 44.82K | -25.4% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 43.31K | +37.0% | $4.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 15 | AQR Capital Management ✦ | 39.93K | +17.0% | $4.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 34.16K | -17.2% | $3.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 32.96K | -5.5% | $3.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 31.30K | +15.1% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 28.30K | -8.0% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 24.38K | +866.6% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 23.28K | -3.4% | $2.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Citigroup Inc | 17.57K | -2.6% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 15.44K | +0.7% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | BlackRock ✦ (passief) | 14.70K | -54.1% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 25 | HighTower Advisors, LLC | 14.68K | -1.9% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 14.65K | -65.8% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Cetera Investment Advisers | 12.61K | +0.7% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 12.37K | +13.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 12.06K | -4.5% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 11.30K | -25.2% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 11.08K | -38.3% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 10.48K | +0.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Truist Financial Corp | 9.19K | -27.2% | $944,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 8.73K | -0.1% | $882,746 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 8.15K | -2.8% | $824,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Chevy Chase Trust Holdings, LLC | 7.92K | 0.0% | $801,116 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Sei Investments Co | 7.40K | +73.0% | $748,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 7.12K | -1.7% | $719,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 6.01K | +66.1% | $609,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 4.83K | +91.0% | $487,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 3.98K | -8.1% | $402,479 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 3.98K | +0.1% | $402,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 3.33K | 0.0% | $337,067 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Financial Engines Advisors L.L.C. | 3.29K | -1.5% | $332,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Cerity Partners LLC | 3.13K | +24.6% | $316,512 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Wealth Enhancement Advisory… | 2.80K | -10.8% | $283,576 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | First Trust Advisors Lp | 2.21K | +5.6% | $223,942 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 1.32K | 0.0% | $133,764 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 968 | -2.8% | $97,891 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Victory Capital Management Inc | 661 | Nieuw | $66,827 | 0.0% | New | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 336 | Nieuw | $33,970 | 0.0% | New | 1 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 164 | 0.0% | $16,580 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Aristotle Capital Management, LLC | 5 | Nieuw | $510 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Victory Capital Management Inc | $66,827 | 0.0% |
| Assetmark, Inc | $33,970 | 0.0% |
| Aristotle Capital Management… | $510 | 0.0% |
Verlaten
| Hrt Financial Lp | $1.31M | was 0.0% |
| Bank of New York Mellon Corp | $635,817 | was 0.0% |
| Lido Advisors, LLC | $264,923 | was 0.0% |
| Us Bancorp \De\ | $174,747 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 251 houders, 7.38M aandelen, $605.98M 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: Q2 2026 ·
Methodologie ·
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