Effectdossier · gearchiveerd kwartaal
IYE
naam in afwachting van profielverwerking
47Gevolgde houders
-4Δ houders
7.92MGehouden aandelen
$375.17MGerapporteerde waarde
+0Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.8% ·
aandelenstroom -2.8% ·
netto nieuwe posities -8.5%
· 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 | 3 | 0 | 74.09K | $5.09M | n/a | n/a |
| Q2 2026 | 60 | +6 | 8.69M | $492.25M | +9 | −3 |
| Q1 2026 | 55 | +8 | 10.35M | $669.29M | +9 | −1 |
| Q4 2025 | 47 | -4 | 7.92M | $375.17M | n/a | −4 |
| Q3 2025 | 10 | +2 | 2.88M | $136.68M | +2 | n/a |
| Q2 2025 | 5 | -1 | 84.15K | $3.81M | n/a | −1 |
| Q1 2025 | 4 | +2 | 60.77K | $3.00M | +2 | n/a |
| Q4 2024 | 2 | +1 | 27.44K | $1.25M | +1 | n/a |
| Q3 2024 | 1 | 0 | 46.59K | $2.16M | n/a | n/a |
| Q2 2024 | 1 | n/a | 78.74K | $3.78M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.81M | -4.9% | $86.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 975.25K | n/a | $46.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 934.46K | n/a | $44.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 722.66K | +14.3% | $34.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 603.42K | n/a | $28.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 473.82K | n/a | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 357.17K | n/a | $16.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Ameriprise Financial Inc | 356.02K | n/a | $16.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 244.46K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 152.16K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 140.49K | n/a | $6.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 125.77K | n/a | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 115.37K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Cetera Investment Advisers | 103.71K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 96.48K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 108.70K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | JPMorgan Chase ✦ | 75.99K | -52.0% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | Northwestern Mutual Wealth… | 48.28K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 46.19K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 45.44K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 37.97K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Quantinno Capital Management LP | 34.74K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 33.67K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 29.89K | -2.2% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Baird Financial Group, Inc. | 28.04K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 28.01K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 26.61K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 23.96K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 24.20K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 18.11K | n/a | $860,545 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Tudor Investment Corp Et Al | 17.08K | n/a | $811,765 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 16.93K | n/a | $804,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 15.38K | n/a | $731,121 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Cerity Partners LLC | 9.88K | n/a | $469,417 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Bank Of Montreal /Can/ | 8.89K | n/a | $422,733 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Pnc Financial Services Group, Inc. | 8.01K | n/a | $380,859 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Fidelity (FMR) ✦ | 6.55K | +21.0% | $311,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 5.64K | n/a | $268,212 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 4.38K | 0.0% | $207,991 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 3.55K | n/a | $168,774 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.20K | n/a | $104,725 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Fifth Third Bancorp | 400 | n/a | $19,012 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Simplex Trading, Llc | 280 | n/a | $13,308 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 279 | n/a | $13,261 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 210 | n/a | $9,979 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 56 | n/a | $2,662 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 1 | n/a | $48 | 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 | $3.54M | was 0.0% |
| D. E. Shaw & Co. | $1.56M | was 0.0% |
| Renaissance Technologies | $1.38M | was 0.0% |
| Gotham Asset Management | $252,236 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 332 houders, 15.65M aandelen, $996.08M 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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