Effectdossier
IYE
naam in afwachting van profielverwerking
60Gevolgde houders
+6Δ houders
8.77MGehouden aandelen
$497.62MGerapporteerde waarde
+9Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom -15.1% ·
netto nieuwe posities +10.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +6 | 8.77M | $497.62M | +9 | −3 |
| Q1 2026 | 55 | +8 | 10.35M | $669.29M | +9 | −1 |
| Q4 2025 | 47 | -4 | 7.92M | $375.17M | — | −4 |
| Q3 2025 | 10 | +2 | 2.88M | $136.68M | +2 | — |
| Q2 2025 | 5 | -1 | 84.15K | $3.81M | — | −1 |
| Q1 2025 | 4 | +2 | 60.77K | $3.00M | +2 | — |
| Q4 2024 | 2 | +1 | 27.44K | $1.25M | +1 | — |
| Q3 2024 | 1 | 0 | 46.59K | $2.16M | — | — |
| Q2 2024 | 1 | — | 78.74K | $3.78M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | -1.5% | $100.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.78M | -1.5% | $100.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.78M | -1.5% | $100.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.78M | -1.5% | $100.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.05M | -31.2% | $59.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.05M | -31.2% | $59.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.05M | -31.2% | $59.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 895.70K | -7.7% | $50.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 895.70K | -7.7% | $50.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 735.68K | +1.8% | $41.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | LPL Financial LLC | 671.03K | +7.2% | $37.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 594.59K | -3.0% | $33.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 594.59K | -3.0% | $33.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 325.43K | -16.0% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 325.43K | -16.0% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 325.43K | -16.0% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 325.43K | -16.0% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 311.73K | +2.5% | $17.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 311.73K | +2.5% | $17.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 178.82K | +12.6% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 178.82K | +12.6% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 172.52K | +67.9% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 161.36K | -7.9% | $9.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 161.36K | -7.9% | $9.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 161.36K | -7.9% | $9.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 138.93K | +16.6% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 138.93K | +16.6% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 138.93K | +16.6% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 138.93K | +16.6% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Allianz Asset Management GmbH | 118.65K | 0.0% | $7.68M | 0.0% | Held | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 133.59K | +136.2% | $7.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 133.37K | -4.4% | $7.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mariner, LLC | 133.37K | -4.4% | $7.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 123.62K | +12.0% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 123.26K | +16.1% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 107.00K | Nieuw | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 96.02K | -6.5% | $5.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 86.26K | -51.9% | $4.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 86.26K | -51.9% | $4.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 86.26K | -51.9% | $4.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 86.26K | -51.9% | $4.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 86.26K | -51.9% | $4.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 73.85K | -70.1% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Truist Financial Corp | 67.45K | +111.6% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 67.45K | +111.6% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 54.78K | +58.9% | $3.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 54.78K | +58.9% | $3.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 53.34K | Nieuw | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 49.45K | -60.7% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Tudor Investment Corp Et Al | 48.86K | -71.7% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 48.77K | +719.8% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 43.05K | -13.5% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 40.42K | -5.5% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Stifel Financial Corp | 40.42K | -5.5% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Quantinno Capital Management LP | 35.08K | -5.9% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Corient Private Wealth LP | 34.64K | -12.7% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Creative Planning | 30.21K | +1.6% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Two Sigma Investments ✦ | 29.90K | Nieuw | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 59 | Captrust Financial Advisors | 28.34K | -19.0% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 27.90K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 61 | Baird Financial Group, Inc. | 26.66K | -73.4% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 24.02K | -8.3% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 18.13K | +12.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Cerity Partners LLC | 16.24K | +5.2% | $919,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Cerity Partners LLC | 16.24K | +5.2% | $919,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Cerity Partners LLC | 16.24K | +5.2% | $919,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 12.21K | -76.5% | $690,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Hrt Financial Lp | 11.41K | Nieuw | $645,000 | 0.0% | New | 1 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 8.15K | +2.1% | $461,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 8.15K | +2.1% | $461,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 8.15K | +2.1% | $461,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 8.15K | +2.1% | $461,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 7.77K | -4.3% | $439,948 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 7.50K | -20.7% | $424,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 7.50K | -20.7% | $424,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 7.50K | -20.7% | $424,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 7.50K | -20.7% | $424,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Jane Street Group, Llc | 7.41K | +23.1% | $419,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Northern Trust Corp | 7.16K | Nieuw | $405,241 | 0.0% | New | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 7.16K | Nieuw | $405,241 | 0.0% | New | 1 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 6.63K | +15.6% | $375,342 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 6.63K | +15.6% | $375,342 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Focus Partners Wealth | 4.48K | -7.3% | $253,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Fifth Third Bancorp | 3.92K | -34.4% | $222,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Blair William & Co/Il | 3.06K | -14.0% | $173,011 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Citigroup Inc | 2.38K | Nieuw | $134,911 | 0.0% | New | 1 | SEC ↗ |
| 87 | Bnp Paribas Financial Markets | 1.91K | -99.8% | $108,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Us Bancorp \De\ | 1.25K | -14.1% | $70,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 831 | -29.7% | $47,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Franklin Resources Inc | 515 | Nieuw | $29,144 | 0.0% | New | 1 | SEC ↗ |
| 91 | TD Waterhouse Canada Inc. | 501 | 0.0% | $28,241 | 0.0% | Held | 3 | SEC ↗ |
| 92 | Assetmark, Inc | 364 | +37.9% | $20,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | National Bank Of Canada /Fi/ | 210 | 0.0% | $11,886 | 0.0% | Held | 3 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 84 | -18.4% | $4,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Aristotle Capital Management, LLC | 4 | Nieuw | $244 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $6.06M | 0.0% |
| D. E. Shaw & Co. | $3.02M | 0.0% |
| Two Sigma Investments | $1.69M | 0.0% |
| Point72 Asset Management | $1.58M | 0.0% |
| Hrt Financial Lp | $645,000 | 0.0% |
| Northern Trust Corp | $405,241 | 0.0% |
| Northern Trust Corp | $405,241 | 0.0% |
| Citigroup Inc | $134,911 | 0.0% |
| Franklin Resources Inc | $29,144 | 0.0% |
| Aristotle Capital Management… | $244 | 0.0% |
Verlaten
| Renaissance Technologies | $4.77M | was 0.0% |
| Balyasny Asset Management L.P. | $565,701 | was 0.0% |
| Fisher Asset Management | $309,229 | 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 verder het vaakst 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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