Effectdossier · gearchiveerd kwartaal
IYK
naam in afwachting van profielverwerking
57Gevolgde houders
+6Δ houders
7.42MGehouden aandelen
$519.38MGerapporteerde waarde
+6Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom +25.6% ·
netto nieuwe posities +10.5%
· 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 | 2 | 0 | 17.45K | $1.28M | n/a | −1 |
| Q2 2026 | 50 | -5 | 6.58M | $479.26M | +1 | −7 |
| Q1 2026 | 57 | +6 | 7.42M | $519.38M | +6 | n/a |
| Q4 2025 | 51 | +1 | 5.91M | $395.34M | +2 | −1 |
| Q3 2025 | 6 | 0 | 990.27K | $67.72M | +2 | −2 |
| Q2 2025 | 3 | +1 | 29.06K | $2.05M | +2 | −1 |
| Q1 2025 | 1 | -1 | 2.91K | $208,483 | n/a | −1 |
| Q4 2024 | 2 | +1 | 46.65K | $3.06M | +2 | −1 |
| Q3 2024 | 1 | 0 | 3.95K | $278,610 | +1 | −1 |
| Q2 2024 | 1 | n/a | 17.88K | $1.18M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.13M | +2392.7% | $79.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 859.43K | -9.1% | $60.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 688.33K | +2.8% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Ameriprise Financial Inc | 585.01K | +260.9% | $40.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 578.08K | -3.2% | $40.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 466.77K | -12.2% | $32.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 401.01K | +303.0% | $28.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 376.05K | -20.6% | $26.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 312.44K | +13.0% | $21.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Goldman Sachs Group ✦ | 256.76K | -9.6% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 256.27K | -12.8% | $17.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 254.51K | +13.7% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 214.11K | +1.4% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 181.49K | -3.6% | $12.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 141.38K | +236.0% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cibc World Market Inc. | 131.95K | +4.2% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 61.26K | +12.8% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 54.25K | -4.3% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 42.21K | -4.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 39.39K | -15.4% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 30.77K | +465.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 28.41K | Nieuw | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 23.30K | Nieuw | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 22.86K | +16.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 20.61K | -92.3% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 19.00K | -5.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 18.92K | +81.8% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 17.68K | +3.0% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Mariner, LLC | 15.53K | +26.4% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Fidelity (FMR) ✦ | 14.48K | +14.4% | $1.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | HighTower Advisors, LLC | 13.66K | +1.8% | $956,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 13.74K | -49.2% | $926,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 12.99K | Nieuw | $909,550 | 0.0% | New | 1 | SEC ↗ |
| 34 | Franklin Resources Inc | 12.72K | 0.0% | $890,572 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 11.79K | -1.5% | $825,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 11.49K | 0.0% | $804,714 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 37 | Rockefeller Capital Management L.P. | 11.48K | +1.2% | $803,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 10.81K | +0.6% | $757,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 10.62K | -3.6% | $743,369 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | Bank of New York Mellon Corp | 9.69K | +49.5% | $678,440 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Captrust Financial Advisors | 8.73K | -33.1% | $611,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Truist Financial Corp | 8.68K | +5.8% | $607,974 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Blair William & Co/Il | 7.05K | 0.0% | $493,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 5.61K | +40.5% | $393,177 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 5.26K | -5.7% | $368,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 4.34K | -3.1% | $303,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 4.17K | -1.2% | $291,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Sei Investments Co | 3.75K | Nieuw | $262,820 | 0.0% | New | 1 | SEC ↗ |
| 49 | Citigroup Inc | 2.16K | -2.0% | $151,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.70K | -33.6% | $119,178 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | BlackRock ✦ (passief) | 600 | 0.0% | $42,018 | 0.0% | Held | 2 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 552 | 0.0% | $38,408 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Assetmark, Inc | 462 | Nieuw | $32,354 | 0.0% | New | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 456 | 0.0% | $31,934 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Simplex Trading, Llc | 115 | -36.1% | $8,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 18 | 0.0% | $1,261 | 0.0% | Held | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 2 | Nieuw | $140 | 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
| Jane Street Group, Llc | $1.99M | 0.0% |
| Renaissance Technologies | $1.63M | 0.0% |
| Fifth Third Bancorp | $909,550 | 0.0% |
| Sei Investments Co | $262,820 | 0.0% |
| Assetmark, Inc | $32,354 | 0.0% |
| UBS AM, a distinct business… | $140 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 291 houders, 13.54M aandelen, $926.64M 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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