Effectdossier · gearchiveerd kwartaal
IYK
naam in afwachting van profielverwerking
50Gevolgde houders
-5Δ houders
6.58MGehouden aandelen
$479.26MGerapporteerde waarde
+1Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom -11.0% ·
netto nieuwe posities -12.0%
· 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 989.73K | -12.7% | $72.76M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 819.27K | -4.7% | $59.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 684.76K | -0.5% | $49.76M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 559.88K | -3.1% | $40.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 472.87K | +1.3% | $34.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 365.21K | -2.9% | $26.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 270.69K | -13.4% | $19.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | Bnp Paribas Financial Markets | 251.36K | -37.3% | $18.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 242.44K | -4.7% | $17.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Raymond James Financial Inc | 217.10K | -15.3% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 216.40K | -15.7% | $15.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Cetera Investment Advisers | 211.88K | -1.0% | $15.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 205.81K | +13.4% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Ameriprise Financial Inc | 186.83K | -68.1% | $13.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Cibc World Market Inc. | 141.61K | +7.3% | $10.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 136.57K | -3.4% | $9.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 113.67K | +542.8% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 79.19K | +46.0% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 65.42K | +6.8% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 45.52K | +7.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 27.16K | -31.0% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 26.28K | +38.3% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 25.80K | +25.2% | $1.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Captrust Financial Advisors | 19.33K | +121.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 18.46K | -2.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 18.18K | +17.1% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 14.27K | -1.4% | $1.04M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 28 | Franklin Resources Inc | 13.71K | +7.8% | $995,950 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Fifth Third Bancorp | 13.22K | +1.8% | $960,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 12.30K | -60.0% | $893,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 11.79K | -14.1% | $856,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 11.58K | +0.9% | $841,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Creative Planning | 10.77K | -0.4% | $782,555 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Brown Advisory Inc | 10.56K | -8.1% | $767,363 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Bank of New York Mellon Corp | 10.32K | +6.5% | $749,732 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 9.73K | -8.4% | $706,836 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 37 | Northern Trust Corp | 7.62K | +44.8% | $553,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 7.40K | -14.7% | $537,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 7.07K | +0.2% | $513,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 6.61K | Nieuw | $480,276 | 0.0% | New | 1 | SEC ↗ |
| 41 | Sei Investments Co | 5.60K | +49.3% | $407,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 5.25K | -6.5% | $381,412 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 4.17K | 0.0% | $302,577 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 3.99K | -8.1% | $289,732 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Citigroup Inc | 2.26K | +4.8% | $164,376 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.71K | +0.4% | $124,164 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | BlackRock ✦ (passief) | 600 | 0.0% | $43,596 | 0.0% | Held | 3 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 552 | 0.0% | $40,451 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 462 | 0.0% | $33,569 | 0.0% | Held | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 2 | 0.0% | $145 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mercer Global Advisors Inc… | $480,276 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.99M | was 0.0% |
| Renaissance Technologies | $1.63M | was 0.0% |
| Qube Research & Technologies… | $1.60M | was 0.0% |
| HighTower Advisors, LLC | $956,469 | was 0.0% |
| Us Bancorp \De\ | $31,934 | was 0.0% |
| Simplex Trading, Llc | $8,053 | was 0.0% |
| Russell Investments Group… | $1,261 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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