Scheda del titolo · trimestre archiviato
IYM
nome in attesa di acquisizione nel profilo
53Holder monitorati
+7Δ titolari
3.76MQuote detenute
$655.91MValore dichiarato
+9Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +15.2% ·
flusso azionario +30.0% ·
nuove posizioni nette +13.2%
· formula
Accumulo ampio: azioni in aumento tra un numero crescente di titolari
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.84K | $690,427 | n/a | n/a |
| Q2 2026 | 55 | +4 | 2.52M | $452.03M | +8 | −5 |
| Q1 2026 | 53 | +7 | 3.76M | $655.91M | +9 | −2 |
| Q4 2025 | 46 | 0 | 1.60M | $244.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 293.11K | $43.44M | n/a | n/a |
| Q2 2025 | 3 | -1 | 39.90K | $5.59M | n/a | −1 |
| Q1 2025 | 2 | +1 | 33.18K | $4.47M | +1 | n/a |
| Q4 2024 | 1 | 0 | 13.73K | $1.78M | n/a | n/a |
| Q3 2024 | 1 | -1 | 16.09K | $2.42M | n/a | −1 |
| Q2 2024 | 2 | n/a | 19.94K | $2.79M | n/a | n/a |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.31M | +68742.8% | $224.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Manufacturers Life Insurance… | 767.52K | +64.2% | $135.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 374.72K | +176.5% | $65.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 272.93K | +5.3% | $48.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 170.33K | +67.6% | $29.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 100.20K | +34.6% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 80.94K | +1.6% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Northwestern Mutual Wealth… | 76.12K | +12.9% | $13.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of Nova Scotia | 74.11K | +191.8% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 65.80K | Nuovo | $11.58M | 0.0% | New | 1 | SEC ↗ |
| 11 | Principal Financial Group Inc | 57.48K | Nuovo | $10.11M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 39.82K | +85.6% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 35.34K | -3.2% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 33.70K | -10.0% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Osaic Holdings, Inc. | 28.50K | +41.8% | $5.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 26.23K | -9.8% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 24.96K | +1.2% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 23.41K | +44.7% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 23.02K | Nuovo | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 18.84K | -10.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 18.58K | Nuovo | $3.27M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 14.25K | +3.9% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 13.65K | +884.9% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 11.59K | -0.1% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 9.10K | -1.0% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Corient Private Wealth LP | 8.52K | -74.1% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 8.42K | +23.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 7.50K | +54.8% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 6.99K | +78.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 5.30K | +43.4% | $905,339 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 4.83K | 0.0% | $850,573 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Franklin Resources Inc | 4.77K | 0.0% | $839,138 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.53K | +21.3% | $796,749 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Blair William & Co/Il | 4.43K | +738.3% | $778,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 4.34K | +8.6% | $776,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 3.94K | +76.6% | $693,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 3.77K | -93.0% | $662,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 3.54K | +69.8% | $623,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 2.73K | 0.0% | $480,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 2.71K | Nuovo | $476,039 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mariner, LLC | 2.33K | -18.4% | $409,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fisher Asset Management ✦ | 2.08K | Nuovo | $366,441 | 0.0% | New | 1 | SEC ↗ |
| 43 | Daiwa Securities Group Inc. | 1.75K | 0.0% | $307,860 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Creative Planning | 1.70K | Nuovo | $299,231 | 0.0% | New | 1 | SEC ↗ |
| 45 | Tidal Investments LLC | 1.69K | Nuovo | $296,425 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cwm, Llc | 1.64K | +8.3% | $287,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 1.43K | 0.0% | $252,269 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 1.20K | 0.0% | $210,928 | 0.0% | Held | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passivo) | 777 | +25.3% | $136,690 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 50 | Qube Research & Technologies Ltd | 732 | +54.8% | $128,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 75 | Nuovo | $13,194 | 0.0% | New | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 27 | 0.0% | $4,750 | 0.0% | Held | 2 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 1 | 0.0% | $178 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Two Sigma Investments | $11.58M | 0.0% |
| Principal Financial Group Inc | $10.11M | 0.0% |
| Millennium Management | $4.05M | 0.0% |
| Marshall Wace | $3.27M | 0.0% |
| Fifth Third Bancorp | $476,039 | 0.0% |
| Fisher Asset Management | $366,441 | 0.0% |
| Creative Planning | $299,231 | 0.0% |
| Tidal Investments LLC | $296,425 | 0.0% |
| UBS AM, a distinct business… | $13,194 | 0.0% |
Uscito
| Point72 Asset Management | $835,849 | era 0.0% |
| Belvedere Trading LLC | $38,490 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 247 detentori, 3.40M azioni, $591.72M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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