Effectdossier · gearchiveerd kwartaal
IYY
naam in afwachting van profielverwerking
51Gevolgde houders
0Δ houders
2.28MGehouden aandelen
$378.28MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.0% · netto nieuwe posities 0.0% · formule
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 | 2 | 0 | 41.23K | $7.74M | n/a | n/a |
| Q2 2026 | 52 | 0 | 2.38M | $433.01M | +2 | −3 |
| Q1 2026 | 54 | +2 | 2.34M | $371.11M | +3 | −1 |
| Q4 2025 | 51 | 0 | 2.28M | $378.28M | n/a | n/a |
| Q3 2025 | 6 | -1 | 594.39K | $96.58M | n/a | −1 |
| Q2 2025 | 4 | 0 | 55.41K | $8.36M | n/a | n/a |
| Q1 2025 | 2 | 0 | 25.43K | $3.46M | n/a | n/a |
| Q4 2024 | 2 | +1 | 24.60K | $3.52M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.01K | $559,574 | +1 | −1 |
| Q2 2024 | 1 | n/a | 14.54K | $1.92M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 437.95K | -3.4% | $72.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 311.58K | n/a | $51.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 195.32K | n/a | $32.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Pnc Financial Services Group, Inc. | 143.16K | n/a | $23.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 131.35K | n/a | $21.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 100.20K | n/a | $16.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 90.87K | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 76.88K | n/a | $12.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 63.33K | n/a | $10.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | UBS Group AG | 62.84K | n/a | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 61.98K | n/a | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 53.77K | n/a | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 48.56K | n/a | $8.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 43.71K | n/a | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 39.17K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Creative Planning | 36.81K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 36.60K | -6.8% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 33.93K | -2.6% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 31.66K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Focus Partners Wealth | 30.11K | n/a | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 25.04K | -48.4% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Captrust Financial Advisors | 24.13K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 21.53K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 19.49K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 19.17K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 14.45K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 13.87K | +19.8% | $2.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Mariner, LLC | 12.59K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mercer Global Advisors Inc /Adv | 11.64K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 9.74K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 9.00K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fayez Sarofim & Co | 8.00K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 7.35K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mml Investors Services, Llc | 7.30K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 6.33K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 5.90K | n/a | $977,546 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 5.53K | n/a | $916,929 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 4.96K | n/a | $821,589 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 4.71K | n/a | $780,114 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 4.20K | n/a | $696,568 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Northwestern Mutual Wealth… | 3.15K | n/a | $521,684 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 3.13K | n/a | $518,653 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 2.98K | n/a | $494,943 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 2.77K | n/a | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 984 | -85.9% | $163,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 933 | n/a | $154,700 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 910 | n/a | $150,887 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 780 | n/a | $129,332 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 358 | n/a | $59,360 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 200 | n/a | $33,162 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 81 | n/a | $13,431 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 276 houders, 3.73M aandelen, $584.44M 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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