Effectdossier · gearchiveerd kwartaal
IYY
naam in afwachting van profielverwerking
52Gevolgde houders
0Δ houders
2.38MGehouden aandelen
$433.01MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.2% · netto nieuwe posities -1.9% · formule
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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 336.06K | +10.4% | $61.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 124.31K | -3.3% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 102.63K | +152.3% | $18.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 61.83K | +1.3% | $11.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 56.27K | -43.5% | $10.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 44.05K | +1.2% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 38.17K | +6.0% | $6.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Creative Planning | 37.74K | -0.6% | $6.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 35.34K | -2.8% | $6.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Goldman Sachs Group ✦ | 29.70K | +21.2% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Fifth Third Bancorp | 29.51K | -0.1% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 29.47K | +0.1% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 25.69K | +6.1% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 24 | Stifel Financial Corp | 19.85K | -0.9% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Lido Advisors, LLC | 19.59K | -7.0% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 18.81K | +40.7% | $3.43M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Truist Financial Corp | 18.55K | -3.0% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 16.34K | +25.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Brown Advisory Inc | 12.78K | +42.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Mariner, LLC | 11.88K | -11.9% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 11.05K | +46.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 10.06K | 0.0% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 9.96K | -3.5% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 8.47K | +4.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fayez Sarofim & Co | 8.00K | 0.0% | $1.46M | 0.0% | Held | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 6.08K | +114.5% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 5.92K | +0.8% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 5.70K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 5.43K | -1.8% | $989,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 5.42K | 0.0% | $985,809 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Corient Private Wealth LP | 4.81K | +12.5% | $876,697 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 4.22K | +327.8% | $769,528 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 4.20K | 0.0% | $765,758 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 44 | Northwestern Mutual Wealth… | 3.91K | +12.3% | $712,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Hrt Financial Lp | 3.86K | Nieuw | $704,000 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 3.13K | Nieuw | $569,807 | 0.0% | New | 1 | SEC ↗ ×3 |
| 47 | Us Bancorp \De\ | 3.07K | 0.0% | $559,964 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 48 | UBS AM, a distinct business unit of… | 1.79K | 0.0% | $325,734 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 915 | +0.6% | $166,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Assetmark, Inc | 730 | -6.4% | $133,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 207 | +135.2% | $37,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Franklin Resources Inc | 200 | 0.0% | $36,456 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $704,000 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.27M | was 0.0% |
| Susquehanna International… | $1.96M | was 0.0% |
| Citigroup Inc | $158 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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