Effectdossier
IYZ
naam in afwachting van profielverwerking
47Gevolgde houders
+2Δ houders
15.29MGehouden aandelen
$646.91MGerapporteerde waarde
+8Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.4% ·
aandelenstroom +30.0% ·
netto nieuwe posities +4.3%
— formule
Brede accumulatie — stijgende aandelen bij meer 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 15.29M | $646.91M | +8 | −6 |
| Q1 2026 | 46 | +5 | 11.04M | $434.00M | +9 | −4 |
| Q4 2025 | 41 | -3 | 9.64M | $326.69M | — | −3 |
| Q3 2025 | 9 | 0 | 2.99M | $96.33M | +1 | −1 |
| Q2 2025 | 6 | +2 | 509.34K | $15.17M | +2 | — |
| Q1 2025 | 2 | -2 | 214.46K | $5.87M | — | −2 |
| Q4 2024 | 4 | +2 | 188.40K | $5.05M | +2 | — |
| Q3 2024 | 2 | -2 | 62.76K | $1.59M | — | −2 |
| Q2 2024 | 4 | — | 365.72K | $7.94M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.93M | Nieuw | $124.04M | 0.1% | New | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 2.03M | +18.1% | $86.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.17M | -28.6% | $49.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.17M | -28.6% | $49.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 962.93K | +4133.1% | $40.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 512.06K | +53.6% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 512.06K | +53.6% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citigroup Inc | 481.51K | -60.4% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 397.75K | +173.3% | $16.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 397.75K | +173.3% | $16.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 323.92K | -12.3% | $13.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 207.44K | -47.4% | $8.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 176.66K | Nieuw | $7.48M | 0.0% | New | 1 | SEC ↗ |
| 31 | Healthcare Of Ontario Pension Plan… | 163.50K | 0.0% | $6.92M | 0.0% | Held | 3 | SEC ↗ |
| 32 | IMC-Chicago, LLC | 148.02K | +568.7% | $6.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 147.56K | +345.3% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 132.37K | +148.1% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 85.80K | +3.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 85.80K | +3.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Jane Street Group, Llc | 77.90K | -33.9% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 50.24K | +200.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 50.24K | +200.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Envestnet Asset Management Inc | 42.46K | +132.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 40.42K | +2.1% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 37.58K | -2.9% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 35.53K | 0.0% | $1.50M | 0.0% | Held | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 33.17K | -43.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 33.17K | -43.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Captrust Financial Advisors | 31.31K | +19.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 28.65K | +17.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Baird Financial Group, Inc. | 20.28K | Nieuw | $858,089 | 0.0% | New | 1 | SEC ↗ |
| 56 | Tudor Investment Corp Et Al | 18.53K | Nieuw | $784,131 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 15.60K | -2.2% | $660,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Hrt Financial Lp | 14.03K | Nieuw | $593,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | Simplex Trading, Llc | 13.70K | +316.9% | $579,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Commonwealth Equity Services, Llc | 13.31K | -37.3% | $562,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 9.13K | +10.9% | $386,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Blair William & Co/Il | 8.78K | +0.2% | $371,407 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Northwestern Mutual Wealth… | 6.16K | -38.3% | $260,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 4.53K | +13.8% | $191,557 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 4.53K | +13.8% | $191,557 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | BlackRock ✦ (passief) | 1.67K | +1.7% | $70,742 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $21,156 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $21,156 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Assetmark, Inc | 115 | 0.0% | $4,866 | 0.0% | Held | 3 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 100 | 0.0% | $4,231 | 0.0% | Held | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 59 | Nieuw | $2,496 | 0.0% | New | 1 | SEC ↗ |
| 72 | Victory Capital Management Inc | 41 | Nieuw | $1,721 | 0.0% | New | 1 | SEC ↗ |
| 73 | Allspring Global Investments… | 23 | Nieuw | $932 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Focus Partners Wealth | $124.04M | 0.1% |
| D. E. Shaw & Co. | $7.48M | 0.0% |
| Baird Financial Group, Inc. | $858,089 | 0.0% |
| Tudor Investment Corp Et Al | $784,131 | 0.0% |
| Hrt Financial Lp | $593,000 | 0.0% |
| TD Waterhouse Canada Inc. | $2,496 | 0.0% |
| Victory Capital Management Inc | $1,721 | 0.0% |
| Allspring Global Investments… | $932 | 0.0% |
Verlaten
| Citadel Advisors | $2.89M | was 0.0% |
| Balyasny Asset Management L.P. | $1.78M | was 0.0% |
| Mariner, LLC | $1.42M | was 0.0% |
| Fisher Asset Management | $472,901 | was 0.0% |
| Mirae Asset Global… | $157,280 | was 0.0% |
| National Bank Of Canada /Fi/ | $96,334 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 174 houders, 18.17M aandelen, $690.93M 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 verder het vaakst 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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