IBCA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +13.6% ·
netto nieuwe posities +3.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 935.35K | +16.0% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 526.17K | +18.0% | $13.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 392.95K | +2.5% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 269.61K | +1.5% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Lido Advisors, LLC | 249.47K | -0.8% | $6.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 226.93K | +17.6% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Us Bancorp \De\ | 120.42K | +35.2% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 111.64K | +49.1% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 86.84K | +53.4% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 80.46K | +20.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 75.05K | -9.6% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 52.17K | +9.0% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 31.97K | Nieuw | $818,829 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 28.75K | Nieuw | $736,339 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 25.30K | Nieuw | $647,907 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 22.19K | +95.3% | $568,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 16.45K | +6.3% | $421,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 13.55K | -3.2% | $347,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 12.26K | +14.4% | $313,902 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 11.06K | 0.0% | $283,272 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 10.01K | +7.0% | $256,382 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 3.26K | +1.2% | $83,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.26K | 0.0% | $57,852 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 800 | 0.0% | $20,488 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 749 | 0.0% | $19,242 | 0.0% | Held | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 52 | 0.0% | $1,332 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $818,829 | 0.0% |
| Jane Street Group, Llc | $736,339 | 0.0% |
| Mercer Global Advisors Inc… | $647,907 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $8.91M | was 0.0% |
| Citadel Advisors | $1.69M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 78 houders, 9.63M aandelen, $246.92M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.