Catatan efek · kuartal yang diarsipkan
IBDX
nama menunggu ingest profil
32Pemegang yang dilacak
-2Δ pemegang
16.53MSaham yang dipegang
$421.70MNilai yang dilaporkan
+0Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.9% ·
aliran saham +0.1% ·
posisi baru bersih -6.2%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -2 | 17.82M | $448.85M | — | −2 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | — |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | — | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | — | — |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | — | — |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | — | — |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | — | — |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | — | — |
| Q2 2024 | 1 | — | 49.46K | $1.21M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.03M | — | $77.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.03M | — | $77.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.60M | +17.5% | $66.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.60M | +17.5% | $66.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.32M | — | $59.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.32M | — | $59.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.32M | — | $59.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.78M | — | $45.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.78M | — | $45.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.78M | — | $45.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 990.74K | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 990.74K | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 990.74K | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 964.55K | — | $24.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 833.40K | — | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 766.03K | — | $19.56M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 766.03K | — | $19.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 601.76K | — | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 601.76K | — | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 570.01K | — | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 513.14K | — | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | LPL Financial LLC | 368.07K | — | $9.40M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 176.10K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Neuberger Berman Group LLC | 142.59K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 136.58K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 100.54K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 95.53K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 94.47K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 77.89K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 76.96K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 68.16K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 68.16K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 65.85K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 65.85K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 56.58K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Captrust Financial Advisors | 26.96K | — | $688,221 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Focus Partners Wealth | 18.30K | — | $467,123 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 13.46K | — | $343,583 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 12.31K | — | $314,198 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Truist Financial Corp | 12.31K | — | $314,198 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 11.28K | — | $287,970 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 5.40K | — | $137,862 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 5.40K | — | $137,862 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 584 | — | $14,911 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 101 | -99.9% | $2,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | BlackRock ✦ (pasif) | 51 | 0.0% | $1,302 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $5.86M | adalah 0.0% |
| Goldman Sachs Group | $1.13M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 219 pemegang, 50.27M saham, $1.25B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API