Catatan efek · kuartal yang diarsipkan
IBDX
nama menunggu ingest profil
39Pemegang yang dilacak
+7Δ pemegang
17.16MSaham yang dipegang
$433.70MNilai yang dilaporkan
+7Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +21.9% ·
aliran saham +3.9% ·
posisi baru bersih +17.9%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.17M | +21.4% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 854.04K | +2.5% | $21.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 519.72K | +1.3% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 510.12K | -10.5% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 509.93K | +38.5% | $12.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 241.09K | +36.9% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 186.43K | Baru | $4.71M | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 182.44K | +81.5% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 168.66K | +116.5% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 152.90K | +11.9% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 141.34K | -0.9% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 118.34K | +25.3% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 95.72K | Baru | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 91.03K | +60.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mariner, LLC | 78.36K | +1.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 73.39K | -23.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 71.37K | +4.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 31.16K | Baru | $787,413 | 0.0% | New | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 28.38K | -56.9% | $717,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 27.31K | +1.3% | $690,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 23.70K | Baru | $598,773 | 0.0% | New | 1 | SEC ↗ |
| 40 | Creative Planning | 21.54K | Baru | $544,265 | 0.0% | New | 1 | SEC ↗ |
| 41 | Focus Partners Wealth | 18.30K | 0.0% | $462,366 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 16.80K | +24.8% | $420,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 10.06K | -10.8% | $254,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 9.25K | Baru | $233,849 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 3.18K | +3045.5% | $79,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Barclays Plc | 805 | Baru | $20,342 | 0.0% | New | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 589 | +0.9% | $14,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | BlackRock ✦ (pasif) | 51 | 0.0% | $1,289 | 0.0% | Held | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $4.71M | 0.0% |
| Goldman Sachs Group | $2.42M | 0.0% |
| Citadel Advisors | $787,413 | 0.0% |
| Fifth Third Bancorp | $598,773 | 0.0% |
| Creative Planning | $544,265 | 0.0% |
| Jane Street Group, Llc | $233,849 | 0.0% |
| Barclays Plc | $20,342 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API