Effectdossier · gearchiveerd kwartaal
IBDX
naam in afwachting van profielverwerking
39Gevolgde houders
+7Δ houders
17.16MGehouden aandelen
$433.70MGerapporteerde waarde
+7Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +21.9% ·
aandelenstroom +3.9% ·
netto nieuwe posities +17.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 16.96M | $427.18M | n/a | −3 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | n/a |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | n/a | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | n/a | n/a |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | n/a | n/a |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | n/a | n/a |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | n/a | n/a |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | n/a | n/a |
| Q2 2024 | 1 | n/a | 49.46K | $1.21M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.17M | +21.4% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 854.04K | +2.5% | $21.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Rockefeller Capital Management L.P. | 519.72K | +1.3% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 510.12K | -10.5% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 509.93K | +38.5% | $12.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 241.09K | +36.9% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 186.43K | Nieuw | $4.71M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 182.44K | +81.5% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 168.66K | +116.5% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 152.90K | +11.9% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 141.34K | -0.9% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 118.34K | +25.3% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 95.72K | Nieuw | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 91.03K | +60.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 78.36K | +1.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 73.39K | -23.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 71.37K | +4.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 31.16K | Nieuw | $787,413 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 28.38K | -56.9% | $717,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 27.31K | +1.3% | $690,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 23.70K | Nieuw | $598,773 | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 21.54K | Nieuw | $544,265 | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 18.30K | 0.0% | $462,366 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 16.80K | +24.8% | $420,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 10.06K | -10.8% | $254,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 9.25K | Nieuw | $233,849 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | JPMorgan Chase ✦ | 3.18K | +3045.5% | $79,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Barclays Plc | 805 | Nieuw | $20,342 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 589 | +0.9% | $14,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 51 | 0.0% | $1,289 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 219 houders, 50.27M aandelen, $1.25B 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: Q1 2026 ·
Methodologie ·
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