IBDY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.9% ·
Aktienfluss +1.0% ·
neue Nettopositionen -7.4%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +1 | 11.35M | $292.21M | +2 | −2 |
| Q1 2026 | 33 | +6 | 11.50M | $297.19M | +7 | −1 |
| Q4 2025 | 27 | -2 | 9.67M | $252.84M | +1 | −3 |
| Q3 2025 | 5 | +1 | 1.90M | $49.80M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,269 | — | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | — |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | — | — |
| Q2 2024 | 1 | — | 42.14K | $1.06M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.99M | +31.7% | $52.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.79M | — | $46.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 766.84K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 736.84K | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 593.67K | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 539.17K | — | $14.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 501.71K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 499.45K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 483.08K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 388.77K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 288.26K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 246.63K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 228.36K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 137.76K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 103.87K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 88.48K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 72.46K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 67.55K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 49.63K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 42.90K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Barclays Plc | 19.02K | — | $497,157 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 15.56K | — | $406,836 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 8.44K | — | $220,586 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 7.36K | — | $192,443 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 5.05K | — | $131,981 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.29K | Neu | $33,803 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passiv) | 50 | 0.0% | $1,307 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Fidelity (FMR) | $33,803 | 0.0% |
Ausgestiegen
| JPMorgan Chase | $5.75M | war 0.0% |
| Citadel Advisors | $3.61M | war 0.0% |
| Goldman Sachs Group | $761,168 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 159 Inhaber, 27.04M Anteile, $684.99M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.