IBDY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.9% ·
aandelenstroom +1.0% ·
netto nieuwe posities -7.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a |
| Q2 2025 | 1 | -1 | 49 | $1,269 | n/a | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | n/a |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | n/a | n/a |
| Q2 2024 | 1 | n/a | 42.14K | $1.06M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.99M | +31.7% | $52.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.79M | n/a | $46.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 766.84K | n/a | $20.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 736.84K | n/a | $19.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 593.67K | n/a | $15.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 539.17K | n/a | $14.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 501.71K | n/a | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 499.45K | n/a | $13.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 483.08K | n/a | $12.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 388.77K | n/a | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 288.26K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 246.63K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 228.36K | n/a | $5.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 137.76K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 103.87K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 88.48K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 72.46K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 67.55K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 49.63K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 42.90K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Barclays Plc | 19.02K | n/a | $497,157 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 15.56K | n/a | $406,836 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 8.44K | n/a | $220,586 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 7.36K | n/a | $192,443 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 5.05K | n/a | $131,981 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.29K | Nieuw | $33,803 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 50 | 0.0% | $1,307 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fidelity (FMR) | $33,803 | 0.0% |
Verlaten
| JPMorgan Chase | $5.75M | was 0.0% |
| Citadel Advisors | $3.61M | was 0.0% |
| Goldman Sachs Group | $761,168 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 159 houders, 27.04M aandelen, $684.99M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.