IBDY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +22.2% ·
aandelenstroom +18.9% ·
netto nieuwe posities +18.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 150.34K | $3.69M | n/a | n/a |
| 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 ✦ | 2.26M | +13.6% | $58.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.93M | +8.1% | $49.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 804.02K | +4.8% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 668.87K | +12.7% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 645.51K | -12.4% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 623.05K | +15.6% | $16.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 556.38K | +15.2% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 534.16K | +7.0% | $13.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 508.73K | +1.4% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 423.19K | +8.8% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 362.79K | +249.3% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 333.59K | Nieuw | $8.62M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mariner, LLC | 296.46K | +2.9% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 275.59K | Nieuw | $7.12M | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 271.15K | +9.9% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 234.10K | +2.5% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 134.07K | +85.0% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 128.22K | -6.9% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 113.86K | +28.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 89.74K | +32.9% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 89.44K | Nieuw | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 43.08K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 39.19K | -21.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 31.71K | +103.8% | $819,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 28.81K | Nieuw | $740,603 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Creative Planning | 16.81K | Nieuw | $434,513 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 11.62K | Nieuw | $300,248 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 10.26K | Nieuw | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 9.50K | +29.0% | $243,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 8.79K | +4.2% | $227,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 8.74K | +73.0% | $225,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.15K | -11.1% | $29,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 50 | 0.0% | $1,293 | 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
| Jane Street Group, Llc | $8.62M | 0.0% |
| Susquehanna International… | $7.12M | 0.0% |
| Citadel Advisors | $2.31M | 0.0% |
| JPMorgan Chase | $740,603 | 0.0% |
| Creative Planning | $434,513 | 0.0% |
| Fifth Third Bancorp | $300,248 | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
Verlaten
| Barclays Plc | $497,157 | 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.