IBDZ
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +3.6% ·
flux d'actions +5.8% ·
nouvelles positions nettes +3.4%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 8.02M | $209.00M | +1 | −1 |
| Q1 2026 | 30 | +1 | 7.42M | $193.29M | +4 | −3 |
| Q4 2025 | 29 | +1 | 5.41M | $142.78M | +1 | — |
| Q3 2025 | 4 | +1 | 1.09M | $28.76M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,280 | — | −1 |
| Q1 2025 | 1 | 0 | 8.69K | $224,101 | — | — |
| Q4 2024 | 1 | +1 | 34.00K | $865,275 | +1 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.29M | +45.5% | $33.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.06M | — | $28.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.06M | — | $28.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.06M | — | $28.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 670.67K | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 670.67K | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 359.19K | — | $9.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 359.19K | — | $9.47M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 336.21K | — | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 310.30K | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Us Bancorp \De\ | 310.30K | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 228.99K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 228.99K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 210.93K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 195.28K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 185.66K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 93.24K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 68.17K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 67.19K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 50.64K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 50.25K | Nouveau | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 44.07K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 32.71K | — | $862,539 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 26.34K | -83.7% | $694,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 21.80K | -46.0% | $574,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 19.95K | — | $527,538 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 17.13K | — | $451,613 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 16.56K | — | $436,632 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 15.01K | — | $395,910 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 12.89K | — | $340,041 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 11.67K | — | $307,723 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 8.61K | — | $227,151 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 7.41K | — | $195,517 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 2.88K | — | $75,986 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | BlackRock ✦ (passif) | 50 | 0.0% | $1,319 | 0.0% | Held | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Goldman Sachs Group | $1.33M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 118 détenteurs, 24.71M actions, $634.72M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.