IBDZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +5.8% ·
netto nieuwe posities +3.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Royal Bank Of Canada | 670.67K | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 359.19K | — | $9.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 336.21K | — | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Us Bancorp \De\ | 310.30K | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 228.99K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Lido Advisors, LLC | 210.93K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 195.28K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 185.66K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 93.24K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 68.17K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 67.19K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 50.64K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 50.25K | Nieuw | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 44.07K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 32.71K | — | $862,539 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 26.34K | -83.7% | $694,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 21.80K | -46.0% | $574,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 19.95K | — | $527,538 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 17.13K | — | $451,613 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 16.56K | — | $436,632 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 15.01K | — | $395,910 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 12.89K | — | $340,041 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 11.67K | — | $307,723 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 8.61K | — | $227,151 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 7.41K | — | $195,517 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 2.88K | — | $75,986 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passief) | 50 | 0.0% | $1,319 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.33M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 24.71M aandelen, $634.72M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.