IBDZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +10.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.51M | +1.1% | $39.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.36M | +12.1% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.36M | +12.1% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.36M | +12.1% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 745.78K | +6.3% | $19.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 745.78K | +6.3% | $19.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 662.02K | +5.9% | $17.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 662.02K | +5.9% | $17.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 504.01K | +30.8% | $13.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 496.66K | -1.5% | $12.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 411.32K | +6.3% | $10.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 411.32K | +6.3% | $10.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 386.05K | +17.4% | $10.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 382.11K | +9.2% | $9.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 382.11K | +9.2% | $9.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 368.53K | -0.3% | $9.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 278.29K | Nieuw | $7.25M | 0.0% | New | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 266.37K | +2.1% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 129.75K | +9.9% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 118.10K | +39.2% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 84.66K | +29.7% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 79.50K | -6.1% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 78.19K | +30.1% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 39.42K | +91.6% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 25.31K | +11.9% | $659,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 20.16K | +6.1% | $526,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 17.69K | +2.9% | $460,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 16.32K | +14.9% | $425,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 12.59K | -4.3% | $328,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.39K | +18.2% | $322,839 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 9.06K | 0.0% | $235,909 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.00K | -46.0% | $78,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 800 | -16.6% | $20,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 341 | -66.0% | $8,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passief) | 50 | 0.0% | $1,303 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $7.25M | 0.0% |
Verlaten
| JPMorgan Chase | $3.02M | was 0.0% |
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.