IBHF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.3% ·
Aktienfluss +0.5% ·
neue Nettopositionen -3.4%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.94M | — | $44.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.88M | — | $43.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.65M | +23.6% | $38.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.12M | — | $25.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 1.07M | — | $24.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 729.37K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 420.48K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 368.75K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Jane Street Group, Llc | 222.29K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 215.21K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 174.67K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 154.30K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 130.24K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 125.31K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 51.66K | +50.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 30.98K | — | $715,072 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 30.23K | — | $697,709 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 27.62K | — | $637,367 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 25.97K | +51.8% | $599,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 17.84K | — | $411,862 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 16.42K | — | $379,043 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 16.39K | — | $378,166 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 12.83K | — | $296,163 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 10.85K | — | $250,429 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 8.45K | — | $195,104 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 5.05K | — | $116,104 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 3.53K | — | $82,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.78K | +165.8% | $41,109 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 400 | — | $9,232 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $6.83M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 180 Inhaber, 27.67M Anteile, $624.66M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.