IBHF
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -3.3% ·
flux d'actions +0.5% ·
nouvelles positions nettes -3.4%
— formule
Accumulation concentrée — hausse des parts chez un moins 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 | -2 | 7.96M | $180.27M | +3 | −5 |
| Q1 2026 | 32 | +3 | 8.99M | $206.28M | +4 | −1 |
| Q4 2025 | 29 | -1 | 10.45M | $241.16M | — | −1 |
| Q3 2025 | 5 | +1 | 1.68M | $39.23M | +1 | — |
| Q2 2025 | 1 | -1 | 34.44K | $800,064 | — | −1 |
| Q1 2025 | 1 | 0 | 55.48K | $1.29M | — | — |
| Q4 2024 | 1 | +1 | 56.46K | $1.31M | +1 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.94M | — | $44.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.94M | — | $44.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.88M | — | $43.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.65M | +23.6% | $38.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.65M | +23.6% | $38.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.12M | — | $25.77M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.12M | — | $25.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 1.07M | — | $24.67M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 729.37K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 729.37K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 729.37K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 420.48K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 368.75K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 368.75K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 368.75K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 222.29K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 215.21K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 215.21K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 174.67K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 154.30K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 130.24K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 130.24K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 125.31K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 51.66K | +50.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 30.98K | — | $715,072 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 30.23K | — | $697,709 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 27.62K | — | $637,367 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 25.97K | +51.8% | $599,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 17.84K | — | $411,862 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 16.42K | — | $379,043 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 16.39K | — | $378,166 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 12.83K | — | $296,163 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 10.85K | — | $250,429 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 8.45K | — | $195,104 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 5.05K | — | $116,104 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 3.53K | — | $82,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.78K | +165.8% | $41,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.78K | +165.8% | $41,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 400 | — | $9,232 | 0.0% | n/c | 1 | 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
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Goldman Sachs Group | $6.83M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 180 détenteurs, 27.67M actions, $624.66M 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.