IBHF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +0.5% ·
netto nieuwe posities -3.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 17.86K | $400,167 | +1 | n/a |
| Q2 2026 | 28 | -2 | 7.93M | $179.60M | +3 | −6 |
| Q1 2026 | 32 | +3 | 8.99M | $206.28M | +4 | −1 |
| Q4 2025 | 29 | -1 | 10.45M | $241.16M | n/a | −1 |
| Q3 2025 | 5 | +1 | 1.68M | $39.23M | +1 | n/a |
| Q2 2025 | 1 | -1 | 34.44K | $800,064 | n/a | −1 |
| Q1 2025 | 1 | 0 | 55.48K | $1.29M | n/a | n/a |
| Q4 2024 | 1 | +1 | 56.46K | $1.31M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.94M | n/a | $44.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.88M | n/a | $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 | n/a | $25.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 1.07M | n/a | $24.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 729.37K | n/a | $16.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 420.48K | n/a | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 368.75K | n/a | $8.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Jane Street Group, Llc | 222.29K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 215.21K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 174.67K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 154.30K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 130.24K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 125.31K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 51.66K | +50.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 30.98K | n/a | $715,072 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 30.23K | n/a | $697,709 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 27.62K | n/a | $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 | n/a | $411,862 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 16.42K | n/a | $379,043 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 16.39K | n/a | $378,166 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 12.83K | n/a | $296,163 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 10.85K | n/a | $250,429 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 8.45K | n/a | $195,104 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 5.05K | n/a | $116,104 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 3.53K | n/a | $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 | n/a | $9,232 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $6.83M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 180 houders, 27.67M aandelen, $624.66M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.