IBHF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.3% ·
Aktienfluss -14.0% ·
neue Nettopositionen +9.4%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.05M | +9.0% | $46.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.66M | +1.0% | $38.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.07M | -0.1% | $24.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.02M | -8.6% | $23.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 840.57K | -56.6% | $19.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 664.52K | -8.9% | $15.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 418.24K | -0.5% | $9.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 196.82K | -8.6% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 191.06K | -48.2% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Lido Advisors, LLC | 150.20K | -14.0% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 132.91K | +6.1% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 120.64K | -45.7% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 111.09K | -28.0% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 89.46K | -31.3% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | BlackRock ✦ (passiv) | 68.88K | +33.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 28.25K | +8.8% | $648,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 27.64K | +0.1% | $634,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 23.25K | Neu | $533,642 | 0.0% | New | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 20.95K | +27.6% | $480,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 20.64K | +26.0% | $473,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 18.95K | +6.2% | $434,971 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 12.83K | 0.0% | $294,494 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Creative Planning | 12.53K | -59.6% | $287,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.23K | +3.5% | $256,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 8.72K | Neu | $200,063 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 8.68K | +2.7% | $199,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 4.77K | Neu | $109,403 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.64K | +3.0% | $83,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.91K | -42.4% | $66,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 914 | Neu | $20,979 | 0.0% | New | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 400 | 0.0% | $9,180 | 0.0% | Held | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 341 | -80.8% | $7,823 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cerity Partners LLC | $533,642 | 0.0% |
| Bank of New York Mellon Corp | $200,063 | 0.0% |
| Fifth Third Bancorp | $109,403 | 0.0% |
| Fidelity (FMR) | $20,979 | 0.0% |
Ausgestiegen
| Mercer Global Advisors Inc… | $697,709 | 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.