IBHF
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +10.3% ·
aliran saham -14.0% ·
posisi baru bersih +9.4%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Mercer Global Advisors Inc… | $697,709 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 180 pemegang, 27.67M saham, $624.66M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.