IBHF
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.7% ·
Aktienfluss -11.5% ·
neue Nettopositionen -10.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.23M | +8.9% | $50.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.35M | -18.9% | $30.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 799.08K | -21.7% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 706.65K | -15.9% | $16.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 508.90K | +1701.4% | $11.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Cetera Investment Advisers | 424.31K | +1.4% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 220.13K | -79.4% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 206.32K | +71.0% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 179.44K | -8.8% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 111.99K | +25.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 106.78K | -3.9% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 103.71K | -30.9% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 29.45K | +42.7% | $667,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 20.95K | 0.0% | $474,540 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Mariner, LLC | 19.85K | Neu | $449,598 | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 19.56K | +3.2% | $443,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 18.20K | -21.7% | $412,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 16.51K | -87.6% | $374,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 12.83K | 0.0% | $290,645 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 11.60K | +3.3% | $261,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 8.99K | Neu | $203,737 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 8.74K | +0.6% | $197,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.77K | 0.0% | $107,973 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 2.38K | Neu | $53,816 | 0.0% | New | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 420 | -85.5% | $9,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 400 | 0.0% | $9,060 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mariner, LLC | $449,598 | 0.0% |
| Truist Financial Corp | $203,737 | 0.0% |
| Bank Of Montreal /Can/ | $53,816 | 0.0% |
Ausgestiegen
| BlackRock | $1.58M | war 0.0% |
| HighTower Advisors, LLC | $634,333 | war 0.0% |
| Creative Planning | $287,472 | war 0.0% |
| Bank of New York Mellon Corp | $200,063 | war 0.0% |
| Fidelity (FMR) | $20,979 | war 0.0% |
| JPMorgan Chase | $7,823 | 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.