Catatan efek
IBHF
nama menunggu ingest profil
29Pemegang yang dilacak
-2Δ pemegang
7.96MSaham yang dipegang
$180.27MNilai yang dilaporkan
+3Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -6.5% ·
aliran saham -11.4% ·
posisi baru bersih -6.9%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 1.35M | -18.9% | $30.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 799.08K | -21.7% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 799.08K | -21.7% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 706.65K | -15.9% | $16.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 706.65K | -15.9% | $16.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 508.90K | +1701.4% | $11.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Cetera Investment Advisers | 424.31K | +1.4% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 220.13K | -79.4% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 206.32K | +71.0% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 179.44K | -8.8% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 111.99K | +25.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 111.99K | +25.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 106.78K | -3.9% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 103.71K | -30.9% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 29.68K | +7.4% | $672,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 29.45K | +42.7% | $667,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 20.95K | 0.0% | $474,540 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Mariner, LLC | 19.85K | Baru | $449,598 | 0.0% | New | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 19.56K | +3.2% | $443,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 18.20K | -21.7% | $412,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 16.51K | -87.6% | $374,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 12.83K | 0.0% | $290,645 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 11.60K | +3.3% | $261,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 8.99K | Baru | $203,737 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 8.74K | +0.6% | $197,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 4.77K | 0.0% | $107,973 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 2.38K | Baru | $53,816 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 420 | -85.5% | $9,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 400 | 0.0% | $9,060 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Mariner, LLC | $449,598 | 0.0% |
| Truist Financial Corp | $203,737 | 0.0% |
| Bank Of Montreal /Can/ | $53,816 | 0.0% |
Telah keluar
| BlackRock | $1.58M | adalah 0.0% |
| Creative Planning | $287,472 | adalah 0.0% |
| Bank of New York Mellon Corp | $200,063 | adalah 0.0% |
| Fidelity (FMR) | $20,979 | adalah 0.0% |
| JPMorgan Chase | $7,823 | 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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API