IBHG
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.4% ·
Aktienfluss -1.9% ·
neue Nettopositionen -8.0%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 913.79K | n/a | $20.40M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 821.95K | n/a | $18.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 697.96K | n/a | $15.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 384.74K | n/a | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 276.64K | n/a | $6.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 260.53K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 251.67K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 249.37K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 210.51K | n/a | $4.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 192.29K | -13.1% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 93.19K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 76.46K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 62.97K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 53.25K | +50.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 44.07K | n/a | $983,596 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 23.17K | n/a | $517,118 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 16.47K | n/a | $367,610 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 15.75K | n/a | $351,629 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 15.69K | n/a | $350,268 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 13.38K | n/a | $298,597 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 10.85K | n/a | $242,466 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 10.35K | n/a | $230,990 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 5.23K | n/a | $116,681 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.84K | n/a | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 74 | +39.6% | $1,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| JPMorgan Chase | $1.54M | war 0.0% |
| Citadel Advisors | $213,138 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 11.90M Anteile, $260.09M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.