IBHG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.4% ·
aandelenstroom -1.9% ·
netto nieuwe posities -8.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 5.92M | $130.67M | +1 | −1 |
| Q1 2026 | 30 | +5 | 4.73M | $104.77M | +6 | −1 |
| Q4 2025 | 25 | -2 | 4.70M | $104.97M | — | −2 |
| Q3 2025 | 5 | +1 | 335.02K | $7.53M | +1 | — |
| Q2 2025 | 2 | — | 35.60K | $802,446 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 913.79K | — | $20.40M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 821.95K | — | $18.35M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 821.95K | — | $18.35M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 697.96K | — | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 697.96K | — | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 384.74K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 276.64K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 276.64K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 276.64K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 260.53K | — | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 251.67K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 251.67K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 251.67K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 249.37K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 249.37K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 210.51K | — | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 210.51K | — | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 192.29K | -13.1% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 93.19K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 76.46K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 62.97K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 53.25K | +50.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 44.07K | — | $983,596 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 23.17K | — | $517,118 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 16.47K | — | $367,610 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 15.75K | — | $351,629 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 15.69K | — | $350,268 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 13.38K | — | $298,597 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 10.85K | — | $242,466 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 10.35K | — | $230,990 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 5.23K | — | $116,681 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 1.84K | — | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 74 | +39.6% | $1,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| JPMorgan Chase | $1.54M | was 0.0% |
| Citadel Advisors | $213,138 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 11.90M aandelen, $260.09M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.