IBHG
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +20.0% ·
flux d'actions +0.7% ·
nouvelles positions nettes +16.7%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.14M | +25.1% | $25.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 799.69K | -2.7% | $17.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 799.69K | -2.7% | $17.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 400.71K | Nouveau | $8.87M | 0.0% | New | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 397.41K | +3.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 334.89K | +59.1% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 325.36K | +17.6% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 325.36K | +17.6% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 325.36K | +17.6% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 263.30K | +1.1% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 248.89K | -0.2% | $5.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 248.89K | -0.2% | $5.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 217.17K | +12.9% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 217.17K | +12.9% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 92.07K | -63.4% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 92.07K | -63.4% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 92.07K | -63.4% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 83.01K | -10.9% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 71.00K | +33.3% | $1.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 49.75K | -21.0% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 42.43K | -44.5% | $938,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 32.67K | Nouveau | $722,899 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 31.80K | Nouveau | $703,669 | 0.0% | New | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 27.15K | -96.1% | $600,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 27.15K | -96.1% | $600,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 25.09K | +59.3% | $555,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 23.87K | +52.1% | $528,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 23.63K | Nouveau | $522,954 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 23.55K | -46.5% | $521,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 18.91K | +14.8% | $418,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 13.38K | 0.0% | $296,055 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 12.44K | Nouveau | $275,342 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 10.85K | 0.0% | $239,048 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 10.35K | 0.0% | $229,023 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 6.06K | Nouveau | $134,042 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 3.01K | -42.5% | $66,296 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 1.84K | 0.0% | $40,719 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.03K | +1291.9% | $22,786 | 0.0% | ▲ Add | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Bank of New York Mellon Corp | $8.87M | 0.0% |
| Jane Street Group, Llc | $722,899 | 0.0% |
| Cerity Partners LLC | $703,669 | 0.0% |
| Citadel Advisors | $522,954 | 0.0% |
| Envestnet Asset Management Inc | $275,342 | 0.0% |
| Fifth Third Bancorp | $134,042 | 0.0% |
Sorti(e)
| Creative Planning | $517,118 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 126 détenteurs, 11.90M actions, $260.09M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.