Effectdossier
IBHG
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
5.92MGehouden aandelen
$130.67MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +25.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.81M | +439.6% | $39.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.25M | +9.4% | $27.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 810.42K | +1.3% | $17.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 810.42K | +1.3% | $17.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 401.75K | +23.5% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 401.75K | +23.5% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 401.75K | +23.5% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 281.07K | +29.4% | $6.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 259.33K | +4.2% | $5.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 259.33K | +4.2% | $5.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 254.78K | -3.2% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 196.43K | +176.7% | $4.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Jane Street Group, Llc | 133.78K | +309.5% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 90.36K | -1.9% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 90.36K | -1.9% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 90.36K | -1.9% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 57.32K | -30.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 55.61K | +104.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 55.61K | +104.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 48.28K | -2.9% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 41.75K | -1.6% | $921,777 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 34.02K | +35.6% | $751,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 27.02K | -15.0% | $596,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 26.58K | +11.3% | $586,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 19.04K | -19.2% | $420,302 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 18.91K | 0.0% | $417,489 | 0.0% | Held | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 18.69K | -95.3% | $412,639 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 18.41K | -22.1% | $406,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 13.97K | -96.5% | $308,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 13.38K | 0.0% | $295,386 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.85K | 0.0% | $238,342 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 10.35K | 0.0% | $228,506 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 10.11K | -18.7% | $223,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 6.06K | 0.0% | $133,738 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 2.46K | Nieuw | $54,383 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 41 | -96.0% | $900 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank Of Montreal /Can/ | $54,383 | 0.0% |
Verlaten
| National Bank Of Canada /Fi/ | $66,296 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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