IBHG
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Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı +25.0% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Yeni | $54,383 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 41 | -96.0% | $900 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Bank Of Montreal /Can/ | $54,383 | 0.0% |
Çıkıldı
| National Bank Of Canada /Fi/ | $66,296 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 126 sahipler, 11.90M hisseler, $260.09M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.