IBHH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +10.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 0 | 4.74M | $111.30M | +2 | −2 |
| Q1 2026 | 25 | +6 | 4.50M | $105.51M | +6 | — |
| Q4 2025 | 19 | 0 | 4.12M | $97.45M | — | — |
| Q3 2025 | 2 | 0 | 233.41K | $5.57M | — | — |
| Q2 2025 | 1 | — | 33.72K | $800,199 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 918.58K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 874.22K | — | $20.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 580.55K | +190.7% | $13.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 347.85K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 248.95K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 248.95K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 248.95K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 248.95K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 248.95K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 205.47K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 205.47K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 199.55K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 185.39K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 185.39K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 185.39K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 151.47K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 144.71K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 144.71K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 58.68K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 51.77K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 50.58K | +50.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 31.84K | — | $753,796 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 28.08K | — | $665,024 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 28.08K | — | $665,024 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 15.48K | — | $366,536 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 12.62K | — | $298,802 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 9.41K | — | $222,835 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 670 | — | $16,000 | 0.0% | n/c | 1 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 12.55M aandelen, $291.03M 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.