IBHH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +14.6% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.39M | +57.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +3.2% | $26.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 343.20K | -31.0% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 235.13K | +12.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 197.39K | -6.2% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | BlackRock ✦ (passief) | 184.27K | +173.2% | $4.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Cetera Investment Advisers | 144.10K | -5.0% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 132.52K | -14.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 99.58K | +45.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 64.82K | +9.2% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 47.61K | +79.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Lido Advisors, LLC | 40.73K | -13.5% | $957,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 27.07K | +13.2% | $636,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 22.26K | -8.6% | $523,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 18.03K | +0.7% | $423,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 17.45K | +55.1% | $410,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 16.20K | Nieuw | $380,677 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 15.07K | -21.5% | $354,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.48K | -55.1% | $316,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 11.96K | -39.0% | $281,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 2.35K | Nieuw | $55,108 | 0.0% | New | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 418 | -85.4% | $9,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Focus Partners Wealth | $380,677 | 0.0% |
| Bank Of Montreal /Can/ | $55,108 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $8.46M | was 0.0% |
| Fidelity (FMR) | $21,396 | was 0.0% |
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.