IBHI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom +25.2% ·
netto nieuwe posities -5.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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… | 1.69M | +54.4% | $39.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.56M | +11.0% | $36.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 515.40K | -3.6% | $12.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 488.75K | +32.2% | $11.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 442.89K | +7.0% | $10.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passief) | 185.49K | +174.6% | $4.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Raymond James Financial Inc | 152.59K | +5.8% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 146.39K | +238.3% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 132.70K | +4.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 120.18K | +10.8% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 59.89K | Nieuw | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 12 | Lido Advisors, LLC | 44.83K | -34.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 43.55K | +11.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Cetera Investment Advisers | 31.78K | -18.6% | $743,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 21.12K | +122.9% | $494,133 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 19.42K | +13.6% | $454,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 16.54K | 0.0% | $386,847 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 11.09K | -62.4% | $259,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 10.36K | +0.2% | $242,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $1.40M | 0.0% |
Verlaten
| Bank Of Montreal /Can/ | $48,568 | was 0.0% |
| Fidelity (FMR) | $21,900 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 10.18M aandelen, $235.03M 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.