Wertpapierdatensatz · archiviertes Quartal
IBMO
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
-3Δ Inhaber
8.63MGehaltene Aktien
$221.14MGemeldeter Wert
+0Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -8.1% ·
Aktienfluss -0.9% ·
neue Nettopositionen -8.8%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -3 | 8.28M | $212.41M | — | −3 |
| Q1 2026 | 38 | +4 | 8.43M | $216.17M | +4 | — |
| Q4 2025 | 34 | -3 | 8.63M | $221.14M | — | −3 |
| Q3 2025 | 6 | +1 | 365.88K | $9.39M | +1 | — |
| Q2 2025 | 2 | — | 447 | $11,444 | — | — |
| Q2 2024 | 1 | — | 17.65K | $446,999 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 2.12M | — | $54.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.05M | — | $52.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.05M | — | $52.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.05M | — | $52.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Us Bancorp \De\ | 688.49K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Us Bancorp \De\ | 688.49K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 474.09K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 474.09K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 421.45K | — | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 421.45K | — | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 410.26K | — | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Lido Advisors, LLC | 379.67K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 305.63K | — | $7.84M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 285.75K | -15.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 285.75K | -15.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 265.09K | — | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 182.84K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 182.84K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 182.84K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 172.87K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 95.20K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 93.89K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 93.31K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 93.31K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 79.23K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 70.24K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 69.65K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 60.70K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 60.70K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 59.22K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 47.62K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 41.02K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 41.02K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 41.02K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 35.00K | — | $897,295 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 32.31K | — | $828,301 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 21.31K | — | $546,339 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 18.08K | — | $463,491 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 14.29K | — | $366,378 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Jane Street Group, Llc | 12.24K | — | $313,925 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 11.68K | — | $299,344 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Truist Financial Corp | 9.02K | — | $231,169 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Truist Financial Corp | 9.02K | — | $231,169 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 2.14K | — | $54,889 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 678 | 0.0% | $17,379 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 480 | — | $12,306 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passiv) | 147 | 0.0% | $3,769 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $308,844 | war 0.0% |
| Goldman Sachs Group | $215,518 | war 0.0% |
| JPMorgan Chase | $193,322 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 191 Inhaber, 18.16M Anteile, $453.72M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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