IBMO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.1% ·
aandelenstroom -0.9% ·
netto nieuwe posities -8.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 2.12M | n/a | $54.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.05M | n/a | $52.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 688.49K | n/a | $17.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 474.09K | n/a | $12.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 421.45K | n/a | $10.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 410.26K | n/a | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Lido Advisors, LLC | 379.67K | n/a | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 305.63K | n/a | $7.84M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 285.75K | -15.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 265.09K | n/a | $6.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 182.84K | n/a | $4.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 172.87K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 95.20K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 93.89K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 93.31K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cwm, Llc | 79.23K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 70.24K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 69.65K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 60.70K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Financial Engines Advisors L.L.C. | 59.22K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 47.62K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Deutsche Bank Ag\ | 41.02K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Baird Financial Group, Inc. | 35.00K | n/a | $897,295 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 32.31K | n/a | $828,301 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 21.31K | n/a | $546,339 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 18.08K | n/a | $463,491 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 14.29K | n/a | $366,378 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 12.24K | n/a | $313,925 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 11.68K | n/a | $299,344 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 9.02K | n/a | $231,169 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 2.14K | n/a | $54,889 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 678 | 0.0% | $17,379 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 480 | n/a | $12,306 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 147 | 0.0% | $3,769 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $308,844 | was 0.0% |
| Goldman Sachs Group | $215,518 | was 0.0% |
| JPMorgan Chase | $193,322 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 191 houders, 18.16M aandelen, $453.72M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.