IBMO
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -8.1% ·
pay akışı -0.9% ·
net yeni pozisyonlar -8.8%
— formül
Geniş dağılım — azalan paylar ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 147 | 0.0% | $3,769 | 0.0% | Held | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Citadel Advisors | $308,844 | idi 0.0% |
| Goldman Sachs Group | $215,518 | idi 0.0% |
| JPMorgan Chase | $193,322 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 191 sahipler, 18.16M hisseler, $453.72M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.