IBMO
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +11.8% ·
flux d'actions -2.2% ·
nouvelles positions nettes +10.5%
· formule
Fragmentation de l'actionnariat : plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 1.58M | -25.6% | $40.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 643.86K | -6.5% | $16.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 568.74K | +49.8% | $14.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 463.63K | -2.2% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 404.32K | -1.4% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 381.31K | -9.5% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 332.00K | +16.2% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 268.15K | +1.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 253.07K | -17.2% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 182.17K | Nouveau | $4.67M | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 154.79K | -10.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 103.59K | +8.8% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 98.90K | +107.7% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 87.99K | -6.3% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 87.02K | +9.8% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 76.02K | +8.2% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 73.41K | +499.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 72.07K | +3.5% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 60.42K | -0.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 59.43K | -36.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Financial Engines Advisors L.L.C. | 54.52K | -7.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 36.18K | +100.1% | $927,216 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Baird Financial Group, Inc. | 35.00K | 0.0% | $897,050 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 32.25K | Nouveau | $827,612 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 30.36K | -6.0% | $778,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 19.96K | -6.3% | $511,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 19.54K | +36.7% | $500,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Hrt Financial Lp | 13.66K | Nouveau | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 11.70K | +0.2% | $299,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 11.26K | Nouveau | $288,543 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 9.02K | 0.0% | $231,106 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | Jones Financial Companies Lllp | 3.78K | +76.4% | $96,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 480 | 0.0% | $12,302 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 441 | -35.0% | $11,300 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | BlackRock ✦ (passif) | 147 | 0.0% | $3,768 | 0.0% | Held | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Envestnet Asset Management Inc | $4.67M | 0.0% |
| JPMorgan Chase | $827,612 | 0.0% |
| Hrt Financial Lp | $350,000 | 0.0% |
| Citadel Advisors | $288,543 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 191 détenteurs, 18.16M actions, $453.72M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.