IBMO
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +11.8% ·
शेयर प्रवाह -2.2% ·
नई शुद्ध पोजीशन +10.5%
· सूत्र
Ownership fragmentation: अधिक धारक, छोटी aggregate stake
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 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 | नया | $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 | नया | $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 | नया | $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 | नया | $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 ✦ (निष्क्रिय) | 147 | 0.0% | $3,768 | 0.0% | Held | 4 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| 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% |
बाहर निकला
| इस तिमाही कोई ट्रैक किया गया एग्जिट नहीं। |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 191 धारक, 18.16M शेयर, $453.72M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।