Catatan efek · kuartal yang diarsipkan
IBMO
nama menunggu ingest profil
38Pemegang yang dilacak
+4Δ pemegang
8.43MSaham yang dipegang
$216.17MNilai yang dilaporkan
+4Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +11.8% ·
aliran saham -2.2% ·
posisi baru bersih +10.5%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 1.58M | -25.6% | $40.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Us Bancorp \De\ | 643.86K | -6.5% | $16.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 643.86K | -6.5% | $16.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Lido Advisors, LLC | 568.74K | +49.8% | $14.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 463.63K | -2.2% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 463.63K | -2.2% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 404.32K | -1.4% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 381.31K | -9.5% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 332.00K | +16.2% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 332.00K | +16.2% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 268.15K | +1.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 253.07K | -17.2% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 182.17K | Baru | $4.67M | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 154.79K | -10.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 103.59K | +8.8% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 98.90K | +107.7% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 87.99K | -6.3% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 87.02K | +9.8% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 76.02K | +8.2% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 73.41K | +499.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Focus Partners Wealth | 72.07K | +3.5% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 60.42K | -0.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 60.42K | -0.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 59.43K | -36.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 59.43K | -36.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 54.52K | -7.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 36.18K | +100.1% | $927,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 36.18K | +100.1% | $927,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 35.00K | 0.0% | $897,050 | 0.0% | Held | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 32.25K | Baru | $827,612 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 32.25K | Baru | $827,612 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mariner, LLC | 30.36K | -6.0% | $778,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Captrust Financial Advisors | 19.96K | -6.3% | $511,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Creative Planning | 19.54K | +36.7% | $500,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Hrt Financial Lp | 13.66K | Baru | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 11.70K | +0.2% | $299,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 11.26K | Baru | $288,543 | 0.0% | New | 1 | SEC ↗ |
| 47 | Truist Financial Corp | 9.02K | 0.0% | $231,106 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Truist Financial Corp | 9.02K | 0.0% | $231,106 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 3.78K | +76.4% | $96,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 480 | 0.0% | $12,302 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 441 | -35.0% | $11,300 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | BlackRock ✦ (pasif) | 147 | 0.0% | $3,768 | 0.0% | Held | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Envestnet Asset Management Inc | $4.67M | 0.0% |
| JPMorgan Chase | $827,612 | 0.0% |
| JPMorgan Chase | $827,612 | 0.0% |
| Hrt Financial Lp | $350,000 | 0.0% |
| Citadel Advisors | $288,543 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 191 pemegang, 18.16M saham, $453.72M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API