Scheda del titolo · trimestre archiviato
IBMO
nome in attesa di acquisizione nel profilo
38Holder monitorati
+4Δ titolari
8.43MQuote detenute
$216.17MValore dichiarato
+4Nuove posizioni
−0Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +11.8% ·
flusso azionario -2.2% ·
nuove posizioni nette +10.5%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuovo | $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 | Nuovo | $827,612 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 32.25K | Nuovo | $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 | Nuovo | $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 | Nuovo | $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 ✦ (passivo) | 147 | 0.0% | $3,768 | 0.0% | Held | 4 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 191 detentori, 18.16M azioni, $453.72M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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