Effectdossier · gearchiveerd kwartaal
IBMO
naam in afwachting van profielverwerking
34Gevolgde houders
-3Δ houders
8.28MGehouden aandelen
$212.41MGerapporteerde waarde
+0Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.1% ·
aandelenstroom -0.8% ·
netto nieuwe posities -8.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.06M | +3.5% | $52.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.06M | +3.5% | $52.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.06M | +3.5% | $52.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 1.70M | +7.5% | $43.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Us Bancorp \De\ | 652.82K | +1.4% | $16.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 652.82K | +1.4% | $16.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 555.77K | -2.3% | $14.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 461.39K | -0.5% | $11.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 461.39K | -0.5% | $11.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 386.85K | -4.3% | $9.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 367.26K | +10.6% | $9.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 367.26K | +10.6% | $9.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 312.08K | -18.2% | $8.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 246.53K | -8.1% | $6.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 244.40K | -3.4% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 192.53K | +5.7% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 175.53K | -1.5% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 175.53K | -1.5% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 175.53K | -1.5% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 149.07K | -3.7% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 95.23K | -3.7% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 76.94K | +1.2% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 61.67K | -29.9% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 59.88K | +0.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 59.88K | +0.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 54.36K | -0.3% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 54.05K | -10.5% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 54.05K | -10.5% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 49.35K | -31.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 48.50K | +143.0% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 46.28K | -37.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Hrt Financial Lp | 43.15K | +215.8% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 41.19K | -60.2% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 3 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 3 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 3 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 35.80K | +2.3% | $917,916 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 35.80K | +2.3% | $917,916 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mariner, LLC | 30.37K | 0.0% | $778,634 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 15.89K | +41.1% | $407,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Creative Planning | 11.56K | -40.8% | $296,476 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 10.39K | +175.2% | $266,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 6.45K | -44.9% | $165,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 5.21K | +1082.3% | $133,676 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 480 | 0.0% | $12,307 | 0.0% | Held | 3 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 147 | 0.0% | $3,769 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Susquehanna International… | $927,216 | was 0.0% |
| JPMorgan Chase | $827,612 | was 0.0% |
| Truist Financial Corp | $231,106 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 191 houders, 18.16M aandelen, $453.72M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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