IBMP
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.0% ·
Aktienfluss +0.9% ·
neue Nettopositionen -3.1%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.28M | — | $57.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 2.03M | — | $51.61M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.08M | — | $27.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 968.16K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Us Bancorp \De\ | 714.85K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 584.92K | +20.1% | $14.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 481.01K | — | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Lido Advisors, LLC | 367.95K | — | $9.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 352.86K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 270.57K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 183.32K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 161.92K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 125.94K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 107.01K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 91.05K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 80.92K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 73.00K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 71.15K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 70.95K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 41.87K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 35.42K | — | $899,374 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 35.00K | — | $888,650 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 34.31K | — | $871,087 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 24.52K | — | $622,621 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 24.18K | — | $613,998 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 21.22K | — | $538,812 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 19.73K | — | $500,919 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 19.64K | — | $498,787 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 11.76K | — | $298,529 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.73K | — | $69,289 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 573 | -46.4% | $14,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passiv) | 150 | 0.0% | $3,809 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $215,952 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 185 Inhaber, 20.52M Anteile, $508.15M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.