Effectdossier · gearchiveerd kwartaal
IBMP
naam in afwachting van profielverwerking
35Gevolgde houders
+3Δ houders
10.32MGehouden aandelen
$262.59MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.4% ·
aandelenstroom -0.5% ·
netto nieuwe posities +8.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 10.45M | $265.53M | +1 | −2 |
| Q1 2026 | 35 | +3 | 10.32M | $262.59M | +4 | −1 |
| Q4 2025 | 32 | -1 | 10.37M | $263.36M | — | −1 |
| Q3 2025 | 4 | -1 | 496.68K | $12.65M | — | −1 |
| Q2 2025 | 3 | 0 | 27.19K | $689,298 | — | — |
| Q1 2025 | 1 | 0 | 20.01K | $505,802 | — | — |
| Q4 2024 | 1 | +1 | 13.35K | $335,644 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.36M | +3.4% | $59.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.36M | +3.4% | $59.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.36M | +3.4% | $59.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 1.75M | -14.0% | $44.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.04M | -3.7% | $26.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.04M | -3.7% | $26.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 985.40K | +1.8% | $25.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Us Bancorp \De\ | 693.83K | -2.9% | $17.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Us Bancorp \De\ | 693.83K | -2.9% | $17.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 560.54K | +52.3% | $14.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 492.70K | +2.4% | $12.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 392.27K | -32.9% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 392.27K | -32.9% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 375.78K | +6.5% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 201.08K | +731.5% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 199.88K | -26.1% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 169.75K | -7.4% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 151.35K | -6.5% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 151.35K | -6.5% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 132.84K | +5.5% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 114.10K | +6.6% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 89.51K | +26.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 85.89K | +150.3% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Focus Partners Wealth | 83.28K | +14.1% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 83.02K | +2.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 83.02K | +2.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 82.75K | +16.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 58.48K | +65.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 40.43K | -3.4% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 35.00K | 0.0% | $890,400 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Creative Planning | 32.07K | +63.2% | $815,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 21.95K | -10.5% | $558,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 21.23K | 0.0% | $540,012 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 20.23K | +2.5% | $514,549 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 14.27K | Nieuw | $362,902 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 12.88K | +9.6% | $327,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 10.59K | Nieuw | $269,282 | 0.0% | New | 1 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 9.21K | Nieuw | $234,302 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 5.23K | +91.6% | $132,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 322 | Nieuw | $8,185 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 247 | -56.9% | $6,282 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 150 | 0.0% | $3,816 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $362,902 | 0.0% |
| Citadel Advisors | $269,282 | 0.0% |
| Quantinno Capital Management… | $234,302 | 0.0% |
| JPMorgan Chase | $8,185 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.31M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 185 houders, 20.52M aandelen, $508.15M 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: Q1 2026 ·
Methodologie ·
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