IBMQ
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +0.5% · nouvelles positions nettes 0.0% · formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 16.99K | $426,845 | +1 | n/a |
| Q2 2026 | 35 | +2 | 9.61M | $245.76M | +2 | −1 |
| Q1 2026 | 35 | +2 | 10.11M | $258.17M | +3 | −1 |
| Q4 2025 | 33 | 0 | 11.07M | $283.16M | n/a | n/a |
| Q3 2025 | 5 | +1 | 405.41K | $10.39M | +1 | n/a |
| Q2 2025 | 2 | -1 | 2.19K | $55,725 | n/a | −1 |
| Q1 2025 | 1 | +1 | 22.22K | $561,919 | +1 | n/a |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 3.90M | n/a | $99.81M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.27M | n/a | $58.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 772.02K | n/a | $19.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 766.91K | n/a | $19.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 533.32K | n/a | $13.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 438.51K | +18.0% | $11.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 353.69K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 294.48K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 292.82K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lido Advisors, LLC | 220.66K | n/a | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 213.65K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 155.43K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 126.43K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 104.78K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 95.77K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 76.53K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 64.81K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 63.52K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 45.07K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Financial Engines Advisors L.L.C. | 44.20K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 41.35K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 37.08K | n/a | $948,298 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 35.00K | n/a | $895,125 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 21.18K | n/a | $541,809 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Captrust Financial Advisors | 20.88K | n/a | $534,002 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 19.23K | n/a | $491,794 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 17.64K | n/a | $451,015 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 15.01K | -32.8% | $383,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 12.37K | n/a | $316,363 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 8.36K | -1.2% | $213,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.96K | -30.0% | $50,228 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 1.51K | n/a | $38,647 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passif) | 150 | 0.0% | $3,836 | 0.0% | Held | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 184 détenteurs, 20.58M actions, $510.35M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.