IBMQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.1% ·
aandelenstroom -8.7% ·
netto nieuwe posities +5.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.40M | +5.5% | $61.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 2.06M | -47.3% | $52.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 805.55K | +5.0% | $20.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Us Bancorp \De\ | 723.00K | -6.3% | $18.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Lido Advisors, LLC | 559.02K | +153.3% | $14.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 530.44K | -0.5% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 425.66K | +44.5% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 396.43K | +12.1% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 298.68K | +2.0% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 266.53K | -39.2% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 224.33K | +5.0% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 186.97K | +20.3% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 181.49K | Nieuw | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 126.77K | +0.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 99.02K | +3.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 94.37K | +48.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 91.87K | Nieuw | $2.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 88.36K | +138.3% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 84.31K | -19.5% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 75.00K | +15.7% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 72.55K | -5.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 45.08K | 0.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Quantinno Capital Management LP | 43.22K | +4.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Financial Engines Advisors L.L.C. | 42.84K | -3.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 35.00K | 0.0% | $893,550 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Creative Planning | 30.81K | +74.7% | $786,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 27.41K | +29.4% | $699,769 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Captrust Financial Advisors | 23.17K | +11.0% | $591,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 22.98K | +53.1% | $586,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 21.48K | +11.7% | $548,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 18.09K | +46.3% | $461,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 13.53K | Nieuw | $345,497 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.51K | +0.1% | $38,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.31K | -33.1% | $33,526 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | BlackRock ✦ (passief) | 150 | 0.0% | $3,830 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Envestnet Asset Management Inc | $4.63M | 0.0% |
| JPMorgan Chase | $2.34M | 0.0% |
| Fifth Third Bancorp | $345,497 | 0.0% |
Verlaten
| Goldman Sachs Group | $213,756 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 184 houders, 20.58M aandelen, $510.35M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.