IBMQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.1% ·
aandelenstroom +4.0% ·
netto nieuwe posities +2.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 2.06M | +0.4% | $52.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Us Bancorp \De\ | 729.69K | +0.9% | $18.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 550.67K | -1.5% | $14.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 543.69K | +2.5% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 445.12K | +4.6% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 436.91K | +10.2% | $11.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 301.33K | +0.9% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 272.28K | +2.2% | $6.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 266.89K | +47.1% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 184.15K | -1.5% | $4.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 175.78K | -21.6% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 127.20K | +0.3% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 126.84K | +28.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 118.32K | +25.4% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 87.59K | +3.9% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 87.42K | -1.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 82.61K | Nieuw | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 63.02K | -16.0% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 50.03K | +115.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mariner, LLC | 46.36K | +2.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 43.13K | -0.2% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 42.79K | -0.1% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 35.00K | 0.0% | $895,300 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 30.23K | +10.3% | $773,232 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 29.80K | Nieuw | $762,182 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 27.30K | +50.9% | $698,061 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 24.23K | -21.4% | $619,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 18.90K | -79.4% | $483,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 16.91K | -21.2% | $432,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 13.53K | 0.0% | $346,174 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 11.92K | -48.1% | $304,862 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 6.38K | +385.8% | $163,152 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.57K | +3.8% | $40,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | BlackRock ✦ (passief) | 590 | +293.3% | $15,092 | 0.0% | ▲ Add | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mml Investors Services, Llc | $2.11M | 0.0% |
| Goldman Sachs Group | $762,182 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $20.57M | 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.