IBMR
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.0% ·
Aktienfluss +1.0% ·
neue Nettopositionen +3.8%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 7.57M | $192.16M | +3 | −3 |
| Q1 2026 | 29 | +3 | 7.17M | $181.76M | +4 | −1 |
| Q4 2025 | 26 | +1 | 6.66M | $169.47M | +1 | — |
| Q3 2025 | 2 | 0 | 82.08K | $2.10M | — | — |
| Q2 2025 | 1 | — | 151 | $3,810 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 2.09M | — | $53.22M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.35M | — | $34.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.35M | — | $34.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.35M | — | $34.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 745.81K | — | $18.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 391.32K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 391.32K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 384.86K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Us Bancorp \De\ | 384.86K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 298.55K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 238.00K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 238.00K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 194.63K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 163.60K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 136.58K | +66.7% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 107.08K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 101.04K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 73.01K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 73.01K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 66.34K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 64.12K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 53.09K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 38.49K | — | $978,772 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 38.49K | — | $978,772 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 32.20K | — | $818,973 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 32.02K | — | $814,205 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 29.68K | — | $754,738 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 23.25K | — | $591,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 19.74K | — | $502,064 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 15.06K | — | $382,950 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 12.74K | Neu | $323,876 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 1.60K | — | $40,586 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passiv) | 151 | 0.0% | $3,840 | 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
| Goldman Sachs Group | $323,876 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 13.76M Anteile, $340.06M 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.