IBMR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom +1.0% ·
netto nieuwe posities +3.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 2.09M | n/a | $53.22M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.35M | n/a | $34.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | HighTower Advisors, LLC | 745.81K | n/a | $18.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 391.32K | n/a | $9.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 384.86K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 298.55K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 238.00K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 194.63K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 163.60K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 136.58K | +66.7% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 107.08K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 101.04K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 73.01K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 66.34K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 64.12K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 53.09K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 38.49K | n/a | $978,772 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 32.20K | n/a | $818,973 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 32.02K | n/a | $814,205 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 29.68K | n/a | $754,738 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 23.25K | n/a | $591,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 19.74K | n/a | $502,064 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 15.06K | n/a | $382,950 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 12.74K | Nieuw | $323,876 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.60K | n/a | $40,586 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 151 | 0.0% | $3,840 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $323,876 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 13.76M aandelen, $340.06M 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.