IBMR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom +7.6% ·
netto nieuwe posities +10.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.72M | -17.8% | $43.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.54M | +14.0% | $38.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.54M | +14.0% | $38.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.54M | +14.0% | $38.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 732.95K | -1.7% | $18.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 421.35K | +7.7% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 421.35K | +7.7% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Us Bancorp \De\ | 383.64K | -0.3% | $9.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Us Bancorp \De\ | 383.64K | -0.3% | $9.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 347.34K | +224.4% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 255.40K | +7.3% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 255.40K | +7.3% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 247.22K | +27.0% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 224.13K | -24.9% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 224.13K | -24.9% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 182.63K | +33.7% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 176.99K | Nieuw | $4.49M | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 172.24K | +5.3% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 112.33K | +53.9% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 112.33K | +53.9% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 90.37K | +70.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 89.22K | +34.5% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 88.22K | -12.7% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 82.65K | +158.1% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 75.77K | +18.2% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 41.52K | +7.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 41.52K | +7.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 38.33K | +29.1% | $971,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Creative Planning | 32.63K | +65.3% | $827,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 32.20K | 0.0% | $816,397 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 31.04K | +33.5% | $786,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 23.19K | Nieuw | $587,352 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 23.19K | Nieuw | $587,352 | 0.0% | New | 1 | SEC ↗ |
| 34 | Financial Engines Advisors L.L.C. | 13.71K | -8.9% | $347,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 11.62K | Nieuw | $294,466 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 5.53K | +246.4% | $139,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 151 | 0.0% | $3,828 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 129 | Nieuw | $3,270 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Envestnet Asset Management Inc | $4.49M | 0.0% |
| JPMorgan Chase | $587,352 | 0.0% |
| JPMorgan Chase | $587,352 | 0.0% |
| Quantinno Capital Management… | $294,466 | 0.0% |
| Fidelity (FMR) | $3,270 | 0.0% |
Verlaten
| Goldman Sachs Group | $323,876 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.