IBMR
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +11.5% ·
pay akışı +7.6% ·
net yeni pozisyonlar +10.3%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $587,352 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 23.19K | Yeni | $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 | Yeni | $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 ✦ (pasif) | 151 | 0.0% | $3,828 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 129 | Yeni | $3,270 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Goldman Sachs Group | $323,876 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 126 sahipler, 13.76M hisseler, $340.06M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.