IBMR
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +6.0% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.74M | +1.2% | $44.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.71M | +11.0% | $43.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.71M | +11.0% | $43.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.71M | +11.0% | $43.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 736.56K | +0.5% | $18.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 438.88K | +4.2% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 438.88K | +4.2% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Us Bancorp \De\ | 423.78K | +10.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Us Bancorp \De\ | 423.78K | +10.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Lido Advisors, LLC | 338.57K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 281.08K | +13.7% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 266.22K | +4.2% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 266.22K | +4.2% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 262.75K | +48.5% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 233.26K | +4.1% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 233.26K | +4.1% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 197.33K | +8.1% | $5.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Stifel Financial Corp | 171.14K | -0.6% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 133.27K | +49.4% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 113.28K | +0.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 113.28K | +0.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 95.51K | +8.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 88.29K | -2.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 82.84K | +0.2% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 75.86K | Nouveau | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 44.81K | +7.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 44.81K | +7.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 32.72K | -14.6% | $830,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 26.53K | Nouveau | $673,622 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 26.38K | -19.1% | $669,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 13.58K | Nouveau | $344,872 | 0.0% | New | 1 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 13.49K | -1.6% | $342,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 12.76K | +130.9% | $323,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 7.92K | -31.8% | $201,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.24K | +3186.8% | $107,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passif) | 151 | 0.0% | $3,834 | 0.0% | Held | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Mml Investors Services, Llc | $1.93M | 0.0% |
| Citadel Advisors | $673,622 | 0.0% |
| Captrust Financial Advisors | $344,872 | 0.0% |
Sorti(e)
| Jane Street Group, Llc | $1.92M | était 0.0% |
| Mariner, LLC | $816,397 | était 0.0% |
| JPMorgan Chase | $587,352 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 126 détenteurs, 13.76M actions, $340.06M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.