IBMR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +6.6% · netto nieuwe posities -3.7% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Wells Fargo & Company/Mn | 438.88K | +4.2% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Us Bancorp \De\ | 423.78K | +10.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Lido Advisors, LLC | 338.57K | -2.5% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 281.08K | +13.7% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 266.22K | +4.2% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 262.75K | +48.5% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 233.26K | +4.1% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 197.33K | +8.1% | $5.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Stifel Financial Corp | 171.14K | -0.6% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 133.27K | +49.4% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 113.28K | +0.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 95.51K | +8.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 88.29K | -2.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 82.84K | +0.2% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 75.86K | Nieuw | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 44.81K | +7.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 32.72K | -14.6% | $830,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 26.53K | Nieuw | $673,622 | 0.0% | New | 1 | SEC ↗ |
| 21 | Creative Planning | 26.38K | -19.1% | $669,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 13.58K | Nieuw | $344,872 | 0.0% | New | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 13.49K | -1.6% | $342,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.76K | +130.9% | $323,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 7.92K | -31.8% | $201,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.24K | +3186.8% | $107,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 151 | 0.0% | $3,834 | 0.0% | Held | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mml Investors Services, Llc | $1.93M | 0.0% |
| Citadel Advisors | $673,622 | 0.0% |
| Captrust Financial Advisors | $344,872 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $18.58M | was 0.0% |
| Jane Street Group, Llc | $1.92M | was 0.0% |
| Mariner, LLC | $816,397 | was 0.0% |
| JPMorgan Chase | $587,352 | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.