IBMR
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +6.6% · neue Nettopositionen -3.7% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Neu | $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 | Neu | $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 | Neu | $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 ✦ (passiv) | 151 | 0.0% | $3,834 | 0.0% | Held | 5 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mml Investors Services, Llc | $1.93M | 0.0% |
| Citadel Advisors | $673,622 | 0.0% |
| Captrust Financial Advisors | $344,872 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $18.58M | war 0.0% |
| Jane Street Group, Llc | $1.92M | war 0.0% |
| Mariner, LLC | $816,397 | war 0.0% |
| JPMorgan Chase | $587,352 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 126 Inhaber, 13.76M Anteile, $340.06M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.