IBMS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.2% ·
aandelenstroom +12.9% ·
netto nieuwe posities +15.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.75M | -6.4% | $45.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 356.71K | +30.6% | $9.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 305.41K | +13.0% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 291.09K | +28.3% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 200.52K | +20.8% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 167.10K | Nieuw | $4.32M | 0.0% | New | 1 | SEC ↗ |
| 7 | Lido Advisors, LLC | 124.60K | Nieuw | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 108.34K | +34.3% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 85.00K | +111.7% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 79.14K | +45.7% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 74.52K | +19.7% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 65.78K | -64.4% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 60.77K | +52.9% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 54.31K | +10.7% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 46.28K | +136.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 42.19K | +31.0% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 39.47K | +7.5% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 28.39K | +36.6% | $733,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 28.21K | +56.7% | $728,709 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 21.80K | +14.1% | $562,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 13.52K | -9.5% | $349,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 12.90K | Nieuw | $333,155 | 0.0% | New | 1 | SEC ↗ |
| 23 | Creative Planning | 12.23K | Nieuw | $315,875 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 9.69K | Nieuw | $249,879 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 2.24K | +9.3% | $57,807 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 151 | +135.9% | $3,900 | 0.0% | ▲ Add | 4 | 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 | $4.32M | 0.0% |
| Lido Advisors, LLC | $3.22M | 0.0% |
| Citadel Advisors | $333,155 | 0.0% |
| Creative Planning | $315,875 | 0.0% |
| JPMorgan Chase | $249,879 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.14M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 101 houders, 8.52M aandelen, $218.76M 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.