IBMT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.6% ·
aandelenstroom +30.0% ·
netto nieuwe posities +15.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 647.90K | +133.1% | $16.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 478.50K | +40.0% | $12.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Us Bancorp \De\ | 225.00K | +24.9% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 157.30K | +40.7% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Focus Partners Wealth | 100.86K | Nieuw | $2.60M | 0.0% | New | 1 | SEC ↗ |
| 6 | Assetmark, Inc | 82.70K | Nieuw | $2.13M | 0.0% | New | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 57.27K | 0.0% | $1.48M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 46.54K | +0.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 32.72K | +1191.4% | $844,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 30.66K | Nieuw | $790,925 | 0.0% | New | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 24.65K | +66.5% | $635,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 22.64K | +5.8% | $584,036 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 17.07K | +2.4% | $440,303 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 8.30K | -83.1% | $214,217 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 7.28K | +15.4% | $187,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.82K | +481.2% | $47,067 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.60K | 0.0% | $41,280 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 708 | Nieuw | $18,266 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 472 | Nieuw | $12,163 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 65 | 0.0% | $1,677 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Focus Partners Wealth | $2.60M | 0.0% |
| Assetmark, Inc | $2.13M | 0.0% |
| Goldman Sachs Group | $790,925 | 0.0% |
| Northwestern Mutual Wealth… | $18,266 | 0.0% |
| Jones Financial Companies Lllp | $12,163 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.10M | was 0.0% |
| Hrt Financial Lp | $340,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 2.41M aandelen, $61.49M 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.