IBND
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.7% ·
Aktienfluss -5.7% ·
neue Nettopositionen -3.8%
· Formel
Breite Distribution: sinkende Aktienanzahl und weniger Inhaber
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 2.13M | $66.48M | +1 | −4 |
| Q1 2026 | 29 | +3 | 2.77M | $86.09M | +6 | −3 |
| Q4 2025 | 26 | -1 | 1.78M | $57.26M | n/a | −1 |
| Q3 2025 | 5 | -1 | 536.36K | $17.32M | n/a | −1 |
| Q2 2025 | 3 | 0 | 228.12K | $7.43M | n/a | n/a |
| Q1 2025 | 2 | -1 | 230.30K | $6.79M | n/a | −1 |
| Q4 2024 | 3 | +1 | 241.87K | $6.86M | +1 | n/a |
| Q3 2024 | 1 | 0 | 46.20K | $1.41M | n/a | n/a |
| Q2 2024 | 1 | n/a | 58.30K | $1.67M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 299.48K | n/a | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 251.90K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 206.32K | -24.1% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passiv) | 203.65K | +7.2% | $6.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 142.70K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 119.14K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 92.92K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 91.87K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 71.18K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | First Trust Advisors Lp | 53.37K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 36.41K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 32.94K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 28.84K | n/a | $926,041 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Julius Baer & Co. Ltd, Zurich | 26.30K | n/a | $844,338 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 24.25K | n/a | $778,507 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 23.49K | n/a | $754,200 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Nomura Asset Management Co Ltd | 22.35K | n/a | $717,691 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 17.69K | -49.2% | $567,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 16.72K | n/a | $536,763 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 11.72K | n/a | $376,342 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 6.49K | n/a | $208,463 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.68K | +996.7% | $53,877 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 759 | n/a | $24,371 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 460 | n/a | $14,761 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 293 | n/a | $9,408 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 195 | n/a | $6,261 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $1.28M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 125 Inhaber, 9.74M Anteile, $293.25M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.