IBND
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -3.7% ·
aliran saham -5.7% ·
posisi baru bersih -3.8%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Goldman Sachs Group | $1.28M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 125 pemegang, 9.74M saham, $293.25M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.