IBND
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +10.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 367.73K | +46.0% | $11.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 361.62K | +75.3% | $11.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 354.25K | +18.3% | $11.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 315.85K | Nieuw | $9.82M | 0.0% | New | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 215.20K | +5.7% | $6.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Royal Bank Of Canada | 181.54K | +52.4% | $5.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Wells Fargo & Company/Mn | 152.97K | +7.2% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 143.69K | +54.6% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 121.27K | +32.0% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Hrt Financial Lp | 113.86K | Nieuw | $3.54M | 0.0% | New | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 63.58K | Nieuw | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 57.44K | +99.2% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 46.19K | +40.2% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 34.71K | -4.7% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 28.89K | Nieuw | $897,777 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 25.04K | Nieuw | $778,306 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 23.83K | +1.5% | $740,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 22.72K | -6.3% | $706,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Julius Baer & Co. Ltd, Zurich | 22.41K | -14.8% | $696,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Nomura Asset Management Co Ltd | 22.35K | 0.0% | $694,669 | 0.0% | Held | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 19.89K | +12.4% | $609,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 19.52K | -72.6% | $606,821 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 17.49K | +4.6% | $543,620 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Cetera Investment Advisers | 15.68K | +33.8% | $487,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 13.82K | +1721.5% | $429,672 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 6.52K | +0.5% | $202,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.24K | -26.0% | $38,556 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Fifth Third Bancorp | 850 | Nieuw | $26,418 | 0.0% | New | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 460 | 0.0% | $14,278 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $9.82M | 0.0% |
| Hrt Financial Lp | $3.54M | 0.0% |
| HighTower Advisors, LLC | $1.98M | 0.0% |
| Goldman Sachs Group | $897,777 | 0.0% |
| Cerity Partners LLC | $778,306 | 0.0% |
| Fifth Third Bancorp | $26,418 | 0.0% |
Verlaten
| First Trust Advisors Lp | $1.71M | was 0.0% |
| Citigroup Inc | $9,408 | was 0.0% |
| Assetmark, Inc | $6,261 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 9.74M aandelen, $293.25M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.