IBND
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.9% ·
aandelenstroom -17.1% ·
netto nieuwe posities -7.4%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -2 | 2.30M | $71.60M | +1 | −3 |
| Q1 2026 | 29 | +3 | 2.77M | $86.09M | +6 | −3 |
| Q4 2025 | 26 | -1 | 1.78M | $57.26M | — | −1 |
| Q3 2025 | 5 | -1 | 536.36K | $17.32M | — | −1 |
| Q2 2025 | 3 | 0 | 228.12K | $7.43M | — | — |
| Q1 2025 | 2 | -1 | 230.30K | $6.79M | — | −1 |
| Q4 2024 | 3 | +1 | 241.87K | $6.86M | +1 | — |
| Q3 2024 | 1 | 0 | 46.20K | $1.41M | — | — |
| Q2 2024 | 1 | — | 58.30K | $1.67M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 351.95K | -0.7% | $10.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 305.10K | -15.6% | $9.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 305.10K | -15.6% | $9.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 274.15K | -25.4% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 274.15K | -25.4% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passief) | 238.69K | +10.9% | $7.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 173.12K | +13.2% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 173.12K | +13.2% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 164.17K | +158.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 137.73K | -24.1% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 137.73K | -24.1% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 137.73K | -24.1% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 120.05K | -1.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 92.58K | +61.2% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 84.21K | -41.4% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 43.08K | +120.6% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 43.08K | +120.6% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 39.24K | +56.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 35.39K | -88.8% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 34.92K | -24.4% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 34.92K | -24.4% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 32.22K | -71.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 26.59K | +92.3% | $829,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Julius Baer & Co. Ltd, Zurich | 26.13K | +16.6% | $815,810 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 23.83K | 0.0% | $743,144 | 0.0% | Held | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 22.13K | +11.3% | $691,023 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 21.07K | -27.1% | $657,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 17.49K | 0.0% | $545,369 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 17.49K | 0.0% | $545,369 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.82K | -63.1% | $399,777 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 12.40K | -20.9% | $386,735 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.93K | Nieuw | $122,537 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.25K | +81.1% | $70,059 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Fifth Third Bancorp | 850 | 0.0% | $26,503 | 0.0% | Held | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 458 | -0.4% | $14,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Us Bancorp \De\ | $122,537 | 0.0% |
Verlaten
| Baird Financial Group, Inc. | $706,231 | was 0.0% |
| Nomura Asset Management Co Ltd | $694,669 | was 0.0% |
| Stifel Financial Corp | $202,765 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.