IBTH
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -4.9% ·
flux d'actions +0.8% ·
nouvelles positions nettes -5.1%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.60M | +2.7% | $80.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 2.52M | — | $56.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mercer Global Advisors Inc /Adv | 2.28M | — | $51.18M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.75M | — | $39.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Focus Partners Wealth | 1.41M | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.28M | — | $28.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 638.02K | — | $14.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 601.40K | — | $13.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 541.95K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 453.18K | — | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 340.20K | — | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 323.08K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 291.95K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passif) | 282.89K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 277.75K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 273.88K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 266.27K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 190.91K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 185.75K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 181.79K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 133.15K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 78.98K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 61.45K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 51.40K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 41.98K | — | $945,387 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 31.97K | +253.2% | $718,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Cibc World Market Inc. | 31.32K | — | $703,850 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | National Bank Of Canada /Fi/ | 23.45K | — | $527,034 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 22.37K | — | $502,654 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 22.06K | +6.9% | $495,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 7.00K | — | $157,309 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 2.37K | — | $53,276 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Bank Of Montreal /Can/ | 1.70K | — | $38,258 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.00K | — | $22,470 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Franklin Resources Inc | 456 | — | $10,246 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Goldman Sachs Group | $745,457 | était 0.0% |
| Fidelity (FMR) | $44,016 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 310 détenteurs, 78.01M actions, $1.72B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.