Fiche du titre · trimestre archivé
IBTH
nom en attente d'intégration au profil
43Détenteurs suivis
+4Δ détenteurs
27.27MActions détenues
$611.75MValeur déclarée
+4Nouvelles positions
−0Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +10.3% ·
flux d'actions +13.2% ·
nouvelles positions nettes +9.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -2 | 27.75M | $620.68M | — | −2 |
| Q1 2026 | 43 | +4 | 27.27M | $611.75M | +4 | — |
| Q4 2025 | 39 | -2 | 24.10M | $541.46M | — | −2 |
| Q3 2025 | 6 | +2 | 3.74M | $84.33M | +2 | — |
| Q2 2025 | 2 | 0 | 332.76K | $7.48M | — | — |
| Q1 2025 | 1 | +1 | 225.29K | $5.05M | +1 | — |
| Q3 2024 | 1 | +1 | 58.73K | $1.33M | +1 | — |
Qui le détient · Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.71M | +2.9% | $83.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.71M | +2.9% | $83.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.49M | -1.0% | $55.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.49M | -1.0% | $55.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 2.47M | +8.3% | $55.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 1.90M | +198.0% | $42.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 1.81M | +3.7% | $40.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 1.70M | +32.5% | $38.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 1.41M | -0.3% | $31.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 673.52K | +138.1% | $15.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 614.99K | +2.3% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 614.99K | +2.3% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 562.33K | +3.8% | $12.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 536.68K | +18.4% | $12.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 391.51K | +47.0% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 374.08K | +15.8% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 342.24K | +0.6% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 290.61K | +6.1% | $6.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 274.90K | -5.8% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 274.90K | -5.8% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 224.75K | +23.6% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 196.10K | +2.7% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 189.21K | +1.9% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 159.53K | -42.6% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 135.77K | +2.0% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Sei Investments Co | 121.38K | Nouveau | $2.72M | 0.0% | New | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 73.74K | +229.7% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 70.13K | +36.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 52.10K | -34.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mariner, LLC | 52.10K | -34.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 51.68K | +23.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 51.68K | +23.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 51.10K | -16.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cibc World Market Inc. | 31.37K | +0.1% | $703,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 26.18K | Nouveau | $587,150 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 23.94K | +2.1% | $537,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 22.06K | 0.0% | $494,806 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 14.54K | -54.5% | $326,155 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Fifth Third Bancorp | 11.50K | +1050.0% | $257,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 7.28K | +4.0% | $163,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Us Bancorp \De\ | 2.37K | 0.0% | $53,182 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 2.37K | 0.0% | $53,182 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.71K | +0.6% | $38,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 456 | 0.0% | $10,228 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 34 | Nouveau | $771 | 0.0% | New | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1 | Nouveau | $22 | 0.0% | New | 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
| Sei Investments Co | $2.72M | 0.0% |
| Jane Street Group, Llc | $587,150 | 0.0% |
| Fidelity (FMR) | $771 | 0.0% |
| JPMorgan Chase | $22 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
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.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q1 2026 ·
Méthodologie ·
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