Effectdossier · gearchiveerd kwartaal
IBTH
naam in afwachting van profielverwerking
43Gevolgde houders
+4Δ houders
27.27MGehouden aandelen
$611.75MGerapporteerde waarde
+4Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.3% ·
aandelenstroom +13.2% ·
netto nieuwe posities +9.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -2 | 27.58M | $616.97M | n/a | −3 |
| Q1 2026 | 43 | +4 | 27.27M | $611.75M | +4 | n/a |
| Q4 2025 | 39 | -2 | 24.10M | $541.46M | n/a | −2 |
| Q3 2025 | 6 | +2 | 3.74M | $84.33M | +2 | n/a |
| Q2 2025 | 2 | 0 | 332.76K | $7.48M | n/a | n/a |
| Q1 2025 | 1 | +1 | 225.29K | $5.05M | +1 | n/a |
| Q3 2024 | 1 | +1 | 58.73K | $1.33M | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 3.71M | +2.9% | $83.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 2.49M | -1.0% | $55.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Mercer Global Advisors Inc /Adv | 2.47M | +8.3% | $55.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.90M | +198.0% | $42.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 1.81M | +3.7% | $40.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.70M | +32.5% | $38.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 1.41M | -0.3% | $31.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 673.52K | +138.1% | $15.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 614.99K | +2.3% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Cwm, Llc | 562.33K | +3.8% | $12.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 536.68K | +18.4% | $12.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 391.51K | +47.0% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 374.08K | +15.8% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 342.24K | +0.6% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 290.61K | +6.1% | $6.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 274.90K | -5.8% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 224.75K | +23.6% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 196.10K | +2.7% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 189.21K | +1.9% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 159.53K | -42.6% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 135.77K | +2.0% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Sei Investments Co | 121.38K | Nieuw | $2.72M | 0.0% | New | 1 | SEC ↗ |
| 26 | Cerity Partners LLC | 73.74K | +229.7% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 70.13K | +36.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 52.10K | -34.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Lido Advisors, LLC | 51.68K | +23.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 51.10K | -16.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cibc World Market Inc. | 31.37K | +0.1% | $703,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 26.18K | Nieuw | $587,150 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | National Bank Of Canada /Fi/ | 23.94K | +2.1% | $537,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 22.06K | 0.0% | $494,806 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 14.54K | -54.5% | $326,155 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Fifth Third Bancorp | 11.50K | +1050.0% | $257,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 7.28K | +4.0% | $163,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 2.37K | 0.0% | $53,182 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 1.71K | +0.6% | $38,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 456 | 0.0% | $10,228 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 34 | Nieuw | $771 | 0.0% | New | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1 | Nieuw | $22 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 310 houders, 78.01M aandelen, $1.72B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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