Effectdossier · gearchiveerd kwartaal
IBTI
naam in afwachting van profielverwerking
39Gevolgde houders
-1Δ houders
23.60MGehouden aandelen
$527.93MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.5% ·
aandelenstroom +0.1% ·
netto nieuwe posities -2.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -4 | 26.21M | $580.21M | — | −4 |
| Q1 2026 | 44 | +5 | 27.28M | $607.77M | +5 | — |
| Q4 2025 | 39 | -1 | 23.60M | $527.93M | — | −1 |
| Q3 2025 | 6 | +1 | 3.77M | $84.45M | +1 | — |
| Q2 2025 | 3 | 0 | 231.70K | $5.18M | — | — |
| Q1 2025 | 1 | +1 | 125.47K | $2.79M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.45M | +3.9% | $77.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.45M | +3.9% | $77.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.45M | +3.9% | $77.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 3.23M | — | $72.17M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.85M | — | $63.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.85M | — | $63.78M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.65M | — | $59.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.65M | — | $59.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 2.65M | — | $59.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 2.27M | — | $50.81M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.86M | — | $41.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.86M | — | $41.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.86M | — | $41.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 1.02M | — | $22.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 852.66K | — | $19.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 749.23K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 749.23K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 749.23K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 705.55K | — | $15.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 586.79K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 556.66K | — | $12.45M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 484.38K | — | $10.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 348.51K | — | $7.80M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 348.51K | — | $7.80M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 298.83K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 284.56K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 238.38K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 206.16K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 132.07K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 131.47K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 104.51K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 90.81K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 88.27K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 77.48K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 63.55K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 49.51K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 49.51K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 35.42K | -71.5% | $792,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cibc World Market Inc. | 30.82K | — | $689,555 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 30.78K | — | $688,487 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cerity Partners LLC | 25.90K | — | $579,298 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Creative Planning | 25.00K | — | $559,192 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 23.59K | — | $527,584 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 20.45K | — | $457,592 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 19.36K | 0.0% | $433,098 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 3.05K | — | $68,213 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 3.05K | — | $68,213 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 1.72K | — | $38,429 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.11K | -0.3% | $24,919 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 63 | — | $1,409 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 7 | — | $157 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $2.98M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 249 houders, 61.20M aandelen, $1.34B 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 verder het vaakst 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: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API