Wertpapierdatensatz · archiviertes Quartal
IBTI
Name ausstehend – Profil wird eingelesen
44Erfasste Halter
+5Δ Inhaber
27.28MGehaltene Aktien
$607.77MGemeldeter Wert
+5Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.8% ·
Aktienfluss +15.5% ·
neue Nettopositionen +11.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.42M | +6.0% | $76.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.42M | -0.9% | $76.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.42M | -0.9% | $76.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.04M | +6.6% | $67.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.04M | +6.6% | $67.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.73M | +2.8% | $60.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.73M | +2.8% | $60.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.73M | +2.8% | $60.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 2.41M | +5.9% | $53.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.95M | +4.7% | $43.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.95M | +4.7% | $43.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.95M | +4.7% | $43.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 1.41M | +37.9% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 1.27M | +1299.0% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 1.04M | +22.1% | $23.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 940.68K | +25.6% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 940.68K | +25.6% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 940.68K | +25.6% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 802.85K | +65.8% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 802.85K | +65.8% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 750.30K | +6.3% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passiv) | 677.53K | +138.1% | $15.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 575.05K | -2.0% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 554.90K | -0.3% | $12.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 385.04K | +10.5% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 385.04K | +10.5% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 324.31K | +36.0% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 306.13K | +2.5% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 285.03K | +38.2% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 123.64K | -6.0% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 108.33K | +3.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 102.92K | -22.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 90.17K | +2.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 83.22K | Neu | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 65.43K | -15.6% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 60.77K | +134.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 50.33K | +42.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mariner, LLC | 49.71K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 49.71K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 40.04K | -37.0% | $892,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Creative Planning | 39.04K | +56.1% | $869,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cibc World Market Inc. | 31.06K | +0.8% | $692,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 29.47K | -4.3% | $656,775 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Lido Advisors, LLC | 26.11K | +27.6% | $581,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 24.48K | +3.8% | $545,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 19.91K | Neu | $443,588 | 0.0% | New | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 19.36K | 0.0% | $431,510 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 18.14K | Neu | $404,303 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 4.92K | Neu | $109,521 | 0.0% | New | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 3.05K | 0.0% | $67,963 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 3.05K | 0.0% | $67,963 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.73K | +0.6% | $38,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 1.11K | -0.4% | $24,733 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 63 | 0.0% | $1,404 | 0.0% | Held | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 7 | Neu | $156 | 0.0% | New | 1 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 7 | 0.0% | $156 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $1.85M | 0.0% |
| Jane Street Group, Llc | $443,588 | 0.0% |
| Quantinno Capital Management… | $404,303 | 0.0% |
| Fifth Third Bancorp | $109,521 | 0.0% |
| JPMorgan Chase | $156 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 249 Inhaber, 61.20M Anteile, $1.34B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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