Effectdossier · gearchiveerd kwartaal
IBTI
naam in afwachting van profielverwerking
44Gevolgde houders
+5Δ houders
27.28MGehouden aandelen
$607.77MGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.8% ·
aandelenstroom +15.5% ·
netto nieuwe posities +11.4%
— 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 | -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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passief) | 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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $404,303 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 4.92K | Nieuw | $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 | Nieuw | $156 | 0.0% | New | 1 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 7 | 0.0% | $156 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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: Q1 2026 ·
Methodologie ·
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