IBTJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +21.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 21.48K | $456,240 | +1 | n/a |
| Q2 2026 | 34 | +1 | 19.94M | $431.73M | +2 | −2 |
| Q1 2026 | 35 | 0 | 20.76M | $453.50M | +2 | −2 |
| Q4 2025 | 35 | 0 | 17.34M | $380.58M | +1 | −1 |
| Q3 2025 | 6 | +1 | 668.21K | $14.67M | +1 | n/a |
| Q2 2025 | 3 | +1 | 286.60K | $6.28M | +1 | n/a |
| Q2 2024 | 1 | n/a | 28.32K | $605,092 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.40M | +818.2% | $74.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 2.19M | n/a | $48.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.02M | n/a | $44.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mercer Global Advisors Inc /Adv | 1.97M | n/a | $43.13M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.50M | n/a | $32.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 1.03M | n/a | $22.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 954.56K | n/a | $20.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 891.59K | n/a | $19.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 710.72K | n/a | $15.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 530.22K | n/a | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 302.45K | n/a | $6.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | BlackRock ✦ (passief) | 290.25K | +65.8% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 230.04K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 209.30K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 202.34K | n/a | $4.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Baird Financial Group, Inc. | 185.18K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 169.77K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 137.69K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 103.17K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 95.32K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 42.03K | Nieuw | $922,436 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 26.95K | +36.1% | $591,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 25.39K | n/a | $557,140 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 22.85K | n/a | $501,474 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 22.22K | n/a | $487,530 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 20.82K | n/a | $456,703 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 19.88K | n/a | $436,272 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 19.55K | n/a | $428,997 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 10.04K | n/a | $220,347 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 9.15K | n/a | $200,915 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Us Bancorp \De\ | 4.09K | n/a | $89,865 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 1.75K | n/a | $38,478 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 444 | 0.0% | $9,741 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 64 | n/a | $1,404 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1 | -95.0% | $22 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $922,436 | 0.0% |
Verlaten
| Citadel Advisors | $2.25M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 215 houders, 48.62M aandelen, $1.04B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.