Effectdossier · gearchiveerd kwartaal
IBTK
naam in afwachting van profielverwerking
34Gevolgde houders
0Δ houders
12.74MGehouden aandelen
$252.86MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.4% · netto nieuwe posities 0.0% — formule
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 | 36 | +2 | 16.93M | $330.81M | +2 | — |
| Q1 2026 | 35 | +1 | 17.20M | $339.13M | +2 | −1 |
| Q4 2025 | 34 | 0 | 12.74M | $252.86M | — | — |
| Q3 2025 | 5 | +1 | 442.43K | $8.79M | +1 | — |
| Q2 2025 | 2 | 0 | 244.88K | $4.86M | — | — |
| Q1 2025 | 1 | +1 | 64.46K | $1.27M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.15M | — | $62.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.15M | — | $62.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 1.81M | — | $35.90M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.71M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.71M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.71M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 786.60K | — | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 748.67K | — | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 731.85K | — | $14.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 731.85K | — | $14.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 731.85K | — | $14.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 586.58K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 448.61K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 448.61K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 448.61K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 320.68K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 304.17K | +149.6% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 304.17K | +149.6% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 278.81K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 264.51K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 249.81K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 232.86K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 196.73K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 157.41K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 141.58K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 112.25K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 96.56K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 70.45K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 57.19K | -37.3% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 44.87K | — | $890,703 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 42.82K | — | $849,758 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 41.23K | +227.1% | $818,249 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 30.88K | — | $612,708 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 29.19K | — | $579,315 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 25.65K | — | $509,024 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 23.28K | 0.0% | $462,051 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 19.81K | — | $393,227 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 15.18K | — | $301,190 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 4.05K | — | $80,312 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 3.36K | — | $66,679 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.94K | — | $38,532 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 71 | — | $1,409 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 172 houders, 34.96M aandelen, $675.91M 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 ·
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