IBTK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.1% ·
aandelenstroom +3.5% ·
netto nieuwe posities +2.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.15M | -15.6% | $61.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Mercer Global Advisors Inc /Adv | 2.86M | +7.9% | $55.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.03M | +10.7% | $39.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 1.38M | +9.5% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 1.35M | +77.1% | $26.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 1.06M | +49.5% | $20.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 709.15K | +3.2% | $13.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 665.37K | -3.9% | $13.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 496.61K | -0.8% | $9.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 483.01K | -19.2% | $9.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 426.45K | -47.5% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | LPL Financial LLC | 396.13K | +1.0% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 356.94K | +12.0% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 284.90K | +11.5% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 272.86K | +8.6% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 169.59K | +23.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 109.11K | +13.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 105.28K | +93.6% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 96.57K | -4.2% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 86.10K | -36.2% | $1.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 60.00K | +56.7% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 34.51K | -2.2% | $674,306 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 29.28K | +25.8% | $572,190 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Focus Partners Wealth | 29.08K | -29.9% | $568,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 27.35K | +5.1% | $534,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 25.78K | +66.0% | $503,800 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 25.77K | Nieuw | $503,585 | 0.0% | New | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 24.79K | +11.2% | $484,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 7.19K | +26.4% | $140,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 5.33K | +6.9% | $104,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 3.36K | 0.0% | $65,654 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 2.57K | -5.0% | $50,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 2.56K | +33.8% | $49,935 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Assetmark, Inc | 126 | Nieuw | $2,462 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 71 | 0.0% | $1,387 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Creative Planning | $503,585 | 0.0% |
| Assetmark, Inc | $2,462 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.08M | was 0.0% |
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.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.