IBTL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom 0.0% ·
netto nieuwe posities -3.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.45M | — | $50.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 773.40K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 661.50K | -8.2% | $13.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 474.85K | — | $9.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 404.61K | — | $8.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 374.93K | — | $7.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 343.23K | — | $7.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 341.74K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 219.41K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 199.75K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 135.45K | +93.7% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 120.72K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 78.18K | -5.7% | $1.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Creative Planning | 76.22K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 66.16K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 59.43K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 57.18K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 56.55K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 45.95K | — | $943,170 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 28.08K | — | $576,257 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 24.77K | — | $508,302 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 23.64K | 0.0% | $485,149 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 19.38K | — | $397,748 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 17.70K | — | $363,376 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.22K | — | $25,041 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 659 | — | $13,526 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 517 | -50.0% | $10,611 | 0.0% | ▼ Trim | 2 | 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
| Fidelity (FMR) | $5,533 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 128 houders, 21.12M aandelen, $409.91M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.