IBTL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.8% ·
aandelenstroom +18.0% ·
netto nieuwe posities +12.9%
— 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 | 2.54M | -14.0% | $51.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passief) | 1.31M | Nieuw | $26.40M | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 913.63K | +15.8% | $18.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 892.70K | +4.1% | $18.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 730.85K | +1.9% | $14.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 655.98K | +0.5% | $13.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 484.81K | +108.2% | $9.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 445.25K | +21.3% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 399.03K | +11.5% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 253.35K | -13.6% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | UBS Group AG | 224.31K | +6.4% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 169.61K | +53.6% | $3.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Stifel Financial Corp | 158.39K | -2.0% | $3.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 127.24K | +4.9% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 92.60K | -4.0% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 82.94K | +3.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 58.45K | +1.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 58.43K | -25.6% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 45.66K | +44.5% | $921,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 32.47K | -2.3% | $655,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 31.63K | -7.5% | $638,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 29.64K | +25.4% | $598,371 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 28.39K | Nieuw | $573,154 | 0.0% | New | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 25.37K | +41.5% | $512,228 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 18.11K | +24.1% | $365,610 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 11.89K | +19.5% | $239,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 11.07K | Nieuw | $223,503 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 5.23K | 0.0% | $105,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.72K | +41.0% | $34,727 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 620 | Nieuw | $12,518 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 96 | Nieuw | $1,938 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| BlackRock | $26.40M | 0.0% |
| Citadel Advisors | $573,154 | 0.0% |
| Mariner, LLC | $223,503 | 0.0% |
| Bank Of Montreal /Can/ | $12,518 | 0.0% |
| Assetmark, Inc | $1,938 | 0.0% |
Verlaten
| Susquehanna International… | $570,414 | 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.