IBTM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.3% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 5.26M | $119.34M | +2 | −3 |
| Q1 2026 | 30 | +6 | 5.52M | $126.56M | +6 | — |
| Q4 2025 | 24 | 0 | 5.00M | $115.43M | — | — |
| Q3 2025 | 4 | +1 | 963.46K | $22.28M | +1 | — |
| Q2 2025 | 1 | +1 | 90.22K | $2.08M | +1 | — |
| Q4 2024 | 1 | 0 | 42.91K | $952,558 | — | — |
| Q3 2024 | 1 | 0 | 74.36K | $1.75M | — | — |
| Q2 2024 | 1 | — | 34.15K | $766,371 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 955.16K | — | $22.04M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 826.45K | -0.2% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 491.95K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 378.36K | — | $8.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 358.66K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 327.13K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 268.20K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 197.61K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 189.25K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Mercer Global Advisors Inc /Adv | 186.17K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 168.96K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 143.16K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 103.78K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 98.61K | +203.2% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 83.53K | 0.0% | $1.93M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 52.25K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 33.98K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 29.41K | — | $678,639 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 25.97K | — | $599,189 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 20.23K | — | $466,728 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 19.18K | — | $442,625 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 18.95K | 0.0% | $437,317 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 15.83K | — | $365,307 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 9.70K | — | $223,886 | 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): 114 houders, 14.97M aandelen, $319.57M 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.