Effectdossier · gearchiveerd kwartaal
IBTM
naam in afwachting van profielverwerking
30Gevolgde houders
+6Δ houders
5.52MGehouden aandelen
$126.56MGerapporteerde waarde
+6Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +10.3% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 5.56M | $126.17M | +2 | −2 |
| 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 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 995.71K | +4.2% | $22.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 995.71K | +4.2% | $22.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 848.98K | +2.7% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 848.98K | +2.7% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 527.22K | +7.2% | $12.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 527.22K | +7.2% | $12.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 373.68K | +4.2% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 352.82K | Nieuw | $8.09M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 351.07K | +7.3% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 351.07K | +7.3% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 282.76K | -25.3% | $6.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 279.94K | +4.4% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 199.07K | +6.9% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 192.88K | +95.6% | $4.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 187.99K | -0.7% | $4.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 187.99K | -0.7% | $4.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 182.76K | +8.2% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 145.27K | +1.5% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 145.27K | +1.5% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 145.27K | +1.5% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 128.21K | +23.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 128.21K | +23.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 83.53K | 0.0% | $1.92M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 78.50K | -60.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 53.03K | +1.5% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 52.37K | Nieuw | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 35.95K | +5.8% | $824,361 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 29.52K | +0.4% | $676,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 26.66K | +2.7% | $611,279 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 22.47K | +17.1% | $515,177 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 18.95K | 0.0% | $434,577 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 18.77K | -7.2% | $430,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 14.36K | Nieuw | $329,372 | 0.0% | New | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 13.60K | -14.1% | $311,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 10.03K | +3.4% | $229,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Hrt Financial Lp | 8.83K | Nieuw | $202,000 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 2.77K | Nieuw | $63,632 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.75K | Nieuw | $40,014 | 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
| Envestnet Asset Management Inc | $8.09M | 0.0% |
| Jane Street Group, Llc | $1.20M | 0.0% |
| Susquehanna International… | $329,372 | 0.0% |
| Hrt Financial Lp | $202,000 | 0.0% |
| Fifth Third Bancorp | $63,632 | 0.0% |
| Us Bancorp \De\ | $40,014 | 0.0% |
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.
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: Q1 2026 ·
Methodologie ·
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