Effectdossier
IBTM
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
5.56MGehouden aandelen
$126.17MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 976.16K | -2.0% | $22.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 885.35K | +4.3% | $20.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 885.35K | +4.3% | $20.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 532.80K | +1.1% | $12.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 532.80K | +1.1% | $12.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 449.65K | +20.3% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 394.28K | +11.8% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 362.73K | +3.3% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 362.73K | +3.3% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 328.09K | +16.0% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 300.78K | +7.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 220.62K | +10.8% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 203.43K | +8.2% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 203.43K | +8.2% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 183.32K | +26.2% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 183.32K | +26.2% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 183.32K | +26.2% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 169.36K | -7.3% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 121.45K | +45.4% | $2.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Stifel Financial Corp | 119.25K | -7.0% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 119.25K | -7.0% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 66.53K | -15.2% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 35.97K | +0.1% | $816,381 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 30.15K | +34.2% | $684,254 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 29.54K | +0.1% | $670,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 27.23K | +2.1% | $617,894 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 26.23K | +38.4% | $595,290 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Jane Street Group, Llc | 23.19K | -55.7% | $526,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 22.69K | +20.9% | $514,917 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 16.39K | +20.5% | $371,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 14.10K | -1.9% | $319,954 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Lido Advisors, LLC | 11.72K | +16.9% | $266,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.78K | +0.2% | $63,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.75K | Nieuw | $62,411 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.63K | +51.0% | $59,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 555 | Nieuw | $12,596 | 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
| Fidelity (FMR) | $62,411 | 0.0% |
| Bank Of Montreal /Can/ | $12,596 | 0.0% |
Verlaten
| Citadel Advisors | $4.42M | was 0.0% |
| Hrt Financial Lp | $202,000 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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