IBTO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +18.5% ·
netto nieuwe posities -3.8%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +1 | 4.48M | $108.07M | +2 | −1 |
| Q1 2026 | 26 | -1 | 4.25M | $103.68M | +3 | −4 |
| Q4 2025 | 27 | 0 | 3.59M | $88.10M | — | — |
| Q3 2025 | 3 | +1 | 961.14K | $23.69M | +1 | — |
| Q2 2025 | 1 | +1 | 30.53K | $748,339 | +1 | — |
| Q4 2024 | 1 | 0 | 25.89K | $611,733 | — | — |
| Q3 2024 | 1 | +1 | 16.11K | $404,380 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 988.80K | +7.1% | $24.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 988.80K | +7.1% | $24.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 603.29K | +45.8% | $14.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 403.31K | +1.9% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 339.19K | +153.4% | $8.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 323.43K | +5.2% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 323.43K | +5.2% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 267.45K | +7.3% | $6.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 178.42K | +4.6% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 156.33K | +16.4% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 136.25K | +66.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 136.25K | +66.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 136.12K | +9.4% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 135.38K | +25.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 135.38K | +25.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 127.17K | 0.0% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 97.58K | Nieuw | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 92.91K | +1.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 92.91K | +1.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 50.21K | 0.0% | $1.22M | 0.0% | Held | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 46.00K | +4.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 34.83K | 0.0% | $849,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 26.97K | +5.0% | $657,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 23.77K | +0.7% | $579,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 23.19K | Nieuw | $565,551 | 0.0% | New | 1 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 18.98K | -15.1% | $462,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 17.83K | -5.7% | $434,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 13.58K | +2.7% | $331,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 5.10K | -19.1% | $124,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 3.65K | Nieuw | $88,998 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.37K | +0.7% | $33,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Sei Investments Co | $2.38M | 0.0% |
| Susquehanna International… | $565,551 | 0.0% |
| Fifth Third Bancorp | $88,998 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.21M | was 0.0% |
| Citadel Advisors | $708,436 | was 0.0% |
| National Bank Of Canada /Fi/ | $196,853 | was 0.0% |
| Bank Of Montreal /Can/ | $11,401 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 13.19M aandelen, $318.25M 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.