IBTO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom +6.2% ·
netto nieuwe posities +3.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 ✦ | 1.05M | +6.5% | $25.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | +6.5% | $25.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 655.02K | +8.6% | $15.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 414.31K | +2.7% | $10.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 357.21K | +5.3% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 327.22K | +1.2% | $7.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 327.22K | +1.2% | $7.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 318.51K | +19.1% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 179.53K | +0.6% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 168.49K | +7.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 156.45K | +14.9% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 155.16K | +13.9% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 155.16K | +13.9% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 134.23K | +5.5% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 134.23K | +5.5% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 134.23K | +5.5% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 124.67K | -7.9% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 124.67K | -7.9% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Sei Investments Co | 97.58K | 0.0% | $2.35M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 90.89K | -2.2% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 90.89K | -2.2% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | LPL Financial LLC | 50.88K | +10.6% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 50.21K | 0.0% | $1.21M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 38.32K | Nieuw | $924,795 | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 27.39K | +1.6% | $661,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 19.43K | +2.4% | $468,756 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 17.83K | 0.0% | $430,170 | 0.0% | Held | 4 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 16.86K | +24.2% | $406,907 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 15.22K | -36.0% | $367,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 4.95K | -3.0% | $119,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 3.66K | +0.4% | $88,370 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 1.38K | +1.1% | $33,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 214 | Nieuw | $5,164 | 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
| Jane Street Group, Llc | $924,795 | 0.0% |
| Assetmark, Inc | $5,164 | 0.0% |
Verlaten
| Susquehanna International… | $565,551 | 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.