IBTP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +9.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 566.03K | +7.6% | $14.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 422.54K | +22.0% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Commonwealth Equity Services, Llc | 193.46K | +11.8% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 177.62K | Nieuw | $4.55M | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 152.95K | -2.7% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 132.80K | +977.1% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 130.22K | +7.7% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 103.63K | +0.3% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 99.39K | Nieuw | $2.55M | 0.0% | New | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 74.99K | +152.7% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 58.25K | +3.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 41.63K | +7.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 40.66K | +41.1% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cwm, Llc | 38.82K | 0.0% | $994,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 34.47K | -4.5% | $883,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 31.82K | -5.1% | $815,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 22.09K | +159.6% | $566,193 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 22.01K | +31.5% | $564,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 15.65K | -7.8% | $401,162 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 10.35K | +4.6% | $265,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 2.73K | Nieuw | $69,893 | 0.0% | New | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.84K | 0.0% | $47,133 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Ameriprise Financial Inc | $4.55M | 0.0% |
| Envestnet Asset Management Inc | $2.55M | 0.0% |
| Fifth Third Bancorp | $69,893 | 0.0% |
Verlaten
| Susquehanna International… | $707,516 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 55 houders, 7.39M aandelen, $189.02M 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.