IBTQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +15.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 9.75K | $230,828 | +1 | n/a |
| Q2 2026 | 19 | +2 | 2.29M | $57.57M | +4 | −3 |
| Q1 2026 | 19 | +3 | 1.24M | $31.40M | +5 | −2 |
| Q4 2025 | 16 | +1 | 263.76K | $6.72M | +1 | n/a |
| Q3 2025 | 2 | +1 | 94.92K | $2.42M | +1 | n/a |
| Q2 2025 | 1 | -1 | 50.00K | $1.26M | n/a | −1 |
| Q1 2025 | 1 | +1 | 49.23K | $1.24M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 277.02K | +2089.4% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 235.69K | +9215.6% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 174.26K | Nieuw | $4.42M | 0.0% | New | 1 | SEC ↗ |
| 4 | UBS Group AG | 134.63K | +949.8% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 119.59K | +225.3% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 92.08K | Nieuw | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 43.32K | +12.8% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 35.10K | Nieuw | $888,182 | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 28.64K | +179.8% | $724,746 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 17.80K | Nieuw | $450,531 | 0.0% | New | 1 | SEC ↗ |
| 11 | Cwm, Llc | 16.10K | 0.0% | $407,439 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 13.71K | +9.6% | $346,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 12.84K | +48.5% | $324,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 12.69K | -1.6% | $321,103 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 10.56K | -2.8% | $267,306 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 8.33K | +15.9% | $210,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 5.09K | +6.1% | $129,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 2.76K | Nieuw | $69,863 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 29 | 0.0% | $734 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Ameriprise Financial Inc | $4.42M | 0.0% |
| Envestnet Asset Management Inc | $2.33M | 0.0% |
| Cetera Investment Advisers | $888,182 | 0.0% |
| Susquehanna International… | $450,531 | 0.0% |
| Fifth Third Bancorp | $69,863 | 0.0% |
Verlaten
| BlackRock | $1.27M | was 0.0% |
| Jane Street Group, Llc | $695,808 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 3.82M aandelen, $96.24M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.