IMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +4.3% ·
netto nieuwe posities -13.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -1 | 885.11K | $26.95M | +1 | −3 |
| Q1 2026 | 17 | +8 | 871.07K | $25.29M | +8 | — |
| Q4 2025 | 9 | -1 | 218.10K | $6.51M | — | −1 |
| Q3 2025 | 1 | 0 | 16.04K | $464,915 | — | — |
| Q2 2025 | 1 | 0 | 7.95K | $224,126 | — | — |
| Q1 2025 | 1 | 0 | 11.82K | $312,692 | — | — |
| Q4 2024 | 1 | 0 | 8.83K | $221,954 | — | — |
| Q3 2024 | 1 | 0 | 12.77K | $344,806 | — | — |
| Q2 2024 | 1 | — | 12.63K | $324,593 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 259.72K | -4.1% | $7.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 102.10K | +4.2% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 74.99K | +39.1% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 70.34K | +0.2% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 69.81K | +5.9% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 60.58K | +15.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 54.00K | -3.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 50.51K | +87.4% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Cerity Partners LLC | 42.28K | +28.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 33.10K | +21.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 23.00K | 0.0% | $700,235 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 18.96K | +31.2% | $577,389 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 12.79K | +19.0% | $390,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 12.67K | -12.4% | $385,769 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 250 | Nieuw | $7,611 | 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
| Northwestern Mutual Wealth… | $7,611 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $660,656 | was 0.0% |
| Royal Bank Of Canada | $485,000 | was 0.0% |
| Citadel Advisors | $423,658 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 1.78M aandelen, $50.90M 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.