IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.8% · netto nieuwe posities -2.5% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.37M | +0.8% | $132.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 474.11K | +6.4% | $45.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 242.80K | +0.8% | $23.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 203.54K | -3.7% | $19.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 183.05K | +4.2% | $17.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 153.51K | +2.8% | $14.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Mml Investors Services, Llc | 119.63K | +21.9% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Envestnet Asset Management Inc | 81.96K | +1.1% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 73.52K | +1.2% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 55.61K | +7.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 43.76K | -1.1% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 30.40K | +880.8% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 26.83K | -1.2% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 26.40K | +35.8% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Cerity Partners LLC | 23.77K | -4.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 22.41K | -0.7% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 16.74K | +5.8% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 9.78K | -1.6% | $944,164 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Creative Planning | 6.53K | +56.4% | $630,466 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 6.25K | -1.9% | $603,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mariner, LLC | 5.44K | -1.8% | $525,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 5.39K | 0.0% | $520,845 | 0.0% | Held | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 5.11K | Nieuw | $493,277 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citigroup Inc | 4.23K | +2.4% | $408,352 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 3.38K | +7.4% | $326,742 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 3.36K | -49.1% | $324,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 2.34K | -32.5% | $225,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.61K | +0.2% | $155,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 677 | +0.1% | $65,379 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | UBS AM, a distinct business unit of… | 520 | 0.0% | $50,211 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 452 | -3.2% | $43,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 426 | 0.0% | $41,135 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 390 | 0.0% | $37,658 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 7 | -98.2% | $604 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $493,277 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $160.81M | was 0.2% |
| Hrt Financial Lp | $571,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 191 houders, 12.13M aandelen, $996.73M 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.