IMTB
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.17M | n/a | $51.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Wealth Enhancement Advisory… | 386.90K | n/a | $17.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 221.42K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 160.06K | n/a | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 115.19K | +1.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 107.72K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 90.85K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 85.52K | -41.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Jane Street Group, Llc | 66.66K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 43.04K | Nieuw | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 32.23K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 31.64K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Susquehanna International Group, Llp | 23.47K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 21.77K | n/a | $962,289 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 11.41K | n/a | $504,190 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 10.68K | n/a | $471,846 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 6.23K | n/a | $275,350 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 5.09K | n/a | $224,845 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Blair William & Co/Il | 1.87K | n/a | $82,654 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 195 | n/a | $8,655 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 179 | n/a | $7,912 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | n/a | $44 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $1.90M | 0.0% |
Verlaten
| Fidelity (FMR) | $1,591 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 60 houders, 4.53M aandelen, $197.36M 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.