IMTB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.0% ·
aandelenstroom -1.2% ·
netto nieuwe posities -8.7%
— formule
Brede distributie — dalende aandelen en 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 | 23 | -2 | 2.92M | $127.09M | +1 | −3 |
| Q1 2026 | 25 | +3 | 2.95M | $129.27M | +4 | −1 |
| Q4 2025 | 22 | 0 | 2.59M | $114.71M | +1 | −1 |
| Q3 2025 | 3 | 0 | 260.20K | $11.50M | +1 | −1 |
| Q2 2025 | 1 | +1 | 7.59K | $331,195 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.34M | +2.7% | $58.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 250.28K | +10.9% | $10.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 250.28K | +10.9% | $10.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 246.95K | -10.7% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 222.15K | +123.5% | $9.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 173.93K | +0.5% | $7.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 143.86K | -9.8% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 125.65K | +6.4% | $5.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 125.65K | +6.4% | $5.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 98.78K | +8.2% | $4.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 98.78K | +8.2% | $4.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 98.78K | +8.2% | $4.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Raymond James Financial Inc | 76.51K | -67.1% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 76.51K | -67.1% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 55.13K | +15.2% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 38.80K | +10.3% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 31.54K | -27.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 31.54K | -27.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 31.54K | -27.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 29.66K | +112.5% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 26.35K | Nieuw | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 17.85K | -27.3% | $778,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 11.41K | 0.0% | $497,479 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.10K | +30.1% | $440,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.65K | -71.4% | $377,198 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 4.87K | -4.4% | $212,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 4.87K | -4.4% | $212,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Blair William & Co/Il | 1.69K | -3.0% | $73,878 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 199 | +1.0% | $8,699 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 131 | +44.0% | $5,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | -100.0% | $1 | 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
| Hrt Financial Lp | $1.15M | 0.0% |
Verlaten
| Goldman Sachs Group | $2.05M | was 0.0% |
| Northwestern Mutual Wealth… | $13,146 | was 0.0% |
| Citigroup Inc | $7,844 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.