BALI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.2% ·
aandelenstroom +15.9% ·
netto nieuwe posities +4.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.80M | n/a | $57.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 1.73M | +43339550.0% | $54.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.69M | n/a | $53.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.68M | n/a | $53.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 729.60K | n/a | $23.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 586.13K | n/a | $18.57M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 557.67K | n/a | $17.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 383.70K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 315.99K | +2.6% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 307.51K | -47.8% | $9.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 290.39K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 276.49K | n/a | $8.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Assetmark, Inc | 269.46K | n/a | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 152.06K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 105.58K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 46.14K | Nieuw | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 30.85K | n/a | $977,201 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 27.84K | +9.4% | $882,003 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Creative Planning | 13.34K | n/a | $422,677 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 7.72K | n/a | $244,570 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 6.38K | n/a | $202,277 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 706 | n/a | $22,366 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 396 | n/a | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 105 | n/a | $3,326 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 70 | n/a | $2,000 | 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
| Gotham Asset Management | $1.46M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 140 houders, 20.14M aandelen, $618.19M 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.