Effectdossier
BALI
naam in afwachting van profielverwerking
31Gevolgde houders
+2Δ houders
19.31MGehouden aandelen
$653.03MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom +30.0% ·
netto nieuwe posities +6.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +2 | 19.31M | $653.03M | +4 | −2 |
| Q1 2026 | 30 | +5 | 14.22M | $437.59M | +8 | −3 |
| Q4 2025 | 25 | +1 | 11.01M | $348.78M | +1 | — |
| Q3 2025 | 4 | +1 | 922.65K | $29.28M | +1 | — |
| Q2 2025 | 1 | — | 82.49K | $2.48M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.41M | +83.5% | $115.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.94M | +60.5% | $99.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 2.04M | -1.6% | $69.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 2.04M | -1.6% | $69.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 1.82M | -20.7% | $61.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.79M | +47.7% | $60.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.79M | +47.7% | $60.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.79M | +47.7% | $60.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 1.23M | +92.1% | $41.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.06M | +19.8% | $35.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.06M | +19.8% | $35.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.02M | +10.9% | $34.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 629.89K | +30.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 629.89K | +30.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 611.35K | +98.3% | $20.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 613.05K | +35.8% | $20.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 561.95K | +64.4% | $19.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 561.95K | +64.4% | $19.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 561.95K | +64.4% | $19.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Assetmark, Inc | 417.96K | +53.2% | $14.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 332.72K | +2523.0% | $11.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 332.72K | +2523.0% | $11.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 317.09K | +102.9% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 106.19K | +3.5% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 105.45K | 0.0% | $3.57M | 0.0% | Held | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 76.47K | +17044.6% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 76.47K | +17044.6% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 62.00K | +32.8% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 53.84K | +16.7% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 30.41K | +8.6% | $1.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 30.41K | +8.6% | $1.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 20.30K | -77.9% | $686,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mariner, LLC | 17.33K | +10.9% | $586,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 14.86K | +11.4% | $502,697 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 8.27K | Nieuw | $279,639 | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 8.27K | Nieuw | $279,639 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 6.00K | +47.4% | $202,811 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 2.67K | +55.5% | $90,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 2.67K | +55.5% | $90,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 2.44K | Nieuw | $82,545 | 0.0% | New | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 1.11K | Nieuw | $37,484 | 0.0% | New | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 803 | Nieuw | $27,165 | 0.0% | New | 1 | SEC ↗ |
| 43 | UBS Group AG | 26 | -82.7% | $880 | 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
| Truist Financial Corp | $279,639 | 0.0% |
| Truist Financial Corp | $279,639 | 0.0% |
| Rockefeller Capital… | $82,545 | 0.0% |
| Us Bancorp \De\ | $37,484 | 0.0% |
| Qube Research & Technologies… | $27,165 | 0.0% |
Verlaten
| Citadel Advisors | $528,576 | was 0.0% |
| Jones Financial Companies Lllp | $3,100 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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