BALT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities -4.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.03M | +22960.7% | $134.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 2 | Osaic Holdings, Inc. | 2.44M | — | $81.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 2.00M | — | $67.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 1.53M | — | $51.24M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.11M | — | $37.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.11M | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 787.26K | — | $26.38M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 413.98K | — | $13.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 308.49K | — | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 256.32K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 162.15K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 75.10K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 51.77K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 39.86K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 39.59K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 10.63K | — | $356,077 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 10.25K | — | $343,478 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 10.06K | — | $337,245 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.35K | +78.3% | $279,674 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | UBS Group AG | 397 | — | $13,303 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 208 | — | $6,970 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 100 | — | $3,351 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 32 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| AQR Capital Management | $363,317 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 275 houders, 44.60M aandelen, $1.47B 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.