BAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom +0.4% ·
netto nieuwe posities -2.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.87K | $360,314 | n/a | n/a |
| Q2 2026 | 36 | -3 | 7.50M | $296.45M | +2 | −6 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | n/a | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | n/a |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | n/a | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | n/a | n/a |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | n/a |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | n/a | −1 |
| Q2 2024 | 2 | n/a | 91.52K | $2.10M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.59M | n/a | $109.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank of New York Mellon Corp | 698.69K | n/a | $29.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 688.47K | n/a | $29.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 596.90K | n/a | $25.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 520.17K | n/a | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 463.69K | n/a | $19.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 308.10K | n/a | $13.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 292.20K | n/a | $12.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 271.79K | n/a | $11.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 200.43K | n/a | $8.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 197.14K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Captrust Financial Advisors | 140.72K | n/a | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 100.99K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 100.70K | +15.1% | $4.28M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 90.69K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 80.73K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 69.09K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 66.43K | +3.4% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | JPMorgan Chase ✦ | 61.74K | +42.8% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Corient Private Wealth LP | 34.13K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 19.71K | n/a | $837,393 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 16.07K | n/a | $683,027 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Creative Planning | 11.39K | n/a | $484,046 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 11.22K | n/a | $476,950 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 8.94K | n/a | $379,776 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Lido Advisors, LLC | 9.34K | n/a | $366,988 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 7.99K | n/a | $353,921 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 8.14K | n/a | $346,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 8.07K | n/a | $343,022 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.95K | +5.8% | $167,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1.35K | n/a | $57,234 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 433 | n/a | $18,398 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 387 | n/a | $16,444 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 230 | n/a | $9,766 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 209 | n/a | $8,880 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 68 | n/a | $2,889 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 35 | n/a | $1,487 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $201,337 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 174 houders, 15.73M aandelen, $717.43M 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.