BCD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +23.2% ·
netto nieuwe posities +9.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 1.81M | $61.71M | +4 | −3 |
| Q1 2026 | 21 | +2 | 1.38M | $49.30M | +4 | −2 |
| Q4 2025 | 19 | -1 | 1.12M | $34.64M | — | −1 |
| Q3 2025 | 3 | 0 | 16.55K | $568,743 | — | — |
| Q2 2025 | 1 | +1 | 6.06K | $200,823 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 320.63K | +19.9% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 257.60K | +27.8% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 180.84K | -8.3% | $6.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 159.43K | +202.1% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 129.02K | +4.3% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 127.28K | +27.9% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 106.82K | +8.7% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 106.82K | +8.7% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 106.82K | +8.7% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 36.75K | +51.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cibc World Market Inc. | 32.54K | +24.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 10.59K | +0.4% | $378,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 7.72K | +10.3% | $276,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 6.69K | -18.5% | $239,282 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Simplex Trading, Llc | 709 | +63.4% | $25,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 469 | Nieuw | $16,781 | 0.0% | New | 1 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 412 | Nieuw | $14,596 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 220 | Nieuw | $8,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 103 | 0.0% | $3,685 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 73 | Nieuw | $2,601 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2 | 0.0% | $81 | 0.0% | Held | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 0 | — | $34 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $20 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fifth Third Bancorp | $16,781 | 0.0% |
| TD Waterhouse Canada Inc. | $14,596 | 0.0% |
| Royal Bank Of Canada | $8,000 | 0.0% |
| Fidelity (FMR) | $2,601 | 0.0% |
Verlaten
| Northwestern Mutual Wealth… | $48,607 | was 0.0% |
| Rockefeller Capital… | $1,889 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 5.84M aandelen, $198.09M 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.