BDEC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.0% ·
aandelenstroom -10.5% ·
netto nieuwe posities -11.1%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 1.20M | $64.03M | +2 | −1 |
| Q1 2026 | 18 | -2 | 1.17M | $56.02M | +4 | −6 |
| Q4 2025 | 20 | -1 | 1.30M | $64.65M | +1 | −2 |
| Q3 2025 | 3 | 0 | 10.65K | $510,694 | — | — |
| Q2 2025 | 1 | +1 | 12.88K | $581,480 | +1 | — |
| Q4 2024 | 1 | +1 | 10.12K | $436,446 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 196.82K | -1.6% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 189.56K | -22.0% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 189.56K | -22.0% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 181.41K | +26.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 181.41K | +26.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 123.14K | -0.7% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 103.41K | +9.4% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 103.41K | +9.4% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 83.76K | -0.6% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 73.64K | +15.3% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 57.39K | -17.4% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Blair William & Co/Il | 55.93K | -8.0% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 39.60K | -11.4% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 38.07K | -42.1% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 6.55K | -31.4% | $316,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 5.55K | Nieuw | $266,644 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 4.86K | Nieuw | $228,434 | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 4.41K | 0.0% | $211,444 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 1.71K | Nieuw | $82,177 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 797 | 0.0% | $38,000 | 0.0% | Held | 2 | SEC ↗ |
| 21 | UBS Group AG | 449 | Nieuw | $21,552 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Creative Planning | $266,644 | 0.0% |
| JPMorgan Chase | $228,434 | 0.0% |
| Fifth Third Bancorp | $82,177 | 0.0% |
| UBS Group AG | $21,552 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.90M | was 0.0% |
| Susquehanna International… | $510,666 | was 0.0% |
| Goldman Sachs Group | $230,900 | was 0.0% |
| Wells Fargo & Company/Mn | $72,556 | was 0.0% |
| Morgan Stanley | $6,988 | was 0.0% |
| Pnc Financial Services Group… | $6,839 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 3.65M aandelen, $151.03M 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.