BDJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.1% ·
aandelenstroom -1.2% ·
netto nieuwe posities -5.4%
· formule
Brede distributie: dalende aandelen en 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 | 62.65K | $593,336 | n/a | −1 |
| Q2 2026 | 40 | -1 | 20.29M | $194.15M | +1 | −3 |
| Q1 2026 | 43 | +5 | 19.91M | $171.61M | +6 | −1 |
| Q4 2025 | 37 | -2 | 20.99M | $198.95M | n/a | −2 |
| Q3 2025 | 5 | +1 | 3.68M | $33.53M | +1 | n/a |
| Q2 2025 | 2 | 0 | 90.03K | $800,322 | +1 | −1 |
| Q1 2025 | 1 | +1 | 103.63K | $891,252 | +1 | n/a |
| Q2 2024 | 1 | n/a | 44.99K | $367,585 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 4.13M | n/a | $39.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 2.67M | n/a | $25.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 2.20M | n/a | $20.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.87M | n/a | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 1.13M | n/a | $10.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 855.04K | n/a | $8.11M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | UBS Group AG | 700.24K | n/a | $6.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 592.98K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 572.45K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 510.94K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cerity Partners LLC | 433.62K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 289.23K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 269.29K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 244.19K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 175.35K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Allspring Global Investments… | 172.47K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 106.61K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 97.94K | n/a | $932,395 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 97.62K | n/a | $925,400 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 59.70K | n/a | $565,933 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 50.44K | n/a | $478,161 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 45.43K | n/a | $431,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Brown Advisory Inc | 36.57K | n/a | $346,646 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 36.29K | n/a | $344,039 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Envestnet Asset Management Inc | 35.11K | n/a | $332,868 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 34.94K | n/a | $331,257 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 27.97K | n/a | $265,156 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Creative Planning | 25.36K | n/a | $240,394 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 23.66K | n/a | $224,297 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Northern Trust Corp | 23.02K | n/a | $218,220 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 20.65K | n/a | $195,739 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 18.97K | n/a | $179,794 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 14.00K | 0.0% | $132,720 | 0.0% | Held | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 924 | -62.2% | $8,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 46 | n/a | $436 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 2 | n/a | $19 | 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
| Two Sigma Investments | $1.42M | was 0.0% |
| Millennium Management | $200,420 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 215 houders, 30.67M aandelen, $255.89M 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.