Effectdossier · gearchiveerd kwartaal
BDJ
naam in afwachting van profielverwerking
40Gevolgde houders
-1Δ houders
20.29MGehouden aandelen
$194.15MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom +2.2% ·
netto nieuwe posities -5.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 62.65K | $593,336 | n/a | n/a |
| 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 |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 4.47M | +7.7% | $42.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.38M | +0.3% | $32.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 2.33M | +24.8% | $22.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 2.31M | -7.7% | $22.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.91M | +9.0% | $18.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 1.11M | -3.2% | $10.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 801.25K | -8.3% | $7.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | UBS Group AG | 646.12K | -12.0% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 560.32K | -2.2% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 547.13K | +7.2% | $5.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 346.19K | -18.4% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Baird Financial Group, Inc. | 276.05K | -0.1% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 249.49K | -3.5% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 249.14K | +6.5% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Allspring Global Investments… | 185.68K | 0.0% | $1.78M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 156.67K | -6.4% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 100.25K | 0.0% | $959,362 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 73.08K | +1.4% | $706,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 56.39K | +13.4% | $539,634 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 45.80K | -17.8% | $438,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 43.37K | -30.6% | $415,013 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Envestnet Asset Management Inc | 42.10K | +19.1% | $402,880 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 40.72K | -39.9% | $389,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 39.89K | 0.0% | $381,776 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 37.69K | +113.0% | $360,703 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Brown Advisory Inc | 36.57K | 0.0% | $349,937 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mariner, LLC | 33.95K | 0.0% | $324,922 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 31.36K | -13.4% | $300,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 29.44K | -1.1% | $281,722 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 26.30K | +40.9% | $251,709 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northern Trust Corp | 24.23K | -4.2% | $231,901 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Captrust Financial Advisors | 20.65K | -40.8% | $197,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | CIBC Bancorp USA Inc. | 19.11K | -7.8% | $182,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 16.12K | 0.0% | $154,234 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | BlackRock ✦ (passief) | 14.00K | 0.0% | $133,980 | 0.0% | Held | 5 | SEC ↗ |
| 36 | Corient Private Wealth LP | 12.23K | 0.0% | $117,089 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 6.37K | Nieuw | $60,916 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 65 | 0.0% | $621 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Assetmark, Inc | 46 | 0.0% | $440 | 0.0% | Held | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2 | 0.0% | $19 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Northwestern Mutual Wealth… | $60,916 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $346,818 | was 0.0% |
| Goldman Sachs Group | $159,617 | was 0.0% |
| Millennium Management | $103,742 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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