BFEB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +5.3% ·
netto nieuwe posities +6.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +2 | 823.78K | $43.37M | +4 | −3 |
| Q1 2026 | 15 | 0 | 858.81K | $40.97M | +3 | −3 |
| Q4 2025 | 15 | -1 | 661.28K | $32.18M | n/a | −1 |
| Q3 2025 | 3 | 0 | 49.87K | $2.36M | n/a | n/a |
| Q2 2025 | 2 | +2 | 12.90K | $575,896 | +2 | n/a |
| Q4 2024 | 1 | 0 | 4.90K | $210,961 | n/a | n/a |
| Q3 2024 | 1 | +1 | 26.11K | $1.10M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 199.95K | +20.8% | $10.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Cerity Partners LLC | 141.05K | +5.7% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 112.87K | -1.6% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 76.73K | -11.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 65.99K | -5.4% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 65.50K | +5.5% | $3.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 59.29K | +30.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 47.56K | -0.2% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 22.23K | +279.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Blair William & Co/Il | 18.64K | 0.0% | $981,354 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 7.01K | Nieuw | $368,968 | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 4.50K | 0.0% | $236,732 | 0.0% | Held | 5 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.23K | Nieuw | $64,641 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 690 | 0.0% | $36,323 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 542 | Nieuw | $28,532 | 0.0% | New | 1 | SEC ↗ |
| 16 | Barclays Plc | 1 | Nieuw | $53 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Captrust Financial Advisors | $368,968 | 0.0% |
| JPMorgan Chase | $64,641 | 0.0% |
| Wells Fargo & Company/Mn | $28,532 | 0.0% |
| Barclays Plc | $53 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.65M | was 0.0% |
| Lido Advisors, LLC | $796,623 | was 0.0% |
| Citadel Advisors | $499,491 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 98 houders, 3.43M aandelen, $141.73M 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.