BGH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +1.3% ·
netto nieuwe posities -4.8%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 661.91K | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 661.91K | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 355.21K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 355.21K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 185.59K | +16.6% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 174.35K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 174.35K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 68.00K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 58.73K | — | $881,542 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 56.74K | — | $852,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 56.74K | — | $852,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 54.17K | — | $813,092 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 54.17K | — | $813,092 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 47.65K | — | $715,213 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 36.72K | — | $551,197 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | First Trust Advisors Lp | 27.30K | — | $409,830 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 24.77K | — | $371,753 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 20.73K | — | $323,052 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 20.42K | — | $306,564 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 20.12K | — | $302,124 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 16.42K | — | $246,516 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 15.55K | — | $233,360 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 15.55K | — | $233,360 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 11.93K | — | $179,069 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 3.34K | — | $50,088 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 850 | — | $12,759 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 560 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| JPMorgan Chase | $42,298 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 3.31M aandelen, $41.17M 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.