BGR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.0% ·
aandelenstroom +9.2% ·
netto nieuwe posities +7.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 390.05K | +15.3% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 386.97K | +24.0% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 182.71K | -4.2% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 138.48K | +15.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 128.29K | -0.5% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 67.31K | +6.7% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 64.45K | +4.7% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 47.66K | +185.1% | $824,908 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 41.54K | -32.0% | $687,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Creative Planning | 36.35K | -0.2% | $629,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 32.61K | -15.5% | $564,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 21.68K | -5.1% | $375,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Allspring Global Investments… | 15.36K | -9.4% | $265,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 15.20K | -4.8% | $263,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 15.18K | +11.6% | $262,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 12.89K | +0.7% | $223,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 12.54K | -92.5% | $217,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 12.27K | Nieuw | $212,359 | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 10.52K | Nieuw | $182,119 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Rockefeller Capital Management L.P. | 5.31K | +0.6% | $91,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 3.03K | Nieuw | $52,380 | 0.0% | New | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 2.22K | +11.3% | $38,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 201 | Nieuw | $3,479 | 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
| Fifth Third Bancorp | $212,359 | 0.0% |
| Envestnet Asset Management Inc | $182,119 | 0.0% |
| UBS AM, a distinct business… | $52,380 | 0.0% |
| Cwm, Llc | $3,479 | 0.0% |
Verlaten
| Mariner, LLC | $205,789 | was 0.0% |
| Russell Investments Group… | $27 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 5.92M aandelen, $101.22M 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.