BGR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.0% ·
aandelenstroom +0.6% ·
netto nieuwe posities +3.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.22M | -14.1% | $18.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Invesco Ltd. | 438.33K | +13.3% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 403.50K | +3.5% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 266.99K | -11.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Allspring Global Investments… | 237.87K | +1449.2% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 205.38K | -12.8% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 188.14K | +3.0% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 143.63K | +12.0% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 140.30K | +1.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 68.87K | +2.3% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 65.46K | +1.6% | $970,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 42.24K | +1.7% | $655,579 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 35.85K | -1.4% | $531,297 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 21.33K | +40.3% | $316,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 20.03K | -38.6% | $296,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 16.14K | -25.6% | $239,166 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 15.86K | Nieuw | $235,016 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 13.19K | +2.3% | $195,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 12.88K | +2.7% | $190,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 11.73K | +11.5% | $173,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 11.34K | Nieuw | $168,029 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 11.03K | -10.1% | $163,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.81K | 0.0% | $86,119 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 24 | Rockefeller Capital Management L.P. | 5.31K | 0.0% | $78,661 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 3.22K | +44.6% | $47,676 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 3.03K | 0.0% | $44,845 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.25K | Nieuw | $18,510 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mariner, LLC | $235,016 | 0.0% |
| Susquehanna International… | $168,029 | 0.0% |
| Northwestern Mutual Wealth… | $18,510 | 0.0% |
Verlaten
| Jane Street Group, Llc | $824,908 | was 0.0% |
| HighTower Advisors, LLC | $262,750 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.