BGRN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.4% ·
aandelenstroom +7.4% ·
netto nieuwe posities -8.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.29M | +6.1% | $61.11M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Empower Advisory Group, LLC | 1.16M | +5.2% | $54.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 476.00K | +13.6% | $22.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 256.93K | 0.0% | $12.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | LPL Financial LLC | 221.99K | +18.3% | $10.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Creative Planning | 201.10K | +5.8% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 119.43K | +5.9% | $5.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Assetmark, Inc | 100.39K | +21.5% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 100.32K | +0.2% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 83.78K | +11.1% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | UBS Group AG | 71.77K | +1.2% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 64.69K | +0.6% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 52.01K | +328.9% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 39.50K | +0.3% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 32.19K | +3.1% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 27.10K | +45.1% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Jones Financial Companies Lllp | 25.76K | +71.7% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Julius Baer & Co. Ltd, Zurich | 18.70K | 0.0% | $887,733 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Franklin Resources Inc | 17.04K | +1.1% | $809,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 14.36K | -8.4% | $681,835 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 12.18K | +2.8% | $578,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 8.58K | Nieuw | $407,314 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 8.50K | +12.3% | $403,442 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 7.40K | +6.0% | $351,202 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 6.64K | 0.0% | $315,265 | 0.0% | Held | 4 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 6.15K | 0.0% | $292,051 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 27 | TD Waterhouse Canada Inc. | 5.50K | 0.0% | $259,875 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 4.51K | +5.4% | $214,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 3.33K | 0.0% | $158,178 | 0.0% | Held | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 765 | +19.9% | $36,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 448 | +109.3% | $21,339 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 255 | -0.4% | $12,105 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 100 | -3.9% | $4,742 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 56 | +2700.0% | $2,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1 | -99.9% | $44 | 0.0% | ▼ Trim | 3 | 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 | $407,314 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $889,634 | was 0.0% |
| Citadel Advisors | $607,257 | was 0.0% |
| Mariner, LLC | $574,591 | was 0.0% |
| Goldman Sachs Group | $375,975 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 130 houders, 6.90M aandelen, $261.14M 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.