BGT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.2% ·
aandelenstroom +4.4% ·
netto nieuwe posities +4.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 165.46K | $1.71M | n/a | n/a |
| Q2 2026 | 25 | 0 | 4.37M | $46.54M | +3 | −3 |
| Q1 2026 | 25 | +1 | 4.02M | $43.28M | +2 | −1 |
| Q4 2025 | 24 | 0 | 3.85M | $43.66M | n/a | n/a |
| Q3 2025 | 2 | -1 | 683.67K | $8.31M | n/a | −1 |
| Q2 2025 | 1 | 0 | 11.69K | $146,309 | n/a | n/a |
| Q1 2025 | 1 | +1 | 35.53K | $441,307 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 764.26K | +0.4% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 699.54K | -1.6% | $7.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 463.21K | +4.5% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 450.00K | +7.0% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Loomis Sayles & Co L P | 403.75K | Nieuw | $4.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 367.31K | -1.5% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 226.45K | +3.3% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 177.86K | +59.0% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 100.78K | -3.7% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 85.62K | +24.1% | $921,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 56.60K | +1.0% | $609,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 56.17K | -46.5% | $604,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 40.13K | -12.0% | $431,791 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 27.43K | -42.7% | $295,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 26.71K | -20.5% | $287,370 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 18.50K | +41.5% | $199,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 14.71K | 0.0% | $158,278 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 14.08K | -80.3% | $151,522 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Hrt Financial Lp | 12.83K | -36.9% | $138,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Nomura Holdings Inc | 10.00K | -23.1% | $107,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $32,280 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.10K | -62.7% | $11,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 1.06K | 0.0% | $11,373 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 792 | Nieuw | $8,522 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | -100.0% | $9 | 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
| Loomis Sayles & Co L P | $4.34M | 0.0% |
| Fifth Third Bancorp | $8,522 | 0.0% |
Verlaten
| Balyasny Asset Management L.P. | $2.39M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 8.94M aandelen, $85.92M 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.