BIBL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom +0.2% ·
netto nieuwe posities +4.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 1.14M | $65.79M | +2 | −2 |
| Q1 2026 | 24 | +3 | 1.13M | $53.23M | +3 | n/a |
| Q4 2025 | 21 | +1 | 1.12M | $50.53M | +2 | −1 |
| Q3 2025 | 5 | +1 | 62.79K | $2.79M | +1 | n/a |
| Q2 2025 | 2 | -1 | 12.58K | $519,905 | n/a | −1 |
| Q1 2025 | 2 | +1 | 20.03K | $769,199 | +1 | n/a |
| Q4 2024 | 1 | 0 | 31.70K | $1.23M | n/a | n/a |
| Q3 2024 | 1 | 0 | 26.59K | $1.08M | n/a | n/a |
| Q2 2024 | 1 | n/a | 35.03K | $1.33M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 447.35K | n/a | $20.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 196.12K | n/a | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Focus Partners Wealth | 137.12K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 80.70K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 44.80K | +85.9% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 36.09K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 32.99K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 31.97K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 21.14K | n/a | $954,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 18.36K | n/a | $828,409 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 17.13K | n/a | $773,051 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 15.22K | n/a | $687,014 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 12.27K | 0.0% | $553,655 | 0.0% | Held | 4 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 11.64K | n/a | $525,490 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 7.53K | n/a | $339,919 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 6.50K | Nieuw | $293,435 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 1.11K | n/a | $49,959 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 991 | -4.6% | $44,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 361 | Nieuw | $16,292 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 262 | -2.6% | $11,807 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | n/a | $11 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $293,435 | 0.0% |
| JPMorgan Chase | $16,292 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.12M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 4.82M aandelen, $224.24M 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.