BJAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.5% ·
aandelenstroom -4.9% ·
netto nieuwe posities -17.6%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 33.22K | $2.03M | n/a | n/a |
| Q2 2026 | 17 | -2 | 1.14M | $66.98M | +1 | −4 |
| Q1 2026 | 21 | +6 | 1.37M | $73.22M | +6 | n/a |
| Q4 2025 | 15 | -1 | 1.20M | $66.25M | n/a | −1 |
| Q3 2025 | 3 | 0 | 31.19K | $1.65M | n/a | n/a |
| Q2 2025 | 1 | +1 | 16.77K | $842,216 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.65K | $366,770 | n/a | n/a |
| Q3 2024 | 1 | 0 | 12.99K | $604,628 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.21K | $415,446 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 248.56K | -5.2% | $14.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 132.06K | +2.5% | $7.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 129.08K | -9.4% | $7.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 107.92K | 0.0% | $6.35M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 97.19K | +10.1% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 93.66K | -2.8% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 89.06K | +2.0% | $5.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Cerity Partners LLC | 73.25K | +1.1% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 45.92K | -35.2% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 44.62K | -0.1% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 32.89K | +32.3% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 27.89K | -16.5% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 10.55K | 0.0% | $621,255 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.71K | 0.0% | $159,714 | 0.0% | Held | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.68K | 0.0% | $98,624 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Royal Bank Of Canada | 312 | Nieuw | $18,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Barclays Plc | 135 | +255.3% | $7,947 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Royal Bank Of Canada | $18,000 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $8.50M | was 0.0% |
| Citadel Advisors | $573,671 | was 0.0% |
| Jane Street Group, Llc | $561,992 | was 0.0% |
| UBS Group AG | $6,773 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 124 houders, 5.02M aandelen, $241.24M 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.