BJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -2.3% ·
netto nieuwe posities -5.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 84.90K | $4.75M | n/a | n/a |
| Q2 2026 | 16 | -1 | 962.72K | $52.32M | +2 | −4 |
| Q1 2026 | 19 | 0 | 1.00M | $49.69M | +4 | −4 |
| Q4 2025 | 19 | -1 | 1.15M | $58.39M | n/a | −1 |
| Q3 2025 | 3 | 0 | 33.98K | $1.69M | n/a | n/a |
| Q2 2025 | 1 | +1 | 20.60K | $970,784 | +1 | n/a |
| Q3 2024 | 1 | 0 | 19.55K | $854,162 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.28K | $554,755 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 204.50K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 204.37K | n/a | $10.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 167.71K | n/a | $8.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 164.20K | n/a | $8.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 121.81K | n/a | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 53.45K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 52.40K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 51.43K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Blair William & Co/Il | 28.53K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 27.48K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 26.75K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 23.75K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Captrust Financial Advisors | 8.81K | n/a | $447,475 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 6.42K | n/a | $325,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 5.15K | -69.8% | $261,276 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 2.02K | 0.0% | $102,592 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 875 | n/a | $44,418 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 447 | n/a | $22,691 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 15 | n/a | $761 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $741,233 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 3.61M aandelen, $152.32M 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.