BJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -13.0% · netto nieuwe posities 0.0% · formule
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 | 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 | Commonwealth Equity Services, Llc | 199.45K | -2.4% | $9.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 164.71K | -1.8% | $8.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 162.03K | -1.3% | $8.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 133.72K | -34.6% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 99.97K | -17.9% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 55.74K | +4.3% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 45.91K | -10.7% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 43.19K | -17.6% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Blair William & Co/Il | 26.05K | -8.7% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 23.83K | -10.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 18.31K | Nieuw | $909,944 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 8.79K | Nieuw | $436,737 | 0.0% | New | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 7.72K | -12.4% | $383,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 5.09K | -81.5% | $254,617 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.02K | 0.0% | $100,415 | 0.0% | Held | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.81K | -64.8% | $88,159 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 781 | Nieuw | $38,079 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 586 | +3806.7% | $29,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 468 | Nieuw | $23,253 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cwm, Llc | $909,944 | 0.0% |
| Citadel Advisors | $436,737 | 0.0% |
| Jones Financial Companies Lllp | $38,079 | 0.0% |
| Wells Fargo & Company/Mn | $23,253 | 0.0% |
Verlaten
| Susquehanna International… | $1.21M | was 0.0% |
| Hrt Financial Lp | $325,000 | was 0.0% |
| Us Bancorp \De\ | $44,418 | was 0.0% |
| Barclays Plc | $22,691 | 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.