BJUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -6.5% · 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 | +1 | 13.39K | $671,590 | +1 | n/a |
| Q2 2026 | 16 | -1 | 2.01M | $97.62M | +1 | −3 |
| Q1 2026 | 18 | 0 | 604.94K | $27.98M | +2 | −2 |
| Q4 2025 | 18 | -1 | 646.75K | $30.23M | n/a | −1 |
| Q3 2025 | 3 | 0 | 26.42K | $1.21M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.77K | $646,248 | n/a | n/a |
| Q1 2025 | 1 | +1 | 7.08K | $286,555 | +1 | n/a |
| Q3 2024 | 1 | +1 | 14.83K | $603,457 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 145.96K | -3.7% | $6.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 103.89K | -0.1% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 73.40K | 0.0% | $3.39M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 60.72K | -28.1% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 48.84K | +71.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 38.39K | -4.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 31.74K | -4.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Lido Advisors, LLC | 25.36K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 20.93K | 0.0% | $968,029 | 0.0% | Held | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 20.50K | -22.6% | $948,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 13.99K | +2.7% | $647,079 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 12.70K | -23.7% | $587,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.78K | -21.9% | $216,867 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 1.88K | +764.5% | $86,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 1.25K | 0.0% | $57,816 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 502 | Nieuw | $23,219 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 68 | 0.0% | $3,145 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Barclays Plc | 43 | Nieuw | $1,989 | 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
| Wells Fargo & Company/Mn | $23,219 | 0.0% |
| Barclays Plc | $1,989 | 0.0% |
Verlaten
| IMC-Chicago, LLC | $703,530 | was 0.0% |
| Wealth Enhancement Advisory… | $270,463 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 1.95M aandelen, $68.73M 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.