BKAG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +1.4% ·
netto nieuwe posities +4.5%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 8.34K | $333,822 | +1 | n/a |
| Q2 2026 | 22 | 0 | 10.38M | $435.61M | +1 | −1 |
| Q1 2026 | 22 | 0 | 9.15M | $386.33M | +2 | −2 |
| Q4 2025 | 22 | +1 | 6.18M | $262.05M | +2 | −1 |
| Q3 2025 | 4 | +1 | 206.00K | $8.78M | +1 | n/a |
| Q2 2025 | 2 | 0 | 70.85K | $2.99M | n/a | n/a |
| Q1 2025 | 1 | 0 | 115.34K | $4.86M | n/a | n/a |
| Q4 2024 | 1 | 0 | 579.23K | $23.88M | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $733,809 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.59K | $1.10M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.81M | n/a | $118.91M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 2.40M | n/a | $101.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 184.24K | +12.1% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 171.89K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 133.36K | n/a | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 94.51K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 84.80K | Nieuw | $3.59M | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 80.58K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 75.02K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 45.20K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 41.91K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 19.98K | +177.4% | $846,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 11.94K | n/a | $505,850 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 9.95K | n/a | $421,535 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 7.12K | n/a | $301,782 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 6.64K | n/a | $281,465 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 5.76K | n/a | $244,344 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 2.89K | +259.1% | $122,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.52K | n/a | $64,337 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 945 | Nieuw | $40,064 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 274 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 158 | n/a | $6,697 | 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
| Goldman Sachs Group | $3.59M | 0.0% |
| JPMorgan Chase | $40,064 | 0.0% |
Verlaten
| Citadel Advisors | $1.43M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 43.79M aandelen, $1.81B 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.