BKAG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · 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 | +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 | 5.28M | +88.2% | $222.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 2.38M | -0.9% | $100.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 471.82K | +172097.1% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 233.87K | +26.9% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 178.07K | +3.6% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 128.60K | -3.6% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 122.90K | +171.9% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 101.94K | +35.9% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 77.53K | -3.8% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.21K | +29.4% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 29.32K | -69.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 27.97K | -67.0% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 17.83K | +1787.0% | $749,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 12.48K | +4.6% | $526,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 9.75K | -1.9% | $411,543 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Captrust Financial Advisors | 7.18K | +0.9% | $303,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 6.08K | Nieuw | $256,376 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 5.29K | -8.3% | $223,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 4.20K | +45.4% | $177,391 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | UBS Group AG | 3.49K | -47.5% | $147,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 2.50K | Nieuw | $104,642 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.79K | +18.2% | $75,749 | 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
| Mercer Global Advisors Inc… | $256,376 | 0.0% |
| Jones Financial Companies Lllp | $104,642 | 0.0% |
Verlaten
| Fisher Asset Management | $846,854 | was 0.0% |
| Assetmark, Inc | $6,697 | 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.