BKAG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +13.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 6.29M | +19.2% | $264.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 2 | Bank Of America Corp /De/ | 2.45M | +2.8% | $102.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 491.33K | +4.1% | $20.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 238.03K | +1.8% | $9.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 171.57K | -3.6% | $7.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 143.61K | +85.2% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 117.26K | -8.8% | $4.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 104.11K | +2.1% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 101.82K | -17.1% | $4.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 82.17K | +360.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 54.49K | +0.5% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 51.47K | Nieuw | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 39.24K | +33.8% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 10.12K | +3.8% | $424,651 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 9.87K | -21.0% | $413,882 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 7.26K | +1.1% | $304,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 6.45K | +53.5% | $270,692 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Mariner, LLC | 5.27K | -0.4% | $220,909 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 5.02K | -17.3% | $210,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 3.25K | -6.9% | $136,212 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.88K | +4.6% | $78,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 38 | -98.5% | $1,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $2.16M | 0.0% |
Verlaten
| Goldman Sachs Group | $1.18M | 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.