BKEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +15.4% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +3 | 626.00K | $59.67M | +4 | −1 |
| Q1 2026 | 14 | 0 | 636.60K | $50.44M | +2 | −2 |
| Q4 2025 | 14 | 0 | 551.57K | $41.29M | n/a | n/a |
| Q3 2025 | 2 | 0 | 265 | $19,465 | n/a | n/a |
| Q2 2025 | 1 | -1 | 1.27K | $84,898 | n/a | −1 |
| Q1 2025 | 1 | 0 | 41.78K | $2.54M | n/a | n/a |
| Q4 2024 | 1 | 0 | 46.50K | $2.73M | n/a | n/a |
| Q3 2024 | 1 | 0 | 59.75K | $3.84M | n/a | n/a |
| Q2 2024 | 1 | n/a | 58.72K | $3.51M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 521.42K | +27.3% | $41.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | Envestnet Asset Management Inc | 36.04K | +27.5% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 25.71K | +27.6% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.88K | -12.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 13.60K | Nieuw | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 11.40K | +9.8% | $903,031 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 5.95K | -73.3% | $471,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 5.20K | +21.4% | $412,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.95K | -0.3% | $155,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 189 | Nieuw | $14,451 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 139 | -2.8% | $11,010 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 121 | -12.9% | $9,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 20 | -89.4% | $1,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | 0.0% | $60 | 0.0% | Held | 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 | $1.08M | 0.0% |
| JPMorgan Chase | $14,451 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.78M | was 0.0% |
| Cwm, Llc | $11,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 26 houders, 744.40K aandelen, $58.27M 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.