BKGI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +10.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +4 | 14.36M | $645.85M | +6 | −3 |
| Q1 2026 | 26 | +8 | 11.15M | $496.61M | +8 | n/a |
| Q4 2025 | 18 | -2 | 5.14M | $207.26M | n/a | −2 |
| Q3 2025 | 4 | 0 | 471.42K | $18.35M | n/a | n/a |
| Q2 2025 | 1 | 0 | 10.85K | $426,267 | n/a | n/a |
| Q1 2025 | 1 | +1 | 63.68K | $2.20M | +1 | n/a |
| Q3 2024 | 1 | 0 | 7.29K | $236,976 | n/a | n/a |
| Q2 2024 | 1 | n/a | 41.16K | $1.18M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.40M | +49.8% | $287.92M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.72M | +20.1% | $77.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Captrust Financial Advisors | 882.05K | +6.5% | $39.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 856.38K | +37.2% | $38.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 630.30K | +215.8% | $28.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 595.16K | +46.8% | $26.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 243.40K | +124.4% | $10.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 224.11K | +24.3% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 173.81K | +3.5% | $7.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 165.22K | -15.4% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 118.66K | +18.6% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 110.01K | Nieuw | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 94.85K | +60.5% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 70.34K | +16.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 46.51K | +292.4% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 26.84K | +150.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 25.15K | -3.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 23.76K | +20.1% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 16.12K | Nieuw | $724,916 | 0.0% | New | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 10.05K | Nieuw | $451,814 | 0.0% | New | 1 | SEC ↗ |
| 23 | First Trust Advisors Lp | 8.75K | +7.3% | $393,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 4.66K | 0.0% | $209,695 | 0.0% | Held | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.54K | +20.8% | $115,646 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Wells Fargo & Company/Mn | 1.52K | Nieuw | $68,264 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.52K | Nieuw | $68,258 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 1.24K | Nieuw | $56,561 | 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
| Focus Partners Wealth | $4.95M | 0.0% |
| Assetmark, Inc | $724,916 | 0.0% |
| D. E. Shaw & Co. | $451,814 | 0.0% |
| Wells Fargo & Company/Mn | $68,264 | 0.0% |
| Fidelity (FMR) | $68,258 | 0.0% |
| Jones Financial Companies Lllp | $56,561 | 0.0% |
Verlaten
| Citadel Advisors | $2.71M | was 0.0% |
| Susquehanna International… | $2.21M | was 0.0% |
| HighTower Advisors, LLC | $1.81M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 15.56M aandelen, $689.86M 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.