BKIE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +3.4% ·
netto nieuwe posities +4.3%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 2.13M | $214.43M | +3 | −3 |
| Q1 2026 | 24 | +1 | 1.91M | $178.38M | +5 | −4 |
| Q4 2025 | 23 | +1 | 1.87M | $173.10M | +1 | n/a |
| Q3 2025 | 3 | 0 | 29.11K | $2.61M | n/a | n/a |
| Q2 2025 | 1 | n/a | 2.06K | $177,276 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.61K | $406,550 | n/a | n/a |
| Q3 2024 | 1 | 0 | 2.94K | $232,522 | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.91K | $2.60M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | DZ BANK AG Deutsche Zentral… | 551.26K | n/a | $51.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 334.53K | n/a | $30.96M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 232.35K | n/a | $21.51M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | Osaic Holdings, Inc. | 154.36K | n/a | $14.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 121.09K | n/a | $11.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 97.79K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 76.08K | n/a | $7.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 62.33K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 50.01K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 47.87K | Nieuw | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 40.77K | +50.6% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 37.15K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 23.17K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 20.07K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 5.89K | n/a | $544,914 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.66K | n/a | $432,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 4.45K | n/a | $411,892 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 2.78K | n/a | $257,309 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.13K | +11.1% | $196,811 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 503 | n/a | $46,558 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 424 | +231.2% | $39,257 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cwm, Llc | 368 | n/a | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 0 | n/a | $43 | 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 | $4.43M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 6.55M aandelen, $588.25M 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.