BKIE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +11.9% ·
netto nieuwe posities 0.0%
· 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 | 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 | Bank of New York Mellon Corp | 648.19K | +184.8% | $65.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | DZ BANK AG Deutsche Zentral… | 349.87K | -14.1% | $35.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 311.10K | +4.4% | $31.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 122.79K | -62.8% | $12.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 116.00K | -7.6% | $11.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 104.28K | -14.3% | $10.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 102.89K | +17.8% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 71.14K | +8.8% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 63.76K | +1.7% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 49.71K | +13.7% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 46.96K | +8.8% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 38.76K | +13.9% | $3.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 36.41K | +36.1% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 35.08K | Nieuw | $3.53M | 0.0% | New | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 6.75K | +24.1% | $678,850 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 6.31K | +0.5% | $634,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 6.30K | +127.4% | $634,330 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.78K | +0.2% | $481,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 3.90K | Nieuw | $392,038 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 2.37K | -42.2% | $238,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 2.36K | 0.0% | $237,517 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.78K | +2.6% | $178,516 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 23 | Assetmark, Inc | 40 | 0.0% | $4,024 | 0.0% | Held | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 1 | Nieuw | $78 | 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
| Goldman Sachs Group | $3.53M | 0.0% |
| Ameriprise Financial Inc | $392,038 | 0.0% |
| BlackRock | $78 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $329,808 | was 0.0% |
| Hrt Financial Lp | $284,000 | was 0.0% |
| Citadel Advisors | $200,127 | was 0.0% |
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.