BMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +10.9% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 97 | $5,735 | n/a | n/a |
| Q2 2026 | 16 | +1 | 737.04K | $42.47M | +1 | n/a |
| Q1 2026 | 16 | 0 | 690.20K | $36.23M | +2 | −2 |
| Q4 2025 | 16 | 0 | 622.28K | $33.01M | n/a | n/a |
| Q3 2025 | 1 | n/a | 32.10K | $1.66M | n/a | n/a |
| Q1 2025 | 1 | +1 | 15.54K | $707,640 | +1 | n/a |
| Q3 2024 | 1 | +1 | 6.22K | $280,134 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 119.85K | +2.4% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 102.53K | +2.2% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 90.25K | -17.3% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cerity Partners LLC | 84.94K | +19.6% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 75.87K | +20.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 66.28K | +133.3% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 52.25K | Nieuw | $2.74M | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 40.27K | +2.5% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 23.63K | +8.2% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 16.50K | 0.0% | $866,052 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 9.13K | -42.5% | $479,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 4.75K | 0.0% | $249,320 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 3.82K | Nieuw | $200,716 | 0.0% | New | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 97 | 0.0% | $5,091 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Cwm, Llc | 18 | 0.0% | $945 | 0.0% | Held | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 10 | -99.9% | $513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.74M | 0.0% |
| Captrust Financial Advisors | $200,716 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $1.01M | was 0.0% |
| UBS Group AG | $4,987 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 99 houders, 2.26M aandelen, $95.32M 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.