BMVP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.5% ·
aandelenstroom -4.1% ·
netto nieuwe posities -11.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 84.76K | -2.9% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 45.28K | -1.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 45.28K | -1.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 45.28K | -1.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 16.77K | Nieuw | $836,734 | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 16.77K | Nieuw | $836,734 | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.21K | +7.5% | $758,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 12.02K | +9.2% | $599,441 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 9.97K | -0.2% | $497,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 9.97K | -0.2% | $497,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 8.31K | -10.9% | $414,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 8.31K | -10.9% | $414,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 6.24K | -1.6% | $311,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 5.19K | — | $258,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 5.19K | — | $258,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 5.15K | -75.3% | $256,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 5.15K | -75.3% | $256,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 4.52K | 0.0% | $225,484 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 3.52K | -20.1% | $174,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.88K | 0.0% | $93,780 | 0.0% | Held | 4 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 1.80K | 0.0% | $89,802 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.24K | +0.4% | $62,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.11K | 0.0% | $54,736 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 435 | 0.0% | $22,000 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Raymond James Financial Inc | $836,734 | 0.0% |
| Raymond James Financial Inc | $836,734 | 0.0% |
Verlaten
| Citadel Advisors | $321,611 | was 0.0% |
| Envestnet Asset Management Inc | $206,642 | was 0.0% |
| Bank Of America Corp /De/ | $97,143 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 308.41K aandelen, $15.38M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.