BNDW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -19.4% ·
aandelenstroom +30.0% ·
netto nieuwe posities -20.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 7.02K | $462,785 | +1 | n/a |
| Q2 2026 | 25 | -6 | 7.69M | $526.73M | +1 | −7 |
| Q1 2026 | 31 | +1 | 3.21M | $219.17M | +4 | −3 |
| Q4 2025 | 30 | 0 | 4.92M | $338.14M | n/a | n/a |
| Q3 2025 | 5 | -1 | 2.73M | $190.42M | n/a | −1 |
| Q2 2025 | 3 | +1 | 69.88K | $4.84M | +1 | n/a |
| Q1 2025 | 1 | +1 | 10.61K | $729,936 | +1 | n/a |
| Q2 2024 | 1 | n/a | 19.64K | $1.34M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.68M | +204.4% | $389.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Victory Capital Management Inc | 547.71K | Nieuw | $37.53M | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 340.32K | +5.1% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 275.55K | +10.9% | $18.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 237.37K | -3.3% | $16.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 133.19K | +531.6% | $9.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | Mariner, LLC | 99.89K | +6.5% | $6.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 83.31K | +0.6% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 63.73K | -33.4% | $4.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 61.78K | +1786.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 56.75K | -11.8% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 25.13K | +23.2% | $1.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 13.78K | +182.7% | $944,069 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 11.57K | +21.8% | $793,163 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 9.58K | +9.8% | $656,346 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 9.14K | +0.9% | $626,138 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 8.86K | +0.8% | $607,170 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 7.74K | -10.6% | $530,247 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Wealth Enhancement Advisory… | 5.74K | -62.7% | $389,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 5.12K | +0.1% | $350,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 4.80K | -1.6% | $329,287 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 3.62K | +8.8% | $248,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 135 | 0.0% | $9,252 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 91 | -66.5% | $6,257 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 12 | 0.0% | $822 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Victory Capital Management Inc | $37.53M | 0.0% |
Verlaten
| Us Bancorp \De\ | $2.97M | was 0.0% |
| Jane Street Group, Llc | $392,329 | was 0.0% |
| Wellington Management | $330,677 | was 0.0% |
| Goldman Sachs Group | $293,768 | was 0.0% |
| Corient Private Wealth LP | $288,012 | was 0.0% |
| UBS Group AG | $9,364 | was 0.0% |
| Jones Financial Companies Lllp | $3,053 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 6.06M aandelen, $388.54M 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.