BOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -0.8% ·
netto nieuwe posities -11.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 1.24M | $65.65M | +2 | −4 |
| Q1 2026 | 20 | +4 | 1.43M | $68.59M | +4 | — |
| Q4 2025 | 16 | -1 | 1.54M | $76.38M | — | −1 |
| Q3 2025 | 3 | 0 | 42.72K | $2.07M | — | — |
| Q2 2025 | 1 | 0 | 14.12K | $641,572 | — | — |
| Q1 2025 | 1 | 0 | 10.07K | $423,136 | — | — |
| Q4 2024 | 1 | +1 | 13.58K | $586,909 | +1 | — |
| Q2 2024 | 1 | — | 7.70K | $320,295 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 256.22K | -3.8% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 164.03K | -9.7% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 139.21K | +17.1% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 124.42K | -20.6% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 111.36K | -7.9% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 72.83K | +79.8% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 72.10K | +220.1% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 68.58K | -3.0% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Captrust Financial Advisors | 65.23K | -2.2% | $3.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.09K | -0.8% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 36.32K | 0.0% | $1.93M | 0.0% | Held | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 33.47K | +1707.4% | $1.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | Hrt Financial Lp | 19.59K | Nieuw | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 14 | Blair William & Co/Il | 8.86K | 0.0% | $469,611 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 7.07K | Nieuw | $374,650 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 6.08K | -92.2% | $324,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.81K | 0.0% | $148,937 | 0.0% | Held | 4 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $1.04M | 0.0% |
| Citadel Advisors | $374,650 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $7.75M | was 0.0% |
| Jane Street Group, Llc | $946,732 | was 0.0% |
| Creative Planning | $237,871 | was 0.0% |
| Barclays Plc | $53,649 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 113 houders, 4.46M aandelen, $189.59M 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.