BRW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -1 | 9.36M | $61.48M | +2 | −3 |
| Q1 2026 | 29 | 0 | 9.40M | $63.38M | +4 | −4 |
| Q4 2025 | 29 | +3 | 6.99M | $48.97M | +3 | n/a |
| Q3 2025 | 2 | -2 | 764.50K | $5.94M | n/a | −2 |
| Q2 2025 | 2 | 0 | 46.44K | $374,314 | n/a | n/a |
| Q1 2025 | 2 | +1 | 77.53K | $601,672 | +1 | n/a |
| Q4 2024 | 1 | 0 | 10.00K | $76,200 | n/a | n/a |
| Q3 2024 | 1 | +1 | 10.00K | $75,900 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.96M | -1.6% | $19.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Toronto Dominion Bank | 2.28M | Nieuw | $15.36M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 885.79K | +40.2% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 792.90K | +10.6% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 642.18K | -6.2% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 475.89K | +12.3% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 475.36K | +13.8% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 198.99K | +16.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 184.11K | -0.5% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 113.14K | +8.8% | $762,570 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 71.41K | -26.2% | $481,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 44.07K | +28.4% | $297,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 42.01K | -2.1% | $283,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 37.59K | +24.2% | $253,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 31.96K | 0.0% | $215,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 30.39K | -9.0% | $204,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 15.77K | +3.9% | $106,267 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 14.87K | -37.3% | $100,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 14.52K | Nieuw | $97,885 | 0.0% | New | 1 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 14.00K | 0.0% | $94,360 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 13.86K | 0.0% | $93,416 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 12.47K | -19.1% | $84,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 11.59K | Nieuw | $78,117 | 0.0% | New | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 11.34K | -67.0% | $76,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 10.81K | Nieuw | $72,842 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 7.75K | +775000.0% | $52,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 7.06K | -53.9% | $48,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 4.12K | +89.0% | $27,785 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 1.18K | +1.3% | $7,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Toronto Dominion Bank | $15.36M | 0.0% |
| Fifth Third Bancorp | $97,885 | 0.0% |
| Lido Advisors, LLC | $78,117 | 0.0% |
| Creative Planning | $72,842 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.01M | was 0.0% |
| Cerity Partners LLC | $351,927 | was 0.0% |
| Goldman Sachs Group | $238,039 | was 0.0% |
| JPMorgan Chase | $77,047 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 93 houders, 21.31M aandelen, $131.66M 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.