BSCV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.9% ·
aandelenstroom +8.1% ·
netto nieuwe posities +6.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 84.88K | $1.35M | n/a | n/a |
| Q2 2026 | 33 | -2 | 33.46M | $548.29M | +2 | −5 |
| Q1 2026 | 37 | +6 | 30.28M | $498.37M | +7 | −1 |
| Q4 2025 | 31 | +2 | 28.82M | $481.11M | +2 | n/a |
| Q3 2025 | 2 | 0 | 4.03M | $67.26M | n/a | n/a |
| Q2 2025 | 1 | -1 | 27 | $438 | n/a | −1 |
| Q1 2025 | 1 | 0 | 47.61K | $776,486 | n/a | n/a |
| Q4 2024 | 1 | 0 | 365.40K | $5.86M | n/a | n/a |
| Q3 2024 | 1 | 0 | 118.04K | $1.97M | n/a | n/a |
| Q2 2024 | 1 | n/a | 48.21K | $768,902 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.13M | +52.0% | $102.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 4.01M | n/a | $66.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 3.68M | n/a | $61.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 2.00M | n/a | $33.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.75M | n/a | $29.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 1.74M | n/a | $29.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 1.25M | n/a | $20.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 1.23M | n/a | $20.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 1.19M | n/a | $19.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 951.92K | n/a | $15.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 838.45K | n/a | $14.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Lido Advisors, LLC | 609.44K | n/a | $10.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mercer Global Advisors Inc /Adv | 574.55K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 519.13K | n/a | $8.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 478.10K | n/a | $7.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 477.57K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 390.93K | n/a | $6.53M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 211.94K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 195.24K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 190.98K | n/a | $3.19M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 125.13K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 101.98K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 45.82K | n/a | $764,998 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 41.25K | n/a | $688,706 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 37.60K | Nieuw | $627,732 | 0.0% | New | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 16.45K | Nieuw | $274,633 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 11.20K | n/a | $187,035 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 10.03K | n/a | $167,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 3.88K | n/a | $64,810 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 739 | n/a | $12,338 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 603 | +2312.0% | $10,059 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $627,732 | 0.0% |
| Citadel Advisors | $274,633 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 211 houders, 78.80M aandelen, $1.27B 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.