Effectdossier · gearchiveerd kwartaal
BSJQ
naam in afwachting van profielverwerking
34Gevolgde houders
-1Δ houders
11.39MGehouden aandelen
$261.35MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom -13.0% ·
netto nieuwe posities -2.9%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -1 | 11.39M | $261.35M | +1 | −2 |
| Q1 2026 | 36 | +4 | 13.36M | $309.50M | +6 | −2 |
| Q4 2025 | 32 | -1 | 14.24M | $332.47M | — | −1 |
| Q3 2025 | 6 | +1 | 1.71M | $40.01M | +1 | — |
| Q2 2025 | 3 | +1 | 49.33K | $1.15M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.93M | -18.1% | $44.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.36M | -6.9% | $31.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.36M | -6.9% | $31.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.24M | -1.6% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 924.27K | -12.4% | $21.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 924.27K | -12.4% | $21.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 845.07K | +12.3% | $19.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 845.07K | +12.3% | $19.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 845.07K | +12.3% | $19.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 845.07K | +12.3% | $19.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 830.30K | +2898.2% | $19.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 598.59K | -4.0% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 598.15K | -75.1% | $13.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 598.15K | -75.1% | $13.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 598.15K | -75.1% | $13.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 432.89K | -4.6% | $9.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 346.90K | -0.9% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Lido Advisors, LLC | 346.90K | -0.9% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 320.52K | +13.7% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 293.56K | +1.1% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 293.25K | +612.5% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 273.03K | -11.8% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 273.03K | -11.8% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 230.79K | -38.6% | $5.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 230.79K | -38.6% | $5.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 209.06K | +4.2% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 171.67K | +3.3% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 153.95K | -2.4% | $3.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 153.95K | -2.4% | $3.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 96.44K | +98.0% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 78.97K | -9.1% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Brown Advisory Inc | 45.18K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 25.39K | -76.0% | $582,735 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 25.39K | -76.0% | $582,735 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Captrust Financial Advisors | 22.45K | 0.0% | $515,271 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Hrt Financial Lp | 17.14K | +27.6% | $393,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 14.58K | -89.5% | $334,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 9.93K | Nieuw | $227,920 | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 9.45K | 0.0% | $216,833 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 6.40K | 0.0% | $146,958 | 0.0% | Held | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 3.71K | -40.2% | $85,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 3.43K | -11.4% | $78,782 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 3.17K | 0.0% | $72,825 | 0.0% | Held | 5 | SEC ↗ |
| 44 | Fifth Third Bancorp | 1.46K | -0.8% | $33,468 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.19K | +9775.0% | $27,202 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 50 | 0.0% | $1,148 | 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
| Susquehanna International… | $227,920 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $501,071 | was 0.0% |
| Mariner, LLC | $274,215 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 195 houders, 32.01M aandelen, $734.29M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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