BSJR
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -3.2% ·
flux d'actions +0.7% ·
nouvelles positions nettes -3.3%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 12.46M | $278.43M | +1 | −2 |
| Q1 2026 | 31 | +1 | 11.71M | $261.75M | +3 | −2 |
| Q4 2025 | 30 | -1 | 9.99M | $225.81M | — | −1 |
| Q3 2025 | 5 | +1 | 1.13M | $25.73M | +1 | — |
| Q2 2025 | 2 | — | 2.14K | $48,634 | — | — |
| Q2 2024 | 1 | — | 44.07K | $973,273 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.86M | — | $42.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.40M | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.14M | +6.3% | $25.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.14M | +6.3% | $25.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.01M | — | $22.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.01M | — | $22.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 802.85K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 802.85K | — | $18.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 553.82K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 553.82K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 456.18K | — | $10.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 442.88K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 378.05K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 378.05K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 294.24K | — | $6.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 215.05K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 215.05K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 174.97K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 174.97K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 165.84K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 162.29K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 133.46K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 133.46K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 118.64K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Invesco Ltd. | 118.64K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 110.53K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 91.43K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 91.43K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 85.57K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 64.07K | +270.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 62.81K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Lido Advisors, LLC | 62.81K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 62.53K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 58.62K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 46.98K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Brown Advisory Inc | 40.94K | — | $925,887 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 38.02K | — | $861,502 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 9.51K | — | $215,162 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 2.46K | — | $55,609 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.74K | +1834.4% | $39,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | BlackRock ✦ (passif) | 1.16K | 0.0% | $26,120 | 0.0% | Held | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Goldman Sachs Group | $959,310 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 168 détenteurs, 24.86M actions, $553.68M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.