BSJR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom +7.2% ·
netto nieuwe posities -3.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 83.44K | $1.85M | n/a | n/a |
| 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 | n/a | −1 |
| Q3 2025 | 5 | +1 | 1.13M | $25.73M | +1 | n/a |
| Q2 2025 | 2 | n/a | 2.14K | $48,634 | n/a | n/a |
| Q2 2024 | 1 | n/a | 44.07K | $973,273 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.12M | +7.5% | $47.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.71M | +5.8% | $38.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.43M | +5.3% | $31.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.24M | +5.7% | $27.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.15M | +3.3% | $25.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 985.72K | +48.8% | $22.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 660.31K | +6.9% | $14.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 555.77K | +3.5% | $12.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 522.33K | +6.3% | $11.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 400.14K | -31.4% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 322.10K | +3.2% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 230.45K | +17.0% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 196.12K | +11.2% | $4.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 109.06K | +0.8% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Invesco Ltd. | 101.78K | -9.0% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Bank Of Montreal /Can/ | 100.62K | +4564.9% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 91.57K | -6.6% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 83.00K | -1.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Susquehanna International Group, Llp | 81.27K | +400.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 74.79K | +36.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 68.06K | Nieuw | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 62.70K | -4.5% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 58.38K | -20.6% | $1.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 47.11K | -3.5% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Brown Advisory Inc | 42.05K | 0.0% | $939,521 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 9.98K | -45.8% | $223,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2.46K | 0.0% | $54,948 | 0.0% | Held | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 1.16K | 0.0% | $25,809 | 0.0% | Held | 5 | SEC ↗ |
| 29 | Fifth Third Bancorp | 600 | 0.0% | $13,407 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| TD Waterhouse Canada Inc. | $1.52M | 0.0% |
Verlaten
| Mariner, LLC | $1.74M | was 0.0% |
| Creative Planning | $216,294 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 168 houders, 24.86M aandelen, $553.68M 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.