BSJS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.3% ·
aandelenstroom +6.9% ·
netto nieuwe posities -11.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -2 | 12.02M | $261.44M | — | −2 |
| Q1 2026 | 26 | 0 | 11.39M | $246.99M | +1 | −1 |
| Q4 2025 | 26 | -3 | 10.04M | $220.91M | — | −3 |
| Q3 2025 | 5 | +2 | 569.99K | $12.59M | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.15M | — | $47.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.18M | +131.5% | $26.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.11M | — | $24.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.11M | — | $24.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.09M | — | $23.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.09M | — | $23.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 582.70K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 493.93K | — | $10.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 468.39K | — | $10.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 461.49K | — | $10.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 344.39K | — | $7.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 344.39K | — | $7.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 269.08K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 249.64K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 243.05K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 243.05K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 216.30K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 197.53K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 187.42K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 156.10K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 154.45K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 154.45K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Invesco Ltd. | 109.49K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 109.49K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 99.98K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 94.33K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 59.71K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 44.74K | — | $986,011 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 33.62K | — | $739,596 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 32.61K | +50.6% | $717,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 3.06K | — | $67,342 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 614 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $798,744 | was 0.0% |
| JPMorgan Chase | $7,464 | was 0.0% |
| Fidelity (FMR) | $1,531 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 18.99M aandelen, $409.74M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.