BSJS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.0% ·
aandelenstroom +5.5% ·
netto nieuwe posities -8.7%
— 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 |
|---|---|---|---|---|---|---|
| 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 | 2.58M | +10.3% | $56.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.48M | -7.9% | $32.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.48M | -7.9% | $32.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.25M | +4.0% | $27.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.25M | +4.0% | $27.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.24M | +4.9% | $26.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.24M | +4.9% | $26.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 873.93K | +15.7% | $19.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 726.89K | +22.5% | $15.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 726.89K | +22.5% | $15.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 726.89K | +22.5% | $15.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 629.70K | +9.9% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 550.10K | +10.2% | $11.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 454.11K | -23.1% | $9.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 304.27K | +3.8% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 304.23K | +12.6% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 304.23K | +12.6% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 235.73K | +4.0% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 235.15K | +7.6% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 230.71K | +29.5% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 214.54K | +605.6% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 205.06K | +16.1% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 205.06K | +16.1% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 200.40K | -20.1% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 200.40K | -20.1% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 103.22K | +2.5% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Invesco Ltd. | 93.83K | -9.4% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 93.83K | -9.4% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 48.99K | -28.2% | $1.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Brown Advisory Inc | 38.38K | 0.0% | $834,508 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 14.78K | -41.2% | $322,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.05K | 0.0% | $44,490 | 0.0% | Held | 3 | 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
| Mariner, LLC | $1.29M | was 0.0% |
| Bank Of Montreal /Can/ | $48,813 | 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.