BSJT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom -1.0% ·
netto nieuwe posities -4.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.44M | n/a | $52.58M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 594.87K | n/a | $12.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Mercer Global Advisors Inc /Adv | 469.46K | n/a | $10.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 398.55K | n/a | $8.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 387.61K | +11.7% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 385.37K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 289.94K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 197.26K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 176.31K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 157.01K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 146.65K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 119.77K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 119.60K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 101.73K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 76.55K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 71.21K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 53.30K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 32.43K | n/a | $700,868 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 29.71K | n/a | $638,976 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 6.22K | n/a | $133,814 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 628 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| JPMorgan Chase | $2.24M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 14.29M aandelen, $300.23M 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.