BSJU
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.6% ·
Aktienfluss -5.1% ·
neue Nettopositionen +5.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 3.04M | $78.34M | — | −2 |
| Q1 2026 | 18 | -1 | 2.31M | $58.99M | +1 | −2 |
| Q4 2025 | 19 | +1 | 2.02M | $52.84M | +1 | — |
| Q3 2025 | 1 | — | 293.13K | $7.67M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 536.67K | — | $14.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 394.06K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 183.92K | -37.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 183.92K | -37.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 125.72K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 111.60K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 111.60K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 105.25K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 95.29K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 78.02K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 69.72K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 69.72K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 67.39K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 61.90K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 61.90K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 59.20K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 59.20K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 45.88K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 26.44K | — | $692,394 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 24.49K | — | $639,259 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 19.16K | — | $500,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 18.69K | — | $487,953 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 521 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 15 | Neu | $390 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Fidelity (FMR) | $390 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 75 Inhaber, 5.81M Anteile, $147.89M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.