BSMQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom -10.7% ·
netto nieuwe posities +7.1%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 4.23M | $99.60M | +3 | −1 |
| Q1 2026 | 27 | -2 | 4.74M | $111.88M | +1 | −3 |
| Q4 2025 | 29 | 0 | 4.73M | $111.80M | — | — |
| Q3 2025 | 2 | -1 | 619.75K | $14.64M | — | −1 |
| Q2 2025 | 1 | — | 69 | $1,623 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 547.17K | -10.4% | $12.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 547.17K | -10.4% | $12.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 460.85K | -9.0% | $10.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 422.37K | +8.8% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 417.40K | -24.8% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 417.40K | -24.8% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 335.73K | +0.4% | $7.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 247.99K | +6.0% | $5.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 220.58K | +3.6% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 220.58K | +3.6% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 189.31K | -52.1% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 176.91K | -14.9% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 167.28K | -41.3% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 167.28K | -41.3% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 155.42K | -3.2% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 123.17K | +7.9% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 103.24K | +7.5% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 102.87K | -8.5% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 90.63K | +30.8% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 77.36K | +11.3% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 66.92K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 56.86K | -11.0% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 46.88K | +255.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 46.26K | -1.2% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Brown Advisory Inc | 34.40K | 0.0% | $809,948 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 27.91K | -4.1% | $657,042 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 26.81K | -22.6% | $631,225 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 26.33K | 0.0% | $619,917 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 26.33K | 0.0% | $619,917 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 24.33K | Nieuw | $572,803 | 0.0% | New | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 14.67K | +17.8% | $345,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 10.85K | +21.0% | $255,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 9.53K | Nieuw | $224,360 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $1.58M | 0.0% |
| Susquehanna International… | $572,803 | 0.0% |
| Baird Financial Group, Inc. | $224,360 | 0.0% |
Verlaten
| Focus Partners Wealth | $2.68M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 142 houders, 8.91M aandelen, $206.52M 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.