BSMQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.9% ·
aandelenstroom +0.1% ·
netto nieuwe posities -7.4%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 610.82K | +0.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 554.82K | +26.6% | $13.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 506.51K | -4.7% | $11.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 395.33K | +78.5% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 388.10K | +2.7% | $9.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Truist Financial Corp | 334.42K | +8.1% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 285.03K | +79.6% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 234.07K | -23.4% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 212.92K | -2.2% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 207.79K | +18.7% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 160.56K | -1.6% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 114.16K | +32.8% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 113.49K | +0.8% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 112.44K | +1.8% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 96.05K | +9.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 69.50K | -6.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 69.28K | -23.9% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 63.87K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 46.81K | +7.8% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 34.62K | +47.5% | $817,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Brown Advisory Inc | 34.40K | 0.0% | $812,700 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 29.11K | +0.2% | $687,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 26.33K | -3.9% | $622,023 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 13.19K | Nieuw | $311,661 | 0.0% | New | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 12.45K | -12.0% | $294,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 8.97K | -37.3% | $211,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 554 | -4.0% | $13,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $311,661 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $4.61M | was 0.0% |
| Goldman Sachs Group | $3.27M | was 0.0% |
| Jane Street Group, Llc | $1.88M | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.