BSMR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +0.4% ·
netto nieuwe posities +3.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 550.28K | +0.7% | $13.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 449.35K | n/a | $10.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 445.80K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 369.83K | n/a | $8.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 284.71K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 200.84K | n/a | $4.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 196.40K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 159.53K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 129.15K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 115.57K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 111.90K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 110.61K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 88.02K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 76.61K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 75.02K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 64.92K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 55.74K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 53.31K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 47.14K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Brown Advisory Inc | 46.64K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 24.31K | n/a | $575,287 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 23.85K | n/a | $564,506 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 13.59K | n/a | $321,634 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 13.46K | n/a | $318,652 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 13.41K | n/a | $317,256 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 10.93K | Nieuw | $258,684 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 9.62K | n/a | $227,990 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 4.04K | n/a | $95,584 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 1.39K | n/a | $33,000 | 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
| Goldman Sachs Group | $258,684 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 139 houders, 9.40M aandelen, $217.48M 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.