BSMR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom +3.2% ·
netto nieuwe posities +11.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 4.47M | $105.67M | +4 | −1 |
| Q1 2026 | 25 | -4 | 4.33M | $102.46M | — | −4 |
| Q4 2025 | 29 | +1 | 3.75M | $88.64M | +1 | — |
| Q3 2025 | 1 | — | 546.53K | $12.93M | — | — |
| Q3 2024 | 1 | +1 | 19.19K | $454,708 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 583.67K | +3.5% | $13.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 511.45K | +2.3% | $12.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 480.38K | +2.9% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 480.38K | +2.9% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 435.08K | -6.0% | $10.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 435.08K | -6.0% | $10.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 416.30K | +5.4% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 392.40K | +18.0% | $9.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 392.40K | +18.0% | $9.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 245.69K | +6.5% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 222.06K | -12.7% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 163.12K | +17.8% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 163.12K | +17.8% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 131.78K | +5.7% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 127.09K | +16.7% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 110.97K | +5.7% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 95.57K | +37.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 94.17K | +12.8% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 78.50K | +14.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 76.70K | +10.9% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 64.70K | -4.7% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Brown Advisory Inc | 46.64K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 46.03K | Nieuw | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 46.00K | -2.5% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 26.43K | -18.3% | $624,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 24.31K | 0.0% | $574,736 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Lido Advisors, LLC | 24.31K | 0.0% | $574,736 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 21.18K | -8.2% | $500,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Creative Planning | 12.68K | Nieuw | $299,802 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 10.72K | Nieuw | $253,468 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 6.27K | +51.8% | $148,206 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 49 | Nieuw | $1,158 | 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 | $1.09M | 0.0% |
| Creative Planning | $299,802 | 0.0% |
| Citadel Advisors | $253,468 | 0.0% |
| Assetmark, Inc | $1,158 | 0.0% |
Verlaten
| Focus Partners Wealth | $2.67M | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.