BSMS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -2.3% ·
netto nieuwe posities -4.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 478.53K | n/a | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 379.07K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 368.73K | -11.2% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 298.84K | n/a | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 257.27K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 226.79K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 213.78K | n/a | $5.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 197.62K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 174.41K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 123.25K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 117.13K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 108.40K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 102.97K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 92.33K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 65.40K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 58.55K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 54.18K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 48.72K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 46.96K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 41.13K | n/a | $966,580 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 24.63K | n/a | $578,795 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 19.34K | n/a | $455,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 11.77K | n/a | $276,694 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.21K | n/a | $263,986 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 856 | n/a | $20,000 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $822,873 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 7.99M aandelen, $183.87M 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.