BSMS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +11.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 511.15K | +6.8% | $11.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 401.50K | +8.9% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 397.94K | +5.0% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 348.36K | +63.0% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 301.23K | +0.8% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 292.73K | +13.8% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 264.40K | +16.6% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 197.53K | -0.1% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 166.62K | -4.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 129.70K | +10.7% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 128.50K | +4.3% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 115.13K | +11.8% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Focus Partners Wealth | 109.44K | +1.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 77.61K | +32.6% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 74.21K | Nieuw | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 72.83K | -21.1% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 69.58K | +6.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 54.18K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 53.60K | +10.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 46.96K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 41.20K | +0.2% | $963,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 32.88K | +33.5% | $769,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 18.62K | -3.8% | $436,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 17.37K | Nieuw | $406,351 | 0.0% | New | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 17.17K | +45.8% | $401,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.74M | 0.0% |
| Baird Financial Group, Inc. | $406,351 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $263,986 | was 0.0% |
| Cwm, Llc | $20,000 | 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.