BSMT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom 0.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 579.30K | n/a | $13.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 280.32K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 271.82K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 264.75K | n/a | $6.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 249.40K | +3.8% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 201.20K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 200.17K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 180.59K | n/a | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 106.40K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 98.18K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 95.06K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 94.20K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 91.03K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 89.81K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 89.29K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 75.32K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Brown Advisory Inc | 36.94K | n/a | $855,068 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 36.88K | n/a | $853,818 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 33.50K | n/a | $775,469 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 22.61K | n/a | $523,465 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 21.60K | n/a | $500,088 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 21.33K | n/a | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 16.95K | n/a | $393,558 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 8.85K | n/a | $204,878 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 7.27K | -51.2% | $168,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.66K | n/a | $61,580 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 865 | 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
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 112 houders, 8.35M aandelen, $192.56M 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.