BSMT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +3.7% ·
netto nieuwe posities +7.1%
— 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 | 28 | +2 | 3.54M | $81.41M | +3 | −1 |
| Q1 2026 | 26 | -1 | 3.41M | $78.47M | +1 | −2 |
| Q4 2025 | 27 | 0 | 3.18M | $73.53M | — | — |
| Q3 2025 | 2 | -1 | 255.27K | $5.90M | — | −1 |
| Q2 2025 | 1 | — | 1 | $23 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 567.57K | -3.3% | $13.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 567.57K | -3.3% | $13.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 381.83K | +91.5% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 381.83K | +91.5% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 324.27K | +8.2% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 303.36K | +2.5% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 293.26K | +0.5% | $6.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 293.26K | +0.5% | $6.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 247.95K | +1.2% | $5.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 225.50K | +2.0% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 169.22K | +42.9% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 155.34K | -33.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 112.99K | +2.6% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 110.27K | +11.9% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 106.40K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 105.97K | -1.4% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 76.64K | +19.5% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 70.34K | +25.6% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 46.40K | -0.1% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Brown Advisory Inc | 41.31K | +5.7% | $951,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 36.27K | Nieuw | $835,413 | 0.0% | New | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 35.48K | +13.0% | $817,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 28.15K | +210.5% | $648,248 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 25.82K | -70.0% | $594,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 21.65K | +4.8% | $499,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 18.37K | -33.0% | $423,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 16.24K | Nieuw | $374,076 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 6.43K | -0.1% | $148,078 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Fifth Third Bancorp | 4.65K | 0.0% | $107,043 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 2.69K | +0.6% | $61,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 633 | Nieuw | $14,578 | 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
| Susquehanna International… | $835,413 | 0.0% |
| Creative Planning | $374,076 | 0.0% |
| Assetmark, Inc | $14,578 | 0.0% |
Verlaten
| Focus Partners Wealth | $2.29M | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.