BSMV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +4.1% ·
netto nieuwe posities -4.3%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 | 390.53K | n/a | $8.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 246.75K | +72.2% | $5.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 220.51K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 210.77K | n/a | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Lido Advisors, LLC | 195.70K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 189.24K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 184.34K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 182.68K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 106.14K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 78.26K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 67.87K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 61.68K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 60.03K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 59.33K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 58.16K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 47.82K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 35.53K | n/a | $750,900 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 31.00K | n/a | $655,297 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 24.33K | n/a | $514,215 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 18.68K | n/a | $395,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 17.05K | n/a | $360,246 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 951 | n/a | $20,104 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 212 | 0.0% | $4,481 | 0.0% | Held | 3 | 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
| JPMorgan Chase | $112,950 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 5.76M aandelen, $118.44M 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.