BSMW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.0% ·
aandelenstroom +17.3% ·
netto nieuwe posities +11.5%
— 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 | 26 | +3 | 2.96M | $74.34M | +3 | — |
| Q1 2026 | 23 | 0 | 2.52M | $62.65M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.26M | $56.72M | — | — |
| Q3 2025 | 2 | 0 | 317.09K | $7.92M | — | — |
| Q2 2025 | 1 | — | 54 | $1,313 | — | — |
| Q4 2024 | 1 | +1 | 28.50K | $715,090 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 516.89K | +11.3% | $12.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 458.97K | +8.8% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 279.33K | +159.6% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 279.33K | +159.6% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 233.49K | -1.5% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 233.49K | -1.5% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 228.41K | +15.0% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 228.41K | +15.0% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 172.87K | +2.0% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 157.37K | +7.8% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 157.37K | +7.8% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 153.35K | +10.6% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 125.68K | +7.3% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 107.76K | +19.5% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 107.76K | +19.5% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 96.85K | -8.8% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 80.26K | +22.5% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 63.39K | +30.0% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 50.53K | +61.8% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 48.86K | -15.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 48.59K | +16.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 24.91K | +0.3% | $626,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 24.69K | Nieuw | $620,707 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 19.30K | -2.0% | $485,202 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 17.31K | +8.1% | $435,173 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 16.89K | +17.4% | $425,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 16.44K | Nieuw | $413,296 | 0.0% | New | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 9.18K | Nieuw | $230,660 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 2.92K | +325.8% | $73,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 2.88K | 0.0% | $72,529 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3 | 0.0% | $65 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $620,707 | 0.0% |
| Cetera Investment Advisers | $413,296 | 0.0% |
| Baird Financial Group, Inc. | $230,660 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 4.45M aandelen, $109.68M 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.