BSSX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +15.5% ·
netto nieuwe posities +12.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -2 | 1.45M | $37.39M | — | −2 |
| Q1 2026 | 24 | +3 | 1.36M | $34.65M | +5 | −2 |
| Q4 2025 | 21 | 0 | 1.18M | $30.52M | — | — |
| Q3 2025 | 1 | — | 27.33K | $698,053 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 263.45K | -8.2% | $6.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 168.66K | -1.6% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 168.66K | -1.6% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 167.11K | +47.4% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 167.11K | +47.4% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 115.98K | +104.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 89.06K | -8.0% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 76.20K | -4.9% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 54.05K | +12.8% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 50.60K | +18.2% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 50.60K | +18.2% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 45.34K | Nieuw | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 42.56K | +196.5% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 39.97K | Nieuw | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 37.88K | +76.3% | $962,725 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 33.84K | +17.1% | $860,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 25.95K | +1064.8% | $659,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 24.46K | Nieuw | $621,727 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 23.62K | -35.6% | $600,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 21.82K | -31.8% | $554,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 20.39K | +10.3% | $518,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 19.94K | +57.9% | $504,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 13.67K | +0.7% | $347,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 11.76K | +2.2% | $298,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 9.33K | -21.9% | $237,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 5.07K | Nieuw | $128,796 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 5.07K | Nieuw | $128,796 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.82K | Nieuw | $71,680 | 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
| Goldman Sachs Group | $1.15M | 0.0% |
| JPMorgan Chase | $1.01M | 0.0% |
| Ameriprise Financial Inc | $621,727 | 0.0% |
| Wells Fargo & Company/Mn | $128,796 | 0.0% |
| Wells Fargo & Company/Mn | $128,796 | 0.0% |
| Fifth Third Bancorp | $71,680 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $1.57M | was 0.0% |
| Cerity Partners LLC | $506,603 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 2.87M aandelen, $71.43M 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.