BTO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom +3.1% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.26M | +5.8% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 646.73K | -1.0% | $25.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 270.29K | +0.9% | $10.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 172.70K | -3.2% | $6.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 130.04K | +1.7% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 99.30K | -2.8% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 46.68K | +3.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 43.82K | -1.6% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 35.32K | +3.9% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 19.45K | +80.0% | $767,061 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 15.41K | +147.2% | $607,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 14.54K | -3.7% | $573,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mariner, LLC | 14.22K | +1.3% | $560,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Focus Partners Wealth | 9.94K | +5.0% | $391,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 8.50K | Nieuw | $335,188 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 8.43K | +0.2% | $332,251 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 6.64K | +0.3% | $261,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 5.20K | -9.3% | $205,142 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 830 | +3672.7% | $32,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 357 | -82.4% | $14,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 80 | -32.2% | $3,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $335,188 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $903,833 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 4.07M aandelen, $136.82M 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.