BUFF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +21.7% · netto nieuwe posities -4.8% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 5.42M | $285.66M | +2 | −3 |
| Q1 2026 | 23 | +2 | 4.65M | $229.60M | +3 | −1 |
| Q4 2025 | 21 | 0 | 4.66M | $232.18M | +1 | −1 |
| Q3 2025 | 3 | n/a | 13.60K | $664,190 | n/a | n/a |
| Q4 2024 | 1 | 0 | 4.62K | $207,709 | n/a | n/a |
| Q3 2024 | 1 | 0 | 22.77K | $1.00M | n/a | n/a |
| Q2 2024 | 1 | n/a | 18.13K | $777,414 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.95M | +16.9% | $102.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.18M | +2.1% | $61.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 658.70K | +4.3% | $34.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 568.58K | +122.4% | $29.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 279.90K | +11.7% | $14.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 261.08K | Nieuw | $13.75M | 0.0% | New | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 224.57K | +1.4% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 109.61K | +23.9% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 51.82K | -14.2% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 43.87K | +160.7% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 21.49K | +4.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 20.82K | -0.9% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 20.63K | +0.9% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Creative Planning | 17.93K | -11.3% | $944,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 9.72K | -42.7% | $512,155 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Empower Advisory Group, LLC | 4.41K | 0.0% | $232,477 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.31K | +683.4% | $121,743 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.54K | +6.8% | $80,709 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 664 | +654.5% | $34,954 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 516 | Nieuw | $27,183 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | n/a | $22 | 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
| UBS Group AG | $13.75M | 0.0% |
| Fifth Third Bancorp | $27,183 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $9.39M | was 0.0% |
| Jane Street Group, Llc | $357,481 | was 0.0% |
| Jones Financial Companies Lllp | $7,997 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 150 houders, 11.57M aandelen, $543.53M 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.