BUFG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +10.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 113.94K | $3.44M | n/a | −1 |
| Q2 2026 | 16 | +2 | 4.46M | $130.82M | +3 | −1 |
| Q1 2026 | 15 | 0 | 4.56M | $122.46M | +2 | −2 |
| Q4 2025 | 15 | 0 | 4.12M | $113.34M | n/a | n/a |
| Q3 2025 | 2 | 0 | 33.22K | $894,973 | n/a | n/a |
| Q2 2025 | 1 | 0 | 17.21K | $439,492 | n/a | n/a |
| Q1 2025 | 1 | 0 | 43.34K | $1.03M | n/a | n/a |
| Q4 2024 | 1 | +1 | 21.85K | $535,399 | +1 | n/a |
| Q2 2024 | 1 | n/a | 37.92K | $879,721 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.07M | +49.6% | $28.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.05M | +2.8% | $28.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 725.77K | +4.0% | $19.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 410.50K | -0.4% | $11.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 401.20K | +37.4% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Assetmark, Inc | 269.97K | +7.2% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 262.83K | -6.1% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 192.27K | +8.7% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 106.28K | -3.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 52.26K | +25.2% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 9.86K | -54.0% | $264,893 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 9.83K | Nieuw | $264,061 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 755 | -78.0% | $19,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 422 | 0.0% | $11,000 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 385 | Nieuw | $10,341 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Raymond James Financial Inc | $264,061 | 0.0% |
| Northwestern Mutual Wealth… | $10,341 | 0.0% |
Verlaten
| Mml Investors Services, Llc | $1.94M | was 0.0% |
| Citadel Advisors | $680,404 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 8.41M aandelen, $219.25M 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.