BUFQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +11.6% ·
netto nieuwe posities +5.0%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.86K | $279,612 | n/a | −1 |
| Q2 2026 | 19 | +1 | 17.33M | $680.44M | +1 | −1 |
| Q1 2026 | 20 | +1 | 15.68M | $553.80M | +2 | −1 |
| Q4 2025 | 19 | 0 | 14.05M | $503.56M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.40K | $48,651 | n/a | −1 |
| Q2 2025 | 1 | 0 | 9.15K | $303,846 | n/a | n/a |
| Q1 2025 | 1 | 0 | 24.47K | $730,614 | n/a | n/a |
| Q4 2024 | 1 | 0 | 12.56K | $394,635 | n/a | n/a |
| Q3 2024 | 1 | +1 | 17.99K | $546,088 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8.52M | +13.0% | $301.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.63M | +15.0% | $57.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.15M | +12.7% | $40.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 943.09K | -4.9% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 646.34K | +8.1% | $22.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 637.32K | -4.7% | $22.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 574.85K | +145.8% | $20.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 537.12K | +0.3% | $18.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 435.94K | -5.0% | $15.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 326.97K | -2.7% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 123.59K | +10.9% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 99.59K | -2.4% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 27.24K | Nieuw | $962,258 | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 7.54K | -8.9% | $266,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 7.18K | Nieuw | $253,492 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 6.92K | -64.2% | $245,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 3.56K | 0.0% | $125,704 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 992 | 0.0% | $35,037 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 100 | -90.4% | $3,532 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 0 | -100.0% | $7 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $962,258 | 0.0% |
| Mercer Global Advisors Inc… | $253,492 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $35,123 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 168 houders, 26.58M aandelen, $887.17M 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.