BUXX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities -6.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | -3 | 2.73M | $55.24M | +1 | −4 |
| Q1 2026 | 15 | -1 | 2.66M | $53.96M | +4 | −5 |
| Q4 2025 | 16 | 0 | 1.54M | $31.14M | n/a | n/a |
| Q3 2025 | 1 | -1 | 289 | $5,861 | n/a | −1 |
| Q2 2025 | 1 | 0 | 25.52K | $518,546 | n/a | n/a |
| Q1 2025 | 1 | +1 | 60.13K | $1.22M | +1 | n/a |
| Q3 2024 | 1 | +1 | 45.94K | $932,251 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 1.27M | +98.9% | $25.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 509.31K | +13.1% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 189.65K | +729.1% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 156.99K | +311.7% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 132.08K | +3.3% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Tidal Investments LLC | 115.08K | Nieuw | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 91.29K | -32.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 82.84K | +372.8% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 35.32K | Nieuw | $714,972 | 0.0% | New | 1 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 34.01K | Nieuw | $688,613 | 0.0% | New | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 16.35K | 0.0% | $330,925 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 12.06K | Nieuw | $244,134 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 10.52K | -40.8% | $212,917 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cwm, Llc | 3.69K | -63.5% | $74,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 289 | 0.0% | $5,851 | 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
| Tidal Investments LLC | $2.33M | 0.0% |
| Citadel Advisors | $714,972 | 0.0% |
| Bank Of Montreal /Can/ | $688,613 | 0.0% |
| Fisher Asset Management | $244,134 | 0.0% |
Verlaten
| Focus Partners Wealth | $608,400 | was 0.0% |
| LPL Financial LLC | $500,980 | was 0.0% |
| Royal Bank Of Canada | $97,000 | was 0.0% |
| UBS Group AG | $15,484 | was 0.0% |
| Wells Fargo & Company/Mn | $6,457 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 13.61M aandelen, $267.55M 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.