BYLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +10.5% ·
netto nieuwe posities +4.5%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 5.36M | $121.45M | +2 | −1 |
| Q1 2026 | 22 | +1 | 4.64M | $104.48M | +3 | −2 |
| Q4 2025 | 21 | 0 | 4.20M | $95.60M | n/a | n/a |
| Q3 2025 | 4 | 0 | 175.38K | $4.02M | n/a | n/a |
| Q2 2025 | 2 | 0 | 48.63K | $1.10M | n/a | n/a |
| Q1 2025 | 1 | 0 | 47.61K | $1.07M | n/a | n/a |
| Q4 2024 | 1 | +1 | 64.94K | $1.44M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.93K | $419,978 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.01M | +6.9% | $22.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 947.71K | +11.6% | $21.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Focus Partners Wealth | 427.13K | -19.6% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 397.86K | +4.4% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 369.87K | -2.0% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 364.64K | +57.7% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 325.84K | +8.9% | $7.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 272.35K | +37.5% | $6.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 240.84K | +14.6% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 102.49K | +325.5% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 87.94K | +17.8% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 60.92K | Nieuw | $1.37M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 17.65K | 0.0% | $397,742 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 7.63K | -0.9% | $172,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Us Bancorp \De\ | 2.16K | +40.8% | $48,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.73K | +0.1% | $38,875 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 635 | Nieuw | $14,167 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 520 | 0.0% | $11,716 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 476 | -78.0% | $10,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 364 | +36300.0% | $8,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 137 | Nieuw | $3,087 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 52 | 0.0% | $1,171 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.37M | 0.0% |
| Jones Financial Companies Lllp | $14,167 | 0.0% |
| UBS Group AG | $3,087 | 0.0% |
Verlaten
| Jane Street Group, Llc | $842,573 | was 0.0% |
| Citadel Advisors | $221,552 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 71 houders, 8.37M aandelen, $182.59M 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.