BATT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom -0.4% ·
netto nieuwe posities +4.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.05M | $16.17M | +2 | −2 |
| Q1 2026 | 21 | -1 | 1.06M | $15.74M | +1 | −2 |
| Q4 2025 | 22 | +1 | 751.95K | $10.38M | +1 | n/a |
| Q3 2025 | 2 | 0 | 44.43K | $577,201 | n/a | n/a |
| Q2 2025 | 1 | 0 | 48.92K | $456,950 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.36K | $44,789 | n/a | n/a |
| Q4 2024 | 1 | +1 | 9.78K | $86,073 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 387.51K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 88.20K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 87.78K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 39.73K | n/a | $548,324 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 36.18K | -7.5% | $499,298 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Royal Bank Of Canada | 22.27K | n/a | $307,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 22.21K | n/a | $306,546 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 19.12K | n/a | $263,808 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cwm, Llc | 15.16K | n/a | $209,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.31K | n/a | $183,720 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 8.68K | n/a | $119,715 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.04K | -5.3% | $69,501 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Simplex Trading, Llc | 3.27K | n/a | $45,167 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 1.56K | n/a | $21,473 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 803 | n/a | $11,081 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 500 | n/a | $6,900 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 401 | n/a | $5,540 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 100 | n/a | $1,380 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 70 | n/a | $966 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 45 | Nieuw | $621 | 0.0% | New | 1 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 13 | n/a | $179 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2 | n/a | $25 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fidelity (FMR) | $621 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 51 houders, 1.63M aandelen, $21.54M 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.