BATT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +4.0% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | 631.75K | +5.0% | $9.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 117.17K | +21.1% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 93.02K | +9.4% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 75.75K | +15.5% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 32.68K | +55.1% | $503,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 30.71K | +54.5% | $472,002 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 18.56K | -49.8% | $285,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 16.42K | Nieuw | $252,406 | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 16.08K | +16.6% | $247,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 13.16K | +70.6% | $202,269 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 3.82K | +63.9% | $58,773 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 12 | Bank Of Montreal /Can/ | 651 | +486.5% | $10,006 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 573 | +5.9% | $8,807 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | National Bank Of Canada /Fi/ | 500 | 0.0% | $7,685 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 408 | 0.0% | $6,284 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 347 | +76.1% | $5,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Simplex Trading, Llc | 326 | -95.3% | $5,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 13 | 0.0% | $199 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 13 | Nieuw | $198 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $13 | 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
| AQR Capital Management | $252,406 | 0.0% |
| JPMorgan Chase | $198 | 0.0% |
Verlaten
| Citadel Advisors | $767,565 | was 0.0% |
| HighTower Advisors, LLC | $451,532 | was 0.0% |
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.