BBDO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom -1.6% ·
netto nieuwe posities -4.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 1.06M | $3.19M | +3 | −4 |
| Q1 2026 | 22 | +5 | 1.08M | $3.55M | +6 | −1 |
| Q4 2025 | 17 | 0 | 735.26K | $2.11M | +1 | −1 |
| Q3 2025 | 6 | 0 | 712.38K | $2.09M | n/a | n/a |
| Q2 2025 | 4 | 0 | 157.66K | $430,409 | +1 | −1 |
| Q1 2025 | 2 | +1 | 61.31K | $127,525 | +1 | n/a |
| Q4 2024 | 1 | -1 | 15.10K | $27,029 | n/a | −1 |
| Q3 2024 | 2 | +1 | 35.32K | $86,532 | +1 | n/a |
| Q2 2024 | 1 | n/a | 24.80K | $51,336 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 178.15K | +6.3% | $534,441 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 177.03K | +12.2% | $531,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 158.46K | -40.7% | $475,390 | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 4 | Citadel Advisors ✦ | 108.61K | Nieuw | $325,815 | 0.0% | New | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 107.78K | Nieuw | $323,355 | 0.0% | New | 1 | SEC ↗ |
| 6 | Neuberger Berman Group LLC | 95.01K | +18.1% | $285,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 41.63K | +18.9% | $124,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 39.38K | +1.3% | $118,130 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Mariner, LLC | 39.17K | +18.2% | $117,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 31.48K | +6.7% | $94,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 30.36K | -2.2% | $91,080 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Hrt Financial Lp | 29.28K | Nieuw | $87,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Franklin Resources Inc | 7.36K | +0.6% | $22,071 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 5.47K | +39.3% | $16,416 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 5.13K | -74.5% | $16,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Rhumbline Advisers | 3.38K | -50.6% | $10,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 2.00K | 0.0% | $5,960 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.92K | -66.1% | $5,770 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | UBS AM, a distinct business unit of… | 750 | 0.0% | $2,250 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 120 | -59.0% | $360 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 62 | +17.0% | $186 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $325,815 | 0.0% |
| Susquehanna International… | $323,355 | 0.0% |
| Hrt Financial Lp | $87,000 | 0.0% |
Verlaten
| Goldman Sachs Group | $547,157 | was 0.0% |
| Millennium Management | $79,210 | was 0.0% |
| Us Bancorp \De\ | $3,329 | was 0.0% |
| Citigroup Inc | $1,994 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 52 houders, 6.70M aandelen, $21.97M 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.