BEAT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +6.2%
— 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 | 16 | +1 | 4.45M | $3.33M | +3 | −2 |
| Q1 2026 | 15 | -3 | 3.25M | $3.95M | — | −3 |
| Q4 2025 | 17 | -1 | 3.19M | $7.63M | — | −1 |
| Q3 2025 | 7 | -1 | 1.69M | $2.79M | — | −1 |
| Q2 2025 | 5 | +1 | 1.57M | $1.96M | +1 | — |
| Q1 2025 | 2 | 0 | 325.74K | $654,872 | — | — |
| Q4 2024 | 2 | 0 | 320.21K | $736,637 | — | — |
| Q3 2024 | 1 | 0 | 233.40K | $541,602 | — | — |
| Q2 2024 | 1 | — | 213.09K | $547,776 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 2.14M | +78.5% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 987.84K | +10.0% | $740,878 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 987.84K | +10.0% | $740,878 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 987.84K | +10.0% | $740,878 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 479.39K | +27.1% | $359,585 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 479.39K | +27.1% | $359,585 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 7 | UBS Group AG | 302.75K | -10.2% | $224,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 302.75K | -10.2% | $224,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 302.75K | -10.2% | $224,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 302.75K | -10.2% | $224,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 134.43K | +26.9% | $100,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 134.43K | +26.9% | $100,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passief) | 125.47K | 0.0% | $94,105 | 0.0% | Held | 7 | SEC ↗ |
| 14 | Northern Trust Corp | 101.13K | +73.9% | $75,847 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 57.05K | -2.6% | $42,784 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Stifel Financial Corp | 51.00K | 0.0% | $38,250 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 51.00K | 0.0% | $38,250 | 0.0% | Held | 3 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 20.63K | +94.1% | $15,473 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | CIBC Bancorp USA Inc. | 20.63K | +94.1% | $15,473 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 15.00K | 0.0% | $11,250 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 12.93K | Nieuw | $9,695 | 0.0% | New | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 10.72K | Nieuw | $8,040 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 2.69K | Nieuw | $2,021 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 8.50K | 0.0% | $960 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 8.50K | 0.0% | $960 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.00K | 0.0% | $750 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $9,695 | 0.0% |
| Commonwealth Equity Services… | $8,040 | 0.0% |
| Barclays Plc | $2,021 | 0.0% |
Verlaten
| Royal Bank Of Canada | $4,000 | was 0.0% |
| Citigroup Inc | $283 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 6 houders, 553.97K aandelen, $66,532 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.