BETZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.5% ·
aandelenstroom +29.4% ·
netto nieuwe posities -14.3%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 15 | $244 | +1 | n/a |
| Q2 2026 | 16 | +3 | 369.48K | $6.90M | +4 | −1 |
| Q1 2026 | 14 | -2 | 112.07K | $2.00M | +3 | −5 |
| Q4 2025 | 16 | 0 | 86.60K | $1.82M | n/a | n/a |
| Q3 2025 | 3 | 0 | 5.20K | $124,237 | n/a | n/a |
| Q2 2025 | 1 | n/a | 721 | $17,135 | n/a | n/a |
| Q4 2024 | 1 | +1 | 488 | $9,248 | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.21K | $191,157 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 44.59K | Nieuw | $796,623 | 0.0% | New | 1 | SEC ↗ |
| 2 | Jane Street Group, Llc | 25.51K | -14.6% | $455,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 15.96K | -0.5% | $285,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 11.42K | -16.2% | $204,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.98K | +12.1% | $88,938 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Cwm, Llc | 3.73K | 0.0% | $66,689 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.50K | -19.6% | $62,499 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 1.07K | Nieuw | $19,187 | 0.0% | New | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 450 | -81.0% | $8,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 287 | +9.5% | $5,127 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 241 | Nieuw | $4,305 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 131 | -86.5% | $2,337 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 119 | +5.3% | $2,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 73 | 0.0% | $1,000 | 0.0% | Held | 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 | $796,623 | 0.0% |
| UBS Group AG | $19,187 | 0.0% |
| BlackRock | $4,305 | 0.0% |
Verlaten
| Wealthfront Advisers LLC | $207,555 | was 0.0% |
| Wells Fargo & Company/Mn | $14,686 | was 0.0% |
| Simplex Trading, Llc | $1,531 | was 0.0% |
| JPMorgan Chase | $1,469 | was 0.0% |
| Northwestern Mutual Wealth… | $420 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 256.15K aandelen, $3.03M 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.