BIGZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.0% ·
aandelenstroom +15.2% ·
netto nieuwe posities +10.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 20.87M | $188.45M | +4 | −2 |
| Q1 2026 | 28 | +3 | 19.18M | $126.59M | +5 | −2 |
| Q4 2025 | 25 | -1 | 16.64M | $109.68M | +1 | −2 |
| Q3 2025 | 4 | -2 | 5.47M | $36.68M | n/a | −2 |
| Q2 2025 | 4 | +2 | 60.31K | $442,661 | +2 | n/a |
| Q1 2025 | 1 | 0 | 35.14K | $219,970 | n/a | n/a |
| Q4 2024 | 1 | 0 | 35.14K | $261,434 | n/a | n/a |
| Q3 2024 | 1 | 0 | 50.75K | $383,185 | n/a | n/a |
| Q2 2024 | 1 | n/a | 113.74K | $822,340 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.04M | +37.7% | $66.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Lazard Asset Management Llc | 3.36M | -0.4% | $22.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 1.78M | -1.8% | $11.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 815.17K | -11.1% | $5.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 581.21K | -2.5% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 448.00K | +7.4% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 446.78K | -1.6% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 372.47K | -3.0% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Rockefeller Capital Management L.P. | 328.59K | 0.0% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 164.84K | Nieuw | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 158.17K | -9.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 115.08K | -65.2% | $759,495 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 103.85K | +44.5% | $685,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 85.58K | -8.6% | $564,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 77.89K | -13.9% | $514,088 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 69.62K | +32.2% | $459,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 62.87K | -29.7% | $414,912 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 30.45K | -13.4% | $191,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 24.66K | -39.6% | $162,776 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 22.00K | +64.5% | $145,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 21.92K | Nieuw | $144,670 | 0.0% | New | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 20.09K | -0.1% | $132,570 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Creative Planning | 16.96K | Nieuw | $111,949 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 9.97K | +2.0% | $65,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 8.66K | Nieuw | $57,143 | 0.0% | New | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 7.44K | +48.9% | $49,124 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 27 | Us Bancorp \De\ | 1.50K | Nieuw | $9,900 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.24K | 0.0% | $8,151 | 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
| Millennium Management | $1.09M | 0.0% |
| Commonwealth Equity Services… | $144,670 | 0.0% |
| Creative Planning | $111,949 | 0.0% |
| Fifth Third Bancorp | $57,143 | 0.0% |
| Us Bancorp \De\ | $9,900 | 0.0% |
Verlaten
| Citadel Advisors | $159,293 | was 0.0% |
| Bank of New York Mellon Corp | $71,025 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 109 houders, 31.83M aandelen, $201.44M 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.