BILZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom -25.4% ·
netto nieuwe posities +4.8%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 | 1.86M | $187.98M | +5 | −4 |
| Q1 2026 | 21 | +5 | 2.50M | $252.10M | +6 | −1 |
| Q4 2025 | 16 | -2 | 2.28M | $229.46M | — | −2 |
| Q3 2025 | 4 | +1 | 244.09K | $24.70M | +1 | — |
| Q1 2025 | 2 | +1 | 251.75K | $25.48M | +1 | — |
| Q4 2024 | 1 | 0 | 9.39K | $946,901 | — | — |
| Q3 2024 | 1 | 0 | 20.64K | $2.09M | — | — |
| Q2 2024 | 1 | — | 10.94K | $1.11M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 472.40K | -10.2% | $47.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Allianz Asset Management GmbH | 405.58K | -56.1% | $40.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 318.74K | +1.0% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 229.98K | -40.6% | $23.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 112.86K | +4.0% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 112.86K | +4.0% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 102.56K | +244.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 102.56K | +244.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Hrt Financial Lp | 64.46K | Nieuw | $6.50M | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 32.12K | -66.5% | $3.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 31.10K | -4.4% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 31.10K | -4.4% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 31.10K | -4.4% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Sei Investments Co | 25.25K | +71.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 19.10K | +42.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 18.01K | +18.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 18.01K | +18.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 14.82K | Nieuw | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 9.75K | -41.9% | $983,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 4.38K | -3.6% | $441,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 4.38K | -3.6% | $441,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 741 | Nieuw | $74,789 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 395 | 0.0% | $39,867 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 71 | 0.0% | $7,166 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 61 | Nieuw | $6,157 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 51 | 0.0% | $5,147 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 46 | Nieuw | $4,642 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $6.50M | 0.0% |
| Envestnet Asset Management Inc | $1.50M | 0.0% |
| UBS Group AG | $74,789 | 0.0% |
| Northwestern Mutual Wealth… | $6,157 | 0.0% |
| JPMorgan Chase | $4,642 | 0.0% |
Verlaten
| Jane Street Group, Llc | $796,552 | was 0.0% |
| Brown Advisory Inc | $346,327 | was 0.0% |
| Wells Fargo & Company/Mn | $45,638 | was 0.0% |
| Us Bancorp \De\ | $1,212 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 113 houders, 7.41M aandelen, $728.64M 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.