Effectdossier · gearchiveerd kwartaal
BIZD
naam in afwachting van profielverwerking
47Gevolgde houders
0Δ houders
32.72MGehouden aandelen
$418.76MGerapporteerde waarde
+7Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +8.2% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 41.22K | $501,922 | +1 | n/a |
| Q2 2026 | 46 | 0 | 36.08M | $456.88M | +5 | −5 |
| Q1 2026 | 47 | 0 | 32.72M | $418.76M | +7 | −7 |
| Q4 2025 | 46 | -3 | 30.22M | $428.68M | n/a | −3 |
| Q3 2025 | 8 | +3 | 6.55M | $97.80M | +3 | n/a |
| Q2 2025 | 2 | -1 | 19.38K | $315,522 | +1 | −2 |
| Q1 2025 | 2 | -1 | 303.40K | $5.08M | +1 | −2 |
| Q4 2024 | 3 | +1 | 568.99K | $9.46M | +2 | −1 |
| Q3 2024 | 2 | -1 | 417.83K | $6.92M | n/a | −1 |
| Q2 2024 | 3 | n/a | 1.51M | $25.84M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.62M | +30.8% | $97.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 6.75M | +6.3% | $86.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 4.09M | -7.3% | $52.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.53M | -1.2% | $32.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Julius Baer & Co. Ltd, Zurich | 2.39M | +42.8% | $30.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 2.12M | -5.8% | $27.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.82M | +29.5% | $23.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Lido Advisors, LLC | 562.36K | -2.1% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 503.03K | +2.0% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Cerity Partners LLC | 389.38K | +45.2% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 376.93K | -46.1% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Stifel Financial Corp | 376.00K | -5.4% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 340.13K | +16.3% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 304.44K | Nieuw | $3.90M | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 274.06K | +318.9% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 254.33K | -17.7% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 246.33K | +2.7% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 235.30K | +83.2% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 188.68K | -33.0% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 163.89K | -10.4% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Creative Planning | 139.76K | +106.7% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 106.51K | +15.9% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 103.60K | +103.7% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 100.89K | +2862.3% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 97.28K | +40.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 90.70K | Nieuw | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 80.00K | -20.0% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 66.25K | -8.2% | $847,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 54.40K | Nieuw | $696,320 | 0.0% | New | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 48.27K | -14.6% | $617,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 47.41K | +51.9% | $606,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 44.18K | -34.8% | $546,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cibc World Market Inc. | 40.56K | -22.5% | $519,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 32.87K | -83.8% | $420,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 31.10K | Nieuw | $389,061 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 19.18K | Nieuw | $245,556 | 0.0% | New | 1 | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 17.62K | n/a | $225,587 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 18.54K | -15.5% | $218,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Brown Advisory Inc | 15.18K | -8.5% | $194,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 13.00K | -0.5% | $166,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 6.50K | 0.0% | $83,226 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Cwm, Llc | 5.19K | -98.6% | $66,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 2.73K | Nieuw | $33,847 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 550 | +120.0% | $7,040 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Assetmark, Inc | 71 | 0.0% | $909 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 34 | -53.4% | $433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Citigroup Inc | 7 | Nieuw | $90 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Gotham Asset Management | $3.90M | 0.0% |
| D. E. Shaw & Co. | $1.16M | 0.0% |
| Renaissance Technologies | $696,320 | 0.0% |
| AQR Capital Management | $389,061 | 0.0% |
| Fifth Third Bancorp | $245,556 | 0.0% |
| Jones Financial Companies Lllp | $33,847 | 0.0% |
| Citigroup Inc | $90 | 0.0% |
Verlaten
| FIL Ltd | $5.07M | was 0.0% |
| Balyasny Asset Management L.P. | $1.24M | was 0.0% |
| Simplex Trading, Llc | $521,370 | was 0.0% |
| Jane Street Group, Llc | $198,208 | was 0.0% |
| Mercer Global Advisors Inc… | $147,924 | was 0.0% |
| Blair William & Co/Il | $16,846 | was 0.0% |
| Qube Research & Technologies… | $3,276 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 233 houders, 57.31M aandelen, $673.91M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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