Effectdossier · gearchiveerd kwartaal
BIZD
naam in afwachting van profielverwerking
45Gevolgde houders
0Δ houders
35.99MGehouden aandelen
$455.74MGerapporteerde waarde
+5Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +10.8% · netto nieuwe posities -2.2% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 41.04K | $499,589 | +1 | −1 |
| Q2 2026 | 45 | 0 | 35.99M | $455.74M | +5 | −6 |
| 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 10.33M | +35.5% | $130.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 8.54M | +26.5% | $108.11M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Julius Baer & Co. Ltd, Zurich | 3.89M | +63.1% | $49.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.85M | -5.9% | $48.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 2.86M | +13.0% | $36.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 544.94K | +8.3% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Cerity Partners LLC | 543.39K | +39.5% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 476.15K | +26.3% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 463.77K | +23.4% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 441.76K | -75.7% | $5.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 426.51K | +25.4% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Millennium Management ✦ | 330.89K | Nieuw | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 289.12K | +5.5% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 256.72K | +0.9% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 243.90K | -88.5% | $3.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 237.45K | +44.9% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 234.15K | -5.0% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Lido Advisors, LLC | 229.25K | -59.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 156.48K | +51.0% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 153.89K | -18.4% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 148.23K | +63.4% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 136.14K | +34.9% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Jane Street Group, Llc | 133.38K | Nieuw | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 24 | Creative Planning | 132.95K | -4.9% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 128.71K | +291.5% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 97.32K | -8.6% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 93.27K | +40.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 80.00K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 75.70K | -22.2% | $958,425 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Hrt Financial Lp | 64.99K | Nieuw | $822,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 52.82K | +11.4% | $668,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 52.39K | +68.5% | $663,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Simplex Trading, Llc | 52.36K | Nieuw | $662,852 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 47.47K | -1.7% | $600,999 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 43.09K | -2.5% | $540,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Cibc World Market Inc. | 40.56K | 0.0% | $513,502 | 0.0% | Held | 3 | SEC ↗ |
| 37 | IMC-Chicago, LLC | 38.18K | Nieuw | $483,321 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 22.72K | +18.4% | $287,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 19.32K | +4.2% | $244,652 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 14.18K | +9.1% | $179,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 13.10K | -25.7% | $165,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 6.50K | 0.0% | $82,315 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.25K | +127.3% | $15,825 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Fidelity (FMR) ✦ | 649 | +1808.8% | $8,221 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Assetmark, Inc | 93 | +31.0% | $1,177 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Millennium Management | $4.19M | 0.0% |
| Jane Street Group, Llc | $1.69M | 0.0% |
| Hrt Financial Lp | $822,000 | 0.0% |
| Simplex Trading, Llc | $662,852 | 0.0% |
| IMC-Chicago, LLC | $483,321 | 0.0% |
Verlaten
| Gotham Asset Management | $3.90M | was 0.0% |
| HighTower Advisors, LLC | $3.01M | was 0.0% |
| Renaissance Technologies | $696,320 | was 0.0% |
| Brown Advisory Inc | $194,253 | was 0.0% |
| Jones Financial Companies Lllp | $33,847 | was 0.0% |
| Citigroup Inc | $90 | 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: Q2 2026 ·
Methodologie ·
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