Effectdossier · gearchiveerd kwartaal
BSTZ
naam in afwachting van profielverwerking
41Gevolgde houders
+4Δ houders
9.87MGehouden aandelen
$218.32MGerapporteerde waarde
+4Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.8% ·
aandelenstroom +5.6% ·
netto nieuwe posities +9.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.41M | +13.7% | $75.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | UBS Group AG | 1.20M | +4.3% | $26.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 975.39K | +1.7% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 936.25K | +1.8% | $20.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 925.94K | -3.8% | $20.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Lazard Asset Management Llc | 677.99K | -0.6% | $15.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 301.95K | -2.6% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 221.16K | +130.9% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 199.62K | -4.0% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 140.06K | -5.9% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 138.07K | -32.6% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 91.24K | -0.3% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 86.59K | Nieuw | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 66.71K | +4.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 65.41K | -31.4% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 59.28K | +81.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 55.91K | -3.9% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 38.30K | -17.7% | $848,285 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 31.07K | -52.5% | $688,195 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Quantinno Capital Management LP | 29.90K | +4.7% | $662,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 28.17K | -10.4% | $623,912 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Creative Planning | 21.79K | +141.5% | $482,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 21.49K | -11.6% | $476,048 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Hrt Financial Lp | 21.00K | Nieuw | $465,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 20.47K | +67.4% | $448,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 15.52K | 0.0% | $343,724 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Captrust Financial Advisors | 12.63K | 0.0% | $279,823 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 10.03K | +60.0% | $222,142 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Citadel Advisors ✦ | 9.73K | -47.7% | $215,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 9.65K | -8.7% | $213,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citigroup Inc | 8.07K | +21.7% | $178,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 5.84K | -17.9% | $129,312 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 5.28K | +5.5% | $116,863 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 34 | Corient Private Wealth LP | 17.88K | -67.9% | $87,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 2.57K | Nieuw | $57,003 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 807 | 0.0% | $17,116 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 766 | +342.8% | $16,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 680 | 0.0% | $15,062 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Cwm, Llc | 623 | +0.8% | $13,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 200 | — | $4,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 187 | Nieuw | $4,142 | 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
| Millennium Management | $1.92M | 0.0% |
| Hrt Financial Lp | $465,000 | 0.0% |
| Fifth Third Bancorp | $57,003 | 0.0% |
| UBS AM, a distinct business… | $4,142 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 132 houders, 20.96M aandelen, $446.87M 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 verder het vaakst 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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