Effectdossier
BSTZ
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
9.75MGehouden aandelen
$292.73MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.5% · netto nieuwe posities -2.6% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.34M | -2.2% | $100.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | UBS Group AG | 1.13M | -5.9% | $34.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 993.06K | +7.2% | $29.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 941.19K | -3.5% | $28.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Invesco Ltd. | 844.91K | -9.8% | $25.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Lazard Asset Management Llc | 677.99K | 0.0% | $20.36M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 315.03K | +4.3% | $9.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Rockefeller Capital Management L.P. | 283.24K | +28.1% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 193.38K | -3.1% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 176.99K | +28.2% | $5.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 150.76K | +7.7% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 94.56K | +3.6% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 75.65K | +13.4% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 53.78K | -9.3% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 52.13K | -6.8% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 50.64K | +32.2% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Ameriprise Financial Inc | 37.72K | +33.9% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 37.59K | Nieuw | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 33.39K | +55.4% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Millennium Management ✦ | 31.97K | -63.1% | $959,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 31.39K | +5.0% | $942,498 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 25.52K | -17.9% | $766,280 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 24.33K | +150.2% | $730,690 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Hrt Financial Lp | 24.28K | +15.6% | $729,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 22.62K | +45.8% | $679,219 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Mariner, LLC | 19.03K | -7.0% | $571,364 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 17.88K | 0.0% | $536,966 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Creative Planning | 13.06K | -40.1% | $392,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 12.63K | 0.0% | $379,372 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 11.80K | +17.6% | $354,234 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Focus Partners Wealth | 11.07K | +14.7% | $332,425 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citigroup Inc | 7.95K | -1.5% | $238,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 5.84K | 0.0% | $175,315 | 0.0% | Held | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 5.00K | -5.2% | $150,150 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Fifth Third Bancorp | 2.49K | -3.1% | $74,849 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 1.14K | +48.2% | $34,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 807 | 0.0% | $23,702 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Us Bancorp \De\ | 680 | 0.0% | $20,420 | 0.0% | Held | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 187 | 0.0% | $5,616 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mercer Global Advisors Inc… | $1.13M | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.45M | was 0.0% |
| Jones Financial Companies Lllp | $4,430 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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