Effectdossier · gearchiveerd kwartaal
BTC
naam in afwachting van profielverwerking
49Gevolgde houders
-1Δ houders
8.39MGehouden aandelen
$251.33MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.0% ·
aandelenstroom -6.9% ·
netto nieuwe posities -2.0%
· formule
Brede distributie: dalende aandelen en minder houders
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 | 2 | 0 | 37.31K | $1.35M | n/a | −1 |
| Q2 2026 | 49 | +2 | 7.65M | $198.82M | +5 | −4 |
| Q1 2026 | 49 | -1 | 8.39M | $251.33M | +3 | −4 |
| Q4 2025 | 50 | 0 | 9.01M | $349.83M | n/a | n/a |
| Q3 2025 | 7 | +1 | 2.85M | $144.28M | +1 | n/a |
| Q2 2025 | 4 | -1 | 2.05M | $97.87M | n/a | −1 |
| Q1 2025 | 3 | 0 | 1.82M | $66.56M | +1 | −1 |
| Q4 2024 | 3 | +3 | 862.72K | $36.12M | +3 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.08M | +41.2% | $62.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Tidal Investments LLC | 991.11K | +648.5% | $29.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 928.82K | +121.5% | $27.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 832.60K | -73.7% | $24.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 719.08K | +6288.4% | $21.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 360.10K | +3.6% | $10.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 282.13K | +40.2% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 227.90K | +23.2% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mariner, LLC | 222.40K | +23.3% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 203.57K | +315.0% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 194.60K | -86.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 155.86K | -17.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 110.93K | +123.9% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 91.77K | +7.2% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 88.28K | -9.3% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Franklin Resources Inc | 85.81K | +7.8% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Citadel Advisors ✦ | 82.61K | -33.0% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 79.85K | +0.8% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 68.94K | -3.0% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 59.34K | -2.8% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 51.98K | +78.2% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 46.44K | +13.9% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 41.95K | -39.8% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 41.16K | -69.6% | $1.23M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Cerity Partners LLC | 39.55K | -2.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | IMC-Chicago, LLC | 39.39K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 38.77K | +23.8% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 34.11K | +35.1% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 24.38K | +34.4% | $731,214 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 23.29K | -52.3% | $535,841 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 17.86K | -7.3% | $535,591 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Quantinno Capital Management LP | 17.10K | +158.1% | $512,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 16.79K | +30.0% | $503,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 15.33K | +12166.4% | $459,827 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 15.32K | -14.4% | $459,351 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Us Bancorp \De\ | 10.86K | -56.3% | $325,542 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Bank Of Montreal /Can/ | 9.80K | +5.5% | $293,842 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Brown Advisory Inc | 9.46K | -2.5% | $283,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 8.13K | -2.7% | $243,758 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | Stifel Financial Corp | 7.48K | +32.1% | $224,205 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Group One Trading Llc | 4.63K | Nieuw | $138,824 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cwm, Llc | 3.78K | +0.3% | $113,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 3.32K | -3.9% | $100,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | UBS Group AG | 1.52K | -0.6% | $45,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 465 | 0.0% | $13,986 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 346 | -1.4% | $10,377 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 210 | Nieuw | $6,130 | 0.0% | New | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passief) | 159 | 0.0% | $4,768 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Danske Bank A/S | 6 | 0.0% | $180 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| IMC-Chicago, LLC | $1.18M | 0.0% |
| Group One Trading Llc | $138,824 | 0.0% |
| Jones Financial Companies Lllp | $6,130 | 0.0% |
Verlaten
| Truist Financial Corp | $363,249 | was 0.0% |
| Financial Engines Advisors… | $315,495 | was 0.0% |
| Rockefeller Capital… | $160,342 | was 0.0% |
| National Bank Of Canada /Fi/ | $19,365 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 485 houders, 27.63M aandelen, $811.66M 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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