BTT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.4% ·
aandelenstroom -1.8% ·
netto nieuwe posities +8.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 62.72K | $1.36M | n/a | n/a |
| Q2 2026 | 31 | -2 | 6.11M | $139.06M | +1 | −4 |
| Q1 2026 | 35 | +3 | 6.18M | $140.39M | +4 | −1 |
| Q4 2025 | 32 | 0 | 6.30M | $143.66M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.34M | $30.15M | +1 | −1 |
| Q2 2025 | 2 | +2 | 20.19K | $442,003 | +2 | n/a |
| Q3 2024 | 2 | +1 | 30.87K | $667,344 | +1 | n/a |
| Q2 2024 | 1 | n/a | 17.63K | $366,092 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.56M | 0.0% | $35.42M | 0.1% | Held | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.25M | +0.4% | $28.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Bank Of America Corp /De/ | 745.08K | -2.8% | $16.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 707.97K | +1.0% | $16.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 488.95K | +13.8% | $11.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 240.50K | -4.7% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 201.90K | -6.4% | $4.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 140.67K | -10.3% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 111.32K | -15.7% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 100.37K | -3.4% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 80.28K | -0.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 79.19K | -1.4% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 56.37K | -23.8% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 53.81K | +6.3% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Pnc Financial Services Group, Inc. | 51.73K | +17.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 51.56K | -7.3% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 41.57K | +67.2% | $943,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 30.78K | Nieuw | $698,729 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 28.92K | +213.6% | $656,393 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Cerity Partners LLC | 22.05K | -84.6% | $500,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 20.30K | +2.5% | $460,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 17.11K | -7.7% | $388,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 14.31K | 0.0% | $324,837 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 13.71K | -22.6% | $311,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Franklin Resources Inc | 13.25K | 0.0% | $300,775 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 12.00K | 0.0% | $272,400 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 11.53K | -60.6% | $261,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 11.01K | -0.6% | $249,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 9.82K | +7.6% | $222,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | GAMCO Investors ✦ | 9.45K | 0.0% | $214,515 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Fifth Third Bancorp | 5.12K | Nieuw | $116,111 | 0.0% | New | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 4.00K | -9.5% | $90,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.20K | Nieuw | $26,868 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 800 | Nieuw | $18,160 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1 | 0.0% | $15 | 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
| HighTower Advisors, LLC | $698,729 | 0.0% |
| Fifth Third Bancorp | $116,111 | 0.0% |
| JPMorgan Chase | $26,868 | 0.0% |
| Us Bancorp \De\ | $18,160 | 0.0% |
Verlaten
| Hrt Financial Lp | $302,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 25.20M aandelen, $536.39M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.