BTZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom -1.0% ·
netto nieuwe posities +11.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +1 | 18.32M | $187.24M | +3 | −3 |
| Q1 2026 | 32 | -2 | 17.88M | $180.54M | +4 | −6 |
| Q4 2025 | 34 | +4 | 18.49M | $200.28M | +4 | n/a |
| Q3 2025 | 1 | -1 | 5.26M | $58.14M | n/a | −1 |
| Q2 2025 | 1 | n/a | 400 | $4,368 | n/a | n/a |
| Q4 2024 | 1 | 0 | 18.58K | $194,357 | n/a | n/a |
| Q3 2024 | 1 | +1 | 70.54K | $795,680 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.32M | n/a | $57.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 5.04M | -4.2% | $54.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.51M | n/a | $16.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 1.09M | n/a | $11.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 995.53K | n/a | $10.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 995.41K | n/a | $10.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 869.83K | n/a | $9.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 671.25K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Allspring Global Investments… | 451.24K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 325.58K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 209.03K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 156.01K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | First Trust Advisors Lp | 131.19K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 78.16K | n/a | $846,516 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 77.61K | n/a | $840,559 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 77.50K | n/a | $839,374 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 72.50K | n/a | $785,175 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 66.82K | n/a | $738,319 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 61.95K | n/a | $670,950 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Susquehanna International Group, Llp | 51.28K | n/a | $555,341 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 33.43K | n/a | $362,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 31.82K | n/a | $344,640 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 30.91K | n/a | $334,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 27.91K | n/a | $302,241 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 27.83K | n/a | $301,421 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Commonwealth Equity Services, Llc | 27.60K | n/a | $298,910 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 16.65K | n/a | $180,291 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 13.21K | Nieuw | $143,010 | 0.0% | New | 1 | SEC ↗ |
| 29 | Millennium Management ✦ | 12.58K | Nieuw | $136,241 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 11.26K | Nieuw | $121,924 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 2.83K | n/a | $31,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.65K | n/a | $17,815 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.62K | n/a | $17,512 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 11 | Nieuw | $119 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $143,010 | 0.0% |
| Millennium Management | $136,241 | 0.0% |
| Citadel Advisors | $121,924 | 0.0% |
| JPMorgan Chase | $119 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 154 houders, 33.37M aandelen, $259.14M 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.