BTZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.9% ·
aandelenstroom -3.3% ·
netto nieuwe posities -6.2%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 0 | 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 | Morgan Stanley ✦ | 5.12M | +1.5% | $51.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 4.59M | -13.6% | $46.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.51M | -0.1% | $15.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.25M | +25.2% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 1.01M | -7.8% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 867.64K | -12.8% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 762.22K | -12.4% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Allspring Global Investments… | 617.20K | +36.8% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 595.26K | -11.3% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 371.21K | +14.0% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 236.07K | +12.9% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | First Trust Advisors Lp | 209.68K | +59.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 105.82K | +46.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 97.45K | +24.7% | $984,245 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 77.41K | -0.3% | $781,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 74.35K | -4.1% | $750,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 53.55K | -13.6% | $540,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 52.67K | +2.7% | $532,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 51.81K | -22.4% | $523,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 40.90K | +22.3% | $413,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 27.83K | 0.0% | $281,103 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 22 | Commonwealth Equity Services, Llc | 27.44K | -0.6% | $277,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 25.89K | -7.2% | $253,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 24.00K | -24.6% | $242,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Nomura Holdings Inc | 23.00K | Nieuw | $232,300 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 17.06K | +2.5% | $172,265 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Northern Trust Corp | 12.00K | Nieuw | $121,200 | 0.0% | New | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 11.02K | Nieuw | $111,280 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 10.46K | -66.2% | $105,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 3.33K | Nieuw | $33,673 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.62K | 0.0% | $16,332 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Cwm, Llc | 611 | -78.4% | $6,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Nomura Holdings Inc | $232,300 | 0.0% |
| Northern Trust Corp | $121,200 | 0.0% |
| HighTower Advisors, LLC | $111,280 | 0.0% |
| Fifth Third Bancorp | $33,673 | 0.0% |
Verlaten
| Corient Private Wealth LP | $1.69M | was 0.0% |
| Goldman Sachs Group | $143,010 | was 0.0% |
| Millennium Management | $136,241 | was 0.0% |
| Citadel Advisors | $121,924 | was 0.0% |
| Assetmark, Inc | $17,815 | was 0.0% |
| JPMorgan Chase | $119 | was 0.0% |
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.