Effectdossier · gearchiveerd kwartaal
BUI
naam in afwachting van profielverwerking
24Gevolgde houders
0Δ houders
3.45MGehouden aandelen
$90.98MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.3% · netto nieuwe posities 0.0% — formule
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +6 | 3.90M | $113.02M | +6 | — |
| Q1 2026 | 24 | 0 | 3.45M | $90.98M | +2 | −2 |
| Q4 2025 | 24 | 0 | 3.44M | $88.39M | — | — |
| Q3 2025 | 1 | — | 649.67K | $17.00M | — | — |
| Q3 2024 | 1 | 0 | 9.23K | $229,156 | — | — |
| Q2 2024 | 1 | — | 9.23K | $204,422 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 767.60K | +3.8% | $20.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 767.60K | +3.8% | $20.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 767.60K | +3.8% | $20.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 767.60K | +3.8% | $20.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 767.60K | +3.8% | $20.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 748.56K | +0.5% | $19.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 488.31K | +6.0% | $12.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 488.31K | +6.0% | $12.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 380.24K | +3.6% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 380.24K | +3.6% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 216.45K | +10.2% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 216.45K | +10.2% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 162.12K | -1.4% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 162.12K | -1.4% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 162.12K | -1.4% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 160.32K | -4.8% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 110.31K | +1.7% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 110.31K | +1.7% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 110.31K | +1.7% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 88.49K | -10.3% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 88.49K | -10.3% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 88.49K | -10.3% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 84.38K | -2.0% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 84.38K | -2.0% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 54.31K | -13.6% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 44.60K | +1.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 44.60K | +1.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 32.83K | -7.6% | $865,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 23.45K | -9.0% | $618,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 22.91K | -4.1% | $604,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 13.56K | -56.2% | $357,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 13.56K | -56.2% | $357,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 13.19K | -0.8% | $347,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 10.00K | 0.0% | $263,800 | 0.0% | Held | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 9.40K | 0.0% | $247,972 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.75K | 0.0% | $125,305 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 4.67K | Nieuw | $123,327 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 4.24K | -71.3% | $111,854 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 3.95K | Nieuw | $102,096 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 3.95K | Nieuw | $102,096 | 0.0% | New | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 223 | 0.0% | $5,895 | 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
| Fifth Third Bancorp | $123,327 | 0.0% |
| JPMorgan Chase | $102,096 | 0.0% |
| JPMorgan Chase | $102,096 | 0.0% |
Verlaten
| First Trust Advisors Lp | $558,459 | was 0.0% |
| Jane Street Group, Llc | $202,514 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 75 houders, 4.87M aandelen, $124.49M 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: Q1 2026 ·
Methodologie ·
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