Effectdossier
BUI
naam in afwachting van profielverwerking
30Gevolgde houders
+6Δ houders
3.90MGehouden aandelen
$113.02MGerapporteerde waarde
+6Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +13.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 818.16K | +6.6% | $23.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 818.16K | +6.6% | $23.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 818.16K | +6.6% | $23.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 818.16K | +6.6% | $23.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 818.16K | +6.6% | $23.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 752.54K | +0.5% | $21.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 512.28K | +4.9% | $14.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 512.28K | +4.9% | $14.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 446.79K | +17.5% | $12.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 446.79K | +17.5% | $12.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 284.74K | +31.6% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 284.74K | +31.6% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 255.68K | +57.7% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 255.68K | +57.7% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 255.68K | +57.7% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 173.05K | +7.9% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 97.58K | -11.5% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 97.58K | -11.5% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 97.58K | -11.5% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 96.63K | +9.2% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 96.63K | +9.2% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 79.68K | -5.6% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 79.68K | -5.6% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 75.65K | +39.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 54.79K | +22.8% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 54.79K | +22.8% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 32.01K | -2.5% | $928,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 31.48K | +34.2% | $913,286 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | First Trust Advisors Lp | 31.23K | Nieuw | $906,138 | 0.0% | New | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 21.70K | -5.2% | $629,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 18.90K | +378.8% | $548,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 13.74K | Nieuw | $398,598 | 0.0% | New | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 13.74K | Nieuw | $398,598 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 13.27K | +32.7% | $384,963 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 13.25K | +0.5% | $384,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 11.95K | -11.8% | $346,734 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 11.95K | -11.8% | $346,734 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Creative Planning | 11.53K | Nieuw | $334,398 | 0.0% | New | 1 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 10.08K | Nieuw | $292,544 | 0.0% | New | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 9.40K | 0.0% | $272,694 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Sei Investments Co | 8.34K | Nieuw | $241,920 | 0.0% | New | 1 | SEC ↗ |
| 42 | Mariner, LLC | 6.93K | Nieuw | $201,150 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 6.67K | +42.8% | $193,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 5.16K | +21.8% | $149,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 4.75K | 0.0% | $137,798 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 224 | +0.5% | $6,498 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| First Trust Advisors Lp | $906,138 | 0.0% |
| Jane Street Group, Llc | $398,598 | 0.0% |
| Jane Street Group, Llc | $398,598 | 0.0% |
| Creative Planning | $334,398 | 0.0% |
| Envestnet Asset Management Inc | $292,544 | 0.0% |
| Sei Investments Co | $241,920 | 0.0% |
| Mariner, LLC | $201,150 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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: Q2 2026 ·
Methodologie ·
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