BUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 999.25K | $58.92M | +1 | −2 |
| Q1 2026 | 20 | -1 | 999.17K | $54.02M | +2 | −3 |
| Q4 2025 | 21 | 0 | 997.63K | $54.97M | +1 | −1 |
| Q3 2025 | 4 | 0 | 11.46K | $599,512 | +1 | −1 |
| Q2 2025 | 3 | 0 | 7.43K | $366,002 | n/a | n/a |
| Q1 2025 | 1 | +1 | 10.11K | $444,014 | +1 | n/a |
| Q3 2024 | 1 | 0 | 29.41K | $1.36M | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.66K | $1.13M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 310.30K | n/a | $17.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 238.16K | n/a | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 117.55K | n/a | $6.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 113.50K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 67.85K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 38.60K | Nieuw | $2.13M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 28.51K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 26.41K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 23.19K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 14.26K | n/a | $785,363 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 6.86K | n/a | $377,620 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 5.93K | n/a | $339,372 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 2.64K | n/a | $145,548 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 1.56K | -31.3% | $85,885 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 764 | n/a | $42,089 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 742 | n/a | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 419 | +8.8% | $23,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 251 | n/a | $13,828 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 136 | n/a | $7,492 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1 | 0.0% | $97 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | n/a | $11 | 0.0% | n/c | 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 | $2.13M | 0.0% |
Verlaten
| Two Sigma Investments | $460,504 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 51 houders, 1.51M aandelen, $78.96M 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.