BUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom +0.2% ·
netto nieuwe posities -5.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij 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 | 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. | 309.02K | -0.4% | $16.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 276.22K | +16.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 115.62K | +1.9% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 95.75K | -18.6% | $5.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 63.03K | -7.1% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 38.60K | 0.0% | $2.09M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 26.14K | -8.3% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 25.99K | +12.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 24.70K | -6.5% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 10.85K | Nieuw | $586,659 | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 6.48K | -5.4% | $350,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 2.64K | -0.1% | $142,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 983 | -37.0% | $53,141 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 764 | 0.0% | $41,302 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 746 | +0.5% | $40,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 700 | Nieuw | $37,842 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 576 | +37.5% | $31,148 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 217 | -13.6% | $11,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 136 | 0.0% | $7,352 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | n/a | $37 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $586,659 | 0.0% |
| Fifth Third Bancorp | $37,842 | 0.0% |
Verlaten
| Susquehanna International… | $785,363 | was 0.0% |
| Wealth Enhancement Advisory… | $339,372 | was 0.0% |
| Morgan Stanley | $97 | 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.