BUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.7% · netto nieuwe posities -5.3% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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. | 325.77K | +5.4% | $19.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 262.74K | -4.9% | $15.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 92.23K | -3.7% | $5.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 88.97K | -23.1% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 68.33K | +77.0% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 68.08K | +8.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 56.47K | +128.6% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 22.06K | -15.6% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 5.64K | -13.0% | $332,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 5.02K | +90.1% | $295,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 983 | 0.0% | $57,958 | 0.0% | Held | 5 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 764 | 0.0% | $45,045 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Fifth Third Bancorp | 700 | 0.0% | $41,272 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 576 | 0.0% | $33,971 | 0.0% | Held | 5 | SEC ↗ |
| 15 | Royal Bank Of Canada | 484 | -35.1% | $29,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 217 | 0.0% | $12,794 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 136 | 0.0% | $8,019 | 0.0% | Held | 3 | SEC ↗ |
| 18 | UBS Group AG | 86 | Nieuw | $5,071 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $32 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS Group AG | $5,071 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.40M | was 0.0% |
| Citadel Advisors | $586,659 | 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.