AAAU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.8% ·
aandelenstroom -0.8% ·
netto nieuwe posities +2.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 300 | $12,345 | n/a | n/a |
| Q2 2026 | 41 | +1 | 5.97M | $236.24M | +6 | −5 |
| Q1 2026 | 41 | +4 | 6.38M | $294.69M | +5 | −1 |
| Q4 2025 | 37 | +1 | 6.00M | $255.19M | +1 | n/a |
| Q3 2025 | 6 | 0 | 498.43K | $19.00M | n/a | n/a |
| Q2 2025 | 4 | 0 | 178.86K | $5.85M | n/a | n/a |
| Q1 2025 | 2 | 0 | 863.64K | $26.67M | n/a | n/a |
| Q4 2024 | 2 | 0 | 272.20K | $7.06M | n/a | n/a |
| Q3 2024 | 2 | 0 | 240.42K | $6.26M | n/a | n/a |
| Q2 2024 | 2 | n/a | 128.81K | $2.96M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 994.24K | n/a | $42.30M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 909.85K | n/a | $38.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 698.37K | n/a | $29.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mirae Asset Global Investments Co.… | 571.60K | n/a | $24.32M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 535.87K | n/a | $22.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Cetera Investment Advisers | 401.41K | n/a | $17.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 367.06K | n/a | $15.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 196.19K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 150.76K | -4.2% | $6.42M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 141.36K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 129.34K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 113.50K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 105.46K | -39.4% | $4.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 87.80K | Nieuw | $3.74M | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 79.10K | -41.6% | $3.37M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Mariner, LLC | 71.03K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 69.42K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 55.70K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 53.33K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 53.29K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 46.01K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Tudor Investment Corp Et Al | 38.90K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Neuberger Berman Group LLC | 22.00K | n/a | $936,100 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 20.78K | -15.7% | $884,360 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | UBS Group AG | 17.80K | n/a | $757,262 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Truist Financial Corp | 16.88K | n/a | $718,244 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 11.06K | n/a | $471,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Simplex Trading, Llc | 8.27K | n/a | $352,016 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 6.76K | n/a | $287,851 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Belvedere Trading LLC | 5.20K | n/a | $221,388 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 5.04K | +1.0% | $214,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 4.95K | n/a | $210,708 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 2.65K | n/a | $119,746 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 2.35K | n/a | $99,930 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | BlackRock ✦ (passief) | 2.05K | +6.6% | $87,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.83K | n/a | $77,867 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Northwestern Mutual Wealth… | 28 | n/a | $1,191 | 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 | $3.74M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 246 houders, 21.39M aandelen, $933.83M 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.