Effectdossier · gearchiveerd kwartaal
AAAU
naam in afwachting van profielverwerking
41Gevolgde houders
+1Δ houders
5.97MGehouden aandelen
$236.24MGerapporteerde waarde
+6Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom -6.3% ·
netto nieuwe posities +2.4%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 |
|---|---|---|---|---|---|---|
| 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 |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.15M | -2.7% | $45.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 826.24K | -5.6% | $32.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 823.59K | +22.6% | $32.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Mirae Asset Global Investments Co.… | 511.60K | -19.6% | $20.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 412.63K | -0.2% | $16.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 393.24K | -7.4% | $15.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 274.73K | -8.6% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 210.76K | +123.7% | $8.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 9 | Goldman Sachs Group ✦ | 193.30K | -32.9% | $7.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 182.32K | -14.2% | $7.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 141.01K | -13.4% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 117.01K | Nieuw | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 100.81K | -10.9% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 80.02K | -50.3% | $3.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 63.33K | -14.0% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 59.20K | -4.7% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 51.59K | +46.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 49.59K | -10.7% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 41.10K | -41.3% | $1.63M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 40.10K | +541.6% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 38.70K | -38.4% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Tudor Investment Corp Et Al | 36.44K | -12.7% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 30.43K | +43.7% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 28.97K | -4.7% | $1.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 25 | Barclays Plc | 25.30K | Nieuw | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 22.00K | 0.0% | $870,540 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 19.34K | +5.8% | $765,482 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Franklin Resources Inc | 10.48K | Nieuw | $414,812 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 6.40K | -21.5% | $253,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 6.16K | -88.5% | $243,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 5.86K | -96.3% | $231,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 5.32K | -1.9% | $210,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.43K | -10.0% | $175,367 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 2.05K | 0.0% | $81,079 | 0.0% | Held | 5 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.80K | 0.0% | $71,226 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 36 | Us Bancorp \De\ | 1.00K | Nieuw | $39,570 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 659 | Nieuw | $26,446 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 652 | +21633.3% | $25,818 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 300 | Nieuw | $11,871 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 254 | +49.4% | $10,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | UBS Group AG | 166 | -97.5% | $6,569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $4.63M | 0.0% |
| Barclays Plc | $1.00M | 0.0% |
| Franklin Resources Inc | $414,812 | 0.0% |
| Us Bancorp \De\ | $39,570 | 0.0% |
| Jones Financial Companies Lllp | $26,446 | 0.0% |
| TD Waterhouse Canada Inc. | $11,871 | 0.0% |
Verlaten
| IMC-Chicago, LLC | $3.20M | was 0.0% |
| Simplex Trading, Llc | $369,520 | was 0.0% |
| Belvedere Trading LLC | $359,358 | was 0.0% |
| Wealth Enhancement Advisory… | $253,864 | was 0.0% |
| Group One Trading Llc | $139,124 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer 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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