AGEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.5% ·
aandelenstroom -11.8% ·
netto nieuwe posities -14.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 57.50K | -5.9% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Truist Financial Corp | 55.74K | -2.9% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 42.84K | +11.7% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 26.91K | +4.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 10.83K | -24.4% | $439,228 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 9.19K | +64.0% | $372,620 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 8.39K | Nieuw | $340,252 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 8.13K | 0.0% | $329,989 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 7.99K | -6.9% | $324,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 5.48K | -51.0% | $222,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 5.26K | Nieuw | $213,327 | 0.0% | New | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 5.09K | -82.4% | $206,552 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 3.35K | +163.7% | $135,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 429 | 0.0% | $17,402 | 0.0% | Held | 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 | $340,252 | 0.0% |
| Fifth Third Bancorp | $213,327 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $443,804 | was 0.0% |
| HighTower Advisors, LLC | $210,876 | was 0.0% |
| Bank Of America Corp /De/ | $98,342 | was 0.0% |
| Royal Bank Of Canada | $4,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 2.67M aandelen, $108.19M 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.