AGEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.09M | Nieuw | $53.74M | 0.0% | New | 1 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 83.70K | +45.6% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 51.42K | +20.0% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 49.08K | -11.9% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 34.04K | Nieuw | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 31.04K | +15.3% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 11.06K | +31.8% | $545,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 10.24K | -5.5% | $505,503 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 9.11K | -0.8% | $449,748 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Corient Private Wealth LP | 8.53K | Nieuw | $421,224 | 0.0% | New | 1 | SEC ↗ |
| 11 | Cerity Partners LLC | 8.13K | 0.0% | $401,706 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 5.26K | 0.0% | $259,689 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 4.74K | -40.7% | $234,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 4.34K | Nieuw | $210,267 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 4.10K | Nieuw | $202,612 | 0.0% | New | 1 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 504 | Nieuw | $24,638 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 429 | 0.0% | $21,184 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 58 | Nieuw | $2,825 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | -100.0% | $33 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 8 | Nieuw | $0 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank of New York Mellon Corp | $53.74M | 0.0% |
| Cetera Investment Advisers | $1.68M | 0.0% |
| Corient Private Wealth LP | $421,224 | 0.0% |
| Wealth Enhancement Advisory… | $210,267 | 0.0% |
| Mml Investors Services, Llc | $202,612 | 0.0% |
| National Bank Of Canada /Fi/ | $24,638 | 0.0% |
| Jones Financial Companies Lllp | $2,825 | 0.0% |
| Royal Bank Of Canada | $0 | 0.0% |
Verlaten
| Susquehanna International… | $222,251 | was 0.0% |
| Jane Street Group, Llc | $206,552 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.