AGGH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom +18.7% ·
netto nieuwe posities +11.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 501.58K | $9.51M | +1 | n/a |
| Q2 2026 | 17 | +2 | 3.24M | $65.41M | +6 | −4 |
| Q1 2026 | 15 | +2 | 2.73M | $55.58M | +5 | −3 |
| Q4 2025 | 13 | -2 | 2.23M | $46.25M | n/a | −2 |
| Q3 2025 | 3 | +1 | 36.82K | $762,523 | +1 | n/a |
| Q1 2025 | 1 | 0 | 59.58K | $1.26M | n/a | n/a |
| Q4 2024 | 1 | 0 | 96.95K | $2.00M | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.56K | $424,734 | n/a | n/a |
| Q2 2024 | 1 | n/a | 10.07K | $209,074 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.35M | +12.8% | $27.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.14M | +41.6% | $23.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 471.44K | +12.4% | $9.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Commonwealth Equity Services, Llc | 74.43K | +25.9% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 43.26K | Nieuw | $872,615 | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 38.12K | -53.5% | $768,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 30.93K | Nieuw | $623,919 | 0.0% | New | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 27.70K | +19.4% | $558,709 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 19.07K | Nieuw | $384,743 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 17.62K | 0.0% | $355,444 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 12.27K | -6.6% | $248,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | JPMorgan Chase ✦ | 8.61K | +42.4% | $174,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 2.40K | Nieuw | $48,408 | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 1.16K | Nieuw | $23,478 | 0.0% | New | 1 | SEC ↗ |
| 15 | Fifth Third Bancorp | 725 | 0.0% | $14,623 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 565 | 0.0% | $11,411 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 519 | Nieuw | $10,499 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Raymond James Financial Inc | $872,615 | 0.0% |
| Bank Of America Corp /De/ | $623,919 | 0.0% |
| Goldman Sachs Group | $384,743 | 0.0% |
| Pnc Financial Services Group… | $48,408 | 0.0% |
| Us Bancorp \De\ | $23,478 | 0.0% |
| Jones Financial Companies Lllp | $10,499 | 0.0% |
Verlaten
| Cetera Investment Advisers | $880,230 | was 0.0% |
| Citadel Advisors | $822,344 | was 0.0% |
| Wealth Enhancement Advisory… | $432,453 | was 0.0% |
| UBS Group AG | $2,238 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 15.65M aandelen, $303.54M 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.