AGGY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 5.86K | $242,318 | +1 | n/a |
| Q2 2026 | 32 | +4 | 9.86M | $428.93M | +5 | −2 |
| Q1 2026 | 30 | -1 | 9.78M | $425.04M | +4 | −5 |
| Q4 2025 | 31 | 0 | 9.47M | $417.08M | n/a | n/a |
| Q3 2025 | 4 | 0 | 492.78K | $21.82M | n/a | n/a |
| Q2 2025 | 2 | 0 | 33.97K | $1.48M | n/a | n/a |
| Q1 2025 | 1 | 0 | 81.07K | $3.52M | n/a | n/a |
| Q4 2024 | 1 | 0 | 71.01K | $3.05M | n/a | n/a |
| Q3 2024 | 1 | +1 | 67.47K | $3.02M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.33M | n/a | $102.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.48M | n/a | $65.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 1.31M | n/a | $57.80M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 1.24M | n/a | $54.50M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 709.75K | n/a | $31.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 540.51K | n/a | $23.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 284.13K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 256.92K | n/a | $11.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 240.18K | +1.8% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 151.53K | n/a | $6.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 136.65K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 130.35K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 125.42K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 106.38K | -53.0% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 79.42K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 79.13K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 73.90K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 62.58K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 20.14K | n/a | $887,279 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 17.10K | n/a | $753,243 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 12.57K | n/a | $553,585 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Commonwealth Equity Services, Llc | 6.35K | n/a | $279,914 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 5.29K | -82.5% | $233,068 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 3.72K | n/a | $164,505 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 3.58K | n/a | $157,611 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 2.25K | n/a | $99,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Pnc Financial Services Group, Inc. | 431 | n/a | $18,986 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 162 | n/a | $7,137 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 96 | -9.4% | $4,237 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 162 houders, 16.90M aandelen, $731.71M 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.