AGGY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.2% ·
aandelenstroom +3.3% ·
netto nieuwe posities -3.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 4 | 0 | 492.78K | $21.82M | — | — |
| Q2 2025 | 2 | 0 | 33.97K | $1.48M | — | — |
| Q1 2025 | 1 | 0 | 81.07K | $3.52M | — | — |
| Q4 2024 | 1 | 0 | 71.01K | $3.05M | — | — |
| Q3 2024 | 1 | +1 | 67.47K | $3.02M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.38M | +2.2% | $103.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.50M | +1.8% | $65.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 1.29M | +3.9% | $55.88M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 1.26M | -4.1% | $54.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 627.02K | -11.7% | $27.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 584.93K | +8.2% | $25.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 283.33K | +10.3% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 264.79K | -6.8% | $11.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 264.33K | +10.1% | $11.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 209.40K | +38.2% | $9.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 135.55K | -0.8% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 129.03K | -1.0% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 119.72K | +91.3% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 116.04K | -7.5% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 107.76K | +1.3% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 82.62K | +4.0% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Captrust Financial Advisors | 80.57K | +1.8% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 69.87K | +1220.6% | $3.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Jane Street Group, Llc | 68.19K | Nieuw | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 59.22K | Nieuw | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 54.21K | -26.6% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 29.80K | Nieuw | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 22.31K | +10.8% | $961,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 18.84K | +49.9% | $818,572 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Creative Planning | 17.12K | +0.1% | $743,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citigroup Inc | 3.85K | +7.7% | $167,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.94K | +30.4% | $128,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Fifth Third Bancorp | 1.85K | Nieuw | $80,252 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 478 | +195.1% | $20,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 330 | +243.8% | $14,317 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $2.96M | 0.0% |
| UBS AM, a distinct business… | $2.57M | 0.0% |
| Susquehanna International… | $1.29M | 0.0% |
| Fifth Third Bancorp | $80,252 | 0.0% |
Verlaten
| Corient Private Wealth LP | $2.79M | was 0.0% |
| Commonwealth Equity Services… | $279,914 | was 0.0% |
| Wealth Enhancement Advisory… | $164,505 | was 0.0% |
| Rockefeller Capital… | $46,752 | was 0.0% |
| Pnc Financial Services Group… | $18,986 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.