AGGY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +25.3% ·
netto nieuwe posities +9.4%
· 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 | 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/ | 4.04M | +69.9% | $175.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.48M | -1.9% | $64.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 1.33M | +6.1% | $58.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 629.92K | +7.7% | $27.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 416.81K | +57.7% | $18.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 374.73K | +32.3% | $16.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 246.68K | -6.8% | $10.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 207.62K | -0.8% | $9.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 141.48K | +4.4% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 136.72K | +65.5% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 123.31K | +3.0% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 118.99K | +2.5% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 107.33K | -0.4% | $4.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 14 | Captrust Financial Advisors | 82.22K | +2.0% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 80.30K | +48.1% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 73.84K | Nieuw | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 65.63K | -49.1% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 59.22K | 0.0% | $2.57M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 29.96K | Nieuw | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 28.20K | +49.7% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 25.02K | +12.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 17.23K | -74.7% | $748,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 17.02K | -0.5% | $740,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 15.22K | -78.2% | $661,722 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 5.22K | Nieuw | $226,784 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 3.30K | +12.4% | $144,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 1.89K | +2.2% | $82,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 844 | Nieuw | $36,402 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 447 | +35.5% | $19,413 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 436 | -8.8% | $18,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citigroup Inc | 128 | -96.7% | $5,565 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 4 | Nieuw | $175 | 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
| Goldman Sachs Group | $3.21M | 0.0% |
| Corient Private Wealth LP | $1.30M | 0.0% |
| Commonwealth Equity Services… | $226,784 | 0.0% |
| Bank Of Montreal /Can/ | $36,402 | 0.0% |
| Rockefeller Capital… | $175 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $27.24M | was 0.0% |
| Susquehanna International… | $1.29M | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.