AGIX
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
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +12 | 7.62M | $357.41M | +15 | −3 |
| Q1 2026 | 12 | +5 | 1.87M | $61.12M | +6 | −1 |
| Q4 2025 | 7 | +1 | 438.24K | $15.91M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.70M | +935.4% | $267.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.70M | +935.4% | $267.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.02M | +315.1% | $48.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 200.49K | Nieuw | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 200.49K | Nieuw | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 200.49K | Nieuw | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 164.49K | Nieuw | $7.71M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 156.03K | +577.8% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Belvedere Trading LLC | 93.79K | Nieuw | $4.40M | 0.4% | New | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 50.00K | -93.8% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 41.82K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 35.34K | +77.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 35.16K | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 35.16K | Nieuw | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 31.56K | Nieuw | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 24.89K | -63.8% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 22.84K | Nieuw | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 7.29K | Nieuw | $341,705 | 0.0% | New | 1 | SEC ↗ |
| 19 | Group One Trading Llc | 7.05K | Nieuw | $330,434 | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 7.00K | Nieuw | $328,370 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cibc World Market Inc. | 6.40K | Nieuw | $299,955 | 0.0% | New | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 4.68K | Nieuw | $219,632 | 0.0% | New | 1 | SEC ↗ |
| 23 | Simplex Trading, Llc | 4.36K | +72.8% | $204,627 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 3.92K | -17.2% | $183,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 3.92K | -17.2% | $183,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 3.92K | -17.2% | $183,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 2.73K | Nieuw | $127,776 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 2.73K | Nieuw | $127,776 | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 675 | +166.8% | $32,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 123 | Nieuw | $5,767 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 0 | Nieuw | $4 | 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
| Osaic Holdings, Inc. | $9.40M | 0.0% |
| Osaic Holdings, Inc. | $9.40M | 0.0% |
| Osaic Holdings, Inc. | $9.40M | 0.0% |
| Envestnet Asset Management Inc | $7.71M | 0.0% |
| Belvedere Trading LLC | $4.40M | 0.4% |
| Cetera Investment Advisers | $1.96M | 0.0% |
| Stifel Financial Corp | $1.65M | 0.0% |
| Stifel Financial Corp | $1.65M | 0.0% |
| Wealth Enhancement Advisory… | $1.43M | 0.0% |
| Susquehanna International… | $1.07M | 0.0% |
| HighTower Advisors, LLC | $341,705 | 0.0% |
| Group One Trading Llc | $330,434 | 0.0% |
Verlaten
| Mariner, LLC | $4.26M | was 0.0% |
| Citadel Advisors | $603,034 | was 0.0% |
| Wells Fargo & Company/Mn | $9,831 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 42 houders, 2.20M aandelen, $69.99M 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.