AGZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.1% ·
aandelenstroom +1.7% ·
netto nieuwe posities +5.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -2 | 1.99M | $217.98M | +2 | −5 |
| Q1 2026 | 38 | +3 | 2.38M | $260.76M | +4 | −1 |
| Q4 2025 | 35 | +2 | 2.23M | $246.27M | +2 | n/a |
| Q3 2025 | 3 | -1 | 91.49K | $10.10M | n/a | −1 |
| Q2 2025 | 2 | 0 | 60.24K | $6.61M | n/a | n/a |
| Q1 2025 | 1 | 0 | 35.47K | $3.88M | n/a | n/a |
| Q4 2024 | 1 | 0 | 69.91K | $7.55M | n/a | n/a |
| Q3 2024 | 1 | +1 | 2.41K | $265,843 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 474.52K | n/a | $52.32M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 426.88K | n/a | $47.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 291.53K | n/a | $32.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank of New York Mellon Corp | 250.75K | n/a | $27.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Asset Management One Co., Ltd. | 103.60K | n/a | $11.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 87.96K | n/a | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 75.00K | -2.9% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 66.62K | n/a | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 61.07K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 48.09K | n/a | $5.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 43.09K | n/a | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 38.68K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 36.86K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Pnc Financial Services Group, Inc. | 27.18K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Tidal Investments LLC | 26.43K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 25.90K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 24.64K | Nieuw | $2.72M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 23.40K | Nieuw | $2.58M | 0.0% | New | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 18.24K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mirae Asset Global Investments Co.… | 16.09K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 12.46K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 11.87K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 9.28K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 9.03K | n/a | $995,007 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 6.52K | -53.5% | $719,050 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Baird Financial Group, Inc. | 4.38K | n/a | $482,895 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 3.73K | n/a | $411,454 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Royal Bank Of Canada | 3.33K | n/a | $367,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Focus Partners Wealth | 3.08K | n/a | $340,109 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 1.90K | n/a | $210,025 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 666 | n/a | $73,439 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 499 | n/a | $55,015 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 224 | -12.5% | $24,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 142 | n/a | $15,656 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 92 | n/a | $10,143 | 0.0% | n/c | 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 | $2.72M | 0.0% |
| Citadel Advisors | $2.58M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 145 houders, 3.69M aandelen, $404.03M 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.