AGZD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom -9.5% ·
netto nieuwe posities +5.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 1.40M | $31.55M | +1 | −2 |
| Q1 2026 | 18 | +1 | 1.24M | $27.93M | +2 | −1 |
| Q4 2025 | 17 | +1 | 1.37M | $30.78M | +1 | n/a |
| Q3 2025 | 4 | 0 | 54.15K | $1.22M | n/a | n/a |
| Q2 2025 | 2 | 0 | 23.28K | $517,603 | n/a | n/a |
| Q1 2025 | 1 | +1 | 51.48K | $1.15M | +1 | n/a |
| Q3 2024 | 1 | 0 | 26.50K | $594,085 | n/a | n/a |
| Q2 2024 | 1 | n/a | 57.58K | $1.28M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 406.06K | +3.7% | $9.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 248.48K | +26.5% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Captrust Financial Advisors | 205.48K | +5.7% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 72.50K | +72.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 67.44K | -0.9% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 57.21K | -11.5% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 51.62K | +369.1% | $1.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 39.64K | -85.6% | $893,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 35.30K | -4.2% | $796,978 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 22.33K | Nieuw | $503,529 | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 15.53K | -55.1% | $350,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 9.16K | -7.1% | $206,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 5.13K | -17.1% | $115,076 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 2.02K | Nieuw | $45,636 | 0.0% | New | 1 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 928 | 0.0% | $20,917 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | 0.0% | $32 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1 | 0.0% | $28 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1 | -93.3% | $23 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $503,529 | 0.0% |
| Rockefeller Capital… | $45,636 | 0.0% |
Verlaten
| Goldman Sachs Group | $829,269 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 46 houders, 2.53M aandelen, $56.80M 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.