Effectdossier · gearchiveerd kwartaal
AIPO
naam in afwachting van profielverwerking
36Gevolgde houders
+19Δ houders
3.59MGehouden aandelen
$119.84MGerapporteerde waarde
+21Nieuwe posities
−2Uitstappen
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
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +19 | 3.59M | $119.84M | +21 | −2 |
| Q1 2026 | 17 | +9 | 1.63M | $40.71M | +10 | −1 |
| Q4 2025 | 8 | 0 | 469.26K | $10.42M | — | — |
| Q3 2025 | 1 | +1 | 10.30K | $232,766 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 650.26K | +76.0% | $21.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 509.01K | +85.8% | $17.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 470.23K | +20.4% | $15.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 470.23K | +20.4% | $15.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 470.23K | +20.4% | $15.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 470.23K | +20.4% | $15.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 450.56K | +1038.9% | $15.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 450.56K | +1038.9% | $15.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 375.41K | +3.5% | $12.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Franklin Resources Inc | 254.91K | Nieuw | $8.52M | 0.0% | New | 1 | SEC ↗ |
| 11 | Franklin Resources Inc | 254.91K | Nieuw | $8.52M | 0.0% | New | 1 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 151.91K | Nieuw | $5.08M | 0.0% | New | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 147.39K | Nieuw | $4.92M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 86.24K | +880.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 86.24K | +880.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 55.45K | +193.6% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 55.45K | +193.6% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 54.18K | Nieuw | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 38.59K | Nieuw | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 37.71K | +57.5% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mirae Asset Global Investments Co.… | 37.51K | -33.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 36.49K | Nieuw | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 29.85K | Nieuw | $997,155 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 22.76K | +90944.0% | $760,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Hrt Financial Lp | 19.00K | Nieuw | $634,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 17.83K | Nieuw | $595,756 | 0.0% | New | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 16.11K | Nieuw | $538,295 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 15.13K | +5951.6% | $505,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 15.93K | +9.8% | $497,387 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 14.73K | -5.8% | $492,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 12.68K | Nieuw | $423,672 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 11.71K | +39.7% | $391,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 11.71K | +39.7% | $391,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 10.72K | Nieuw | $358,291 | 0.0% | New | 1 | SEC ↗ |
| 35 | Neuberger Berman Group LLC | 9.89K | Nieuw | $330,492 | 0.0% | New | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 9.20K | +0.6% | $294,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 8.47K | Nieuw | $282,849 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 5.88K | Nieuw | $196,317 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 4.25K | Nieuw | $138,207 | 0.0% | New | 1 | SEC ↗ |
| 40 | Simplex Trading, Llc | 2.73K | Nieuw | $91,209 | 0.0% | New | 1 | SEC ↗ |
| 41 | Belvedere Trading LLC | 2.35K | Nieuw | $78,413 | 0.0% | New | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.72K | Nieuw | $57,532 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.59K | Nieuw | $53,155 | 0.0% | New | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 80 | Nieuw | $2,672 | 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
| Franklin Resources Inc | $8.52M | 0.0% |
| Franklin Resources Inc | $8.52M | 0.0% |
| D. E. Shaw & Co. | $5.08M | 0.0% |
| Rockefeller Capital… | $4.92M | 0.0% |
| Envestnet Asset Management Inc | $1.81M | 0.0% |
| Mariner, LLC | $1.29M | 0.0% |
| LPL Financial LLC | $1.22M | 0.0% |
| Susquehanna International… | $997,155 | 0.0% |
| Hrt Financial Lp | $634,000 | 0.0% |
| Corient Private Wealth LP | $595,756 | 0.0% |
| AQR Capital Management | $538,295 | 0.0% |
| Creative Planning | $423,672 | 0.0% |
Verlaten
| Jane Street Group, Llc | $959,063 | was 0.0% |
| Assetmark, Inc | $2,496 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 2.71M aandelen, $66.73M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API