AIVI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom -7.1% ·
netto nieuwe posities +5.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 50.79K | -11.5% | $2.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 50.79K | -11.5% | $2.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 46.90K | +4.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 15.44K | +0.4% | $863,044 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 7.24K | -7.2% | $407,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 5.21K | -1.3% | $293,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.81K | +14.0% | $270,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.81K | +14.0% | $270,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.14K | +69.1% | $232,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 4.14K | +69.1% | $232,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 4.00K | -1.2% | $225,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 3.73K | 0.0% | $210,224 | 0.0% | Held | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 2.60K | 0.0% | $145,080 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 1.21K | 0.0% | $68,123 | 0.0% | Held | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 663 | 0.0% | $37,327 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 200 | -84.9% | $11,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 131 | 0.0% | $7,375 | 0.0% | Held | 3 | SEC ↗ |
| 18 | UBS Group AG | 104 | Nieuw | $5,855 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 81 | Nieuw | $5,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 47 | 0.0% | $2,685 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Simplex Trading, Llc | 21 | +75.0% | $1,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| UBS Group AG | $5,855 | 0.0% |
| Royal Bank Of Canada | $5,000 | 0.0% |
Verlaten
| Jane Street Group, Llc | $406,172 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 284.83K aandelen, $13.23M 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.