AMJB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.5% ·
aandelenstroom -2.4% ·
netto nieuwe posities -10.5%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 7.31M | $251.89M | +2 | −1 |
| Q1 2026 | 19 | -2 | 7.25M | $251.54M | +1 | −3 |
| Q4 2025 | 20 | +2 | 3.72M | $111.16M | +2 | — |
| Q3 2025 | 3 | -1 | 4.42M | $130.37M | — | −1 |
| Q2 2025 | 1 | 0 | 12.27K | $371,230 | — | — |
| Q1 2025 | 1 | +1 | 100.93K | $3.28M | +1 | — |
| Q3 2024 | 1 | +1 | 75.97K | $2.16M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 3.71M | — | $128.15M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | CIBC Bancorp USA Inc. | 3.71M | — | $128.15M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 2.16M | -7.8% | $75.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 509.23K | +1.4% | $17.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 342.17K | +4.3% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 342.17K | +4.3% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 342.17K | +4.3% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 267.87K | -4.3% | $9.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 61.70K | +13083.8% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 55.14K | +0.4% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 55.14K | +0.4% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 55.14K | +0.4% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 46.78K | +1.4% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Creative Planning | 24.57K | -17.6% | $849,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 17.38K | +4.2% | $600,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 12.59K | +0.7% | $435,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.59K | +0.7% | $435,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 9.05K | 0.0% | $312,893 | 0.0% | Held | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 7.57K | -20.5% | $261,764 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 7.43K | +0.6% | $256,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 7.23K | -46.2% | $247,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 4.44K | +0.8% | $153,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 4.44K | +0.8% | $153,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.90K | -31.0% | $65,718 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.41K | Nieuw | $48,640 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 627 | 0.0% | $22,000 | 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
| Rockefeller Capital… | $48,640 | 0.0% |
Verlaten
| Susquehanna International… | $1.21M | was 0.0% |
| Citadel Advisors | $399,239 | was 0.0% |
| Us Bancorp \De\ | $598 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 10.18M aandelen, $345.55M 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.