AMJB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +0.9% ·
netto nieuwe posities +5.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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. | 3.98M | +7.5% | $137.30M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | CIBC Bancorp USA Inc. | 3.98M | +7.5% | $137.30M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.91M | -11.8% | $65.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 530.49K | +4.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 311.78K | -8.9% | $10.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 311.78K | -8.9% | $10.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 311.78K | -8.9% | $10.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 271.65K | +1.4% | $9.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 63.57K | +15.3% | $2.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 63.57K | +15.3% | $2.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 63.57K | +15.3% | $2.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 63.57K | +15.3% | $2.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 61.84K | +0.2% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 42.20K | Nieuw | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 41.21K | -11.9% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Creative Planning | 24.57K | 0.0% | $847,592 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 17.65K | +1.5% | $608,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 14.00K | +11.2% | $482,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 14.00K | +11.2% | $482,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 9.08K | +0.3% | $313,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 7.70K | +6.5% | $268,275 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 7.32K | -1.4% | $252,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 7.24K | -4.5% | $249,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 4.44K | 0.0% | $153,268 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 4.44K | 0.0% | $153,268 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.41K | 0.0% | $48,527 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 970 | Nieuw | $33,455 | 0.0% | New | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 627 | 0.0% | $22,000 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.46M | 0.0% |
| Us Bancorp \De\ | $33,455 | 0.0% |
Verlaten
| Wells Fargo & Company/Mn | $65,718 | 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.