Effectdossier · gearchiveerd kwartaal
AOA
naam in afwachting van profielverwerking
44Gevolgde houders
+2Δ houders
2.39MGehouden aandelen
$233.66MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +1.4% ·
netto nieuwe posities +2.3%
— 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 | 44 | +2 | 2.39M | $233.66M | +3 | −2 |
| Q1 2026 | 44 | +3 | 2.39M | $211.03M | +4 | −1 |
| Q4 2025 | 41 | -2 | 2.50M | $224.03M | — | −2 |
| Q3 2025 | 5 | +1 | 268.36K | $23.65M | +2 | −1 |
| Q2 2025 | 2 | 0 | 11.19K | $933,079 | — | — |
| Q1 2025 | 1 | 0 | 3.10K | $237,150 | — | — |
| Q4 2024 | 1 | -1 | 6.80K | $520,948 | — | −1 |
| Q3 2024 | 2 | 0 | 15.56K | $1.23M | — | — |
| Q2 2024 | 2 | — | 30.98K | $2.32M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 611.74K | +9.9% | $59.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 247.09K | -20.7% | $24.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 245.48K | +0.3% | $23.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 184.63K | -5.2% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 149.00K | -13.0% | $14.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 102.67K | -4.2% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 79.10K | +5.7% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 74.65K | +34.7% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 70.13K | +2.0% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 67.54K | +13.1% | $6.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 63.30K | -11.8% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 62.92K | +1.5% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 47.07K | +2.4% | $4.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 40.40K | +242.3% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 34.25K | +1.0% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 28.69K | +128.0% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 27.65K | +32.0% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 26.18K | -5.8% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Captrust Financial Advisors | 25.20K | +5.0% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 24.11K | -11.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Creative Planning | 22.95K | -0.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 22.61K | +4.3% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 20.84K | -13.5% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.60K | -3.6% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 12.30K | +5.3% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 10.89K | +9.5% | $1.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Lido Advisors, LLC | 9.97K | -2.6% | $973,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 9.57K | +57.9% | $934,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 9.17K | +8.8% | $894,821 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 8.72K | Nieuw | $850,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 6.60K | +29.9% | $644,485 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 5.66K | -64.2% | $552,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 5.65K | -16.4% | $551,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.61K | +0.7% | $547,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Blair William & Co/Il | 3.94K | +0.9% | $384,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 3.59K | +20.7% | $351,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 3.46K | +32.4% | $337,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.76K | +0.1% | $269,761 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Truist Financial Corp | 2.24K | Nieuw | $218,645 | 0.0% | New | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.18K | +0.2% | $115,226 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Us Bancorp \De\ | 788 | -10.2% | $76,909 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Citigroup Inc | 600 | -25.0% | $58,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Simplex Trading, Llc | 238 | Nieuw | $23,228 | 0.0% | New | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 206 | -78.2% | $20,106 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $850,000 | 0.0% |
| Truist Financial Corp | $218,645 | 0.0% |
| Simplex Trading, Llc | $23,228 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.91M | was 0.0% |
| BlackRock | $2,389 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 402 houders, 9.29M aandelen, $603.70M 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 ·
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