AOD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -7.2% ·
netto nieuwe posities -8.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 76.31K | $762,366 | n/a | n/a |
| Q2 2026 | 34 | -2 | 17.85M | $184.00M | +1 | −4 |
| Q1 2026 | 38 | +4 | 19.30M | $177.79M | +4 | n/a |
| Q4 2025 | 34 | 0 | 20.92M | $203.97M | n/a | n/a |
| Q3 2025 | 1 | n/a | 11.35M | $107.33M | n/a | n/a |
| Q1 2025 | 1 | +1 | 10.14K | $85,117 | +1 | n/a |
| Q3 2024 | 1 | +1 | 102.22K | $930,248 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 3.34M | +9.8% | $34.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.70M | +70.3% | $17.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.02M | -4.5% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 389.09K | +4.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 370.65K | -27.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 261.94K | -7.8% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 254.09K | +31.2% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 232.32K | +3.5% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 229.52K | +1.8% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 203.57K | -0.1% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Lido Advisors, LLC | 107.21K | +46.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 83.98K | +20.1% | $865,885 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 71.92K | -87.8% | $741,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 64.16K | +4.2% | $669,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 59.04K | -66.2% | $608,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 41.20K | +3.0% | $424,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 29.84K | -16.8% | $307,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 24.69K | -35.3% | $254,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 24.51K | -63.2% | $252,714 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 22.63K | -36.8% | $233,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 18.80K | -81.3% | $193,787 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Creative Planning | 14.64K | +6.1% | $150,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 14.37K | +2.0% | $148,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 13.26K | 0.0% | $136,731 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 8.66K | -21.5% | $89,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 3.51K | -51.9% | $36,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.72K | -11.4% | $28,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 1.61K | 0.0% | $16,609 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citigroup Inc | 1.12K | 0.0% | $11,547 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 992 | 0.0% | $10,228 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 760 | 0.0% | $7,836 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 505 | +10.3% | $5,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 13 | Nieuw | $136 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Russell Investments Group… | $136 | 0.0% |
Verlaten
| Allspring Global Investments… | $8.95M | was 0.0% |
| HighTower Advisors, LLC | $390,551 | was 0.0% |
| Invesco Ltd. | $180,682 | was 0.0% |
| Jones Financial Companies Lllp | $4,678 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 160 houders, 29.96M aandelen, $245.89M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.