AOK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.7% ·
aandelenstroom +4.8% ·
netto nieuwe posities +5.9%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 10.81K | $436,499 | n/a | n/a |
| Q2 2026 | 34 | +3 | 2.40M | $99.35M | +3 | −1 |
| Q1 2026 | 33 | +1 | 2.30M | $91.59M | +3 | −2 |
| Q4 2025 | 32 | -1 | 2.95M | $118.29M | n/a | −1 |
| Q3 2025 | 5 | 0 | 615.73K | $24.73M | n/a | n/a |
| Q2 2025 | 3 | 0 | 324.82K | $12.69M | +1 | −1 |
| Q1 2025 | 1 | +1 | 2.10K | $791,000 | +1 | n/a |
| Q3 2024 | 1 | 0 | 35.55K | $1.37M | n/a | n/a |
| Q2 2024 | 1 | n/a | 38.72K | $1.43M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 629.40K | -1.4% | $26.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 381.37K | +10.9% | $15.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Cetera Investment Advisers | 207.72K | +3.8% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 175.36K | +1.6% | $7.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 163.39K | -1.5% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Osaic Holdings, Inc. | 130.76K | +45.5% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 102.77K | -5.0% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 93.29K | +30.4% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 44.42K | 0.0% | $1.84M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 10 | Lido Advisors, LLC | 43.17K | -22.2% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 38.70K | -2.5% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 37.11K | Nieuw | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 36.40K | -46.8% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | National Bank Of Canada /Fi/ | 35.77K | +14.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 30.05K | +0.1% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 28.75K | -25.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 28.12K | -5.5% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 27.08K | +26.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 26.93K | -5.0% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 23.03K | +51.7% | $951,636 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 22.50K | -0.6% | $933,480 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 21.70K | -13.0% | $901,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Cerity Partners LLC | 15.89K | Nieuw | $658,963 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 12.64K | +61.5% | $524,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 12.62K | -10.3% | $523,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 7.30K | -5.7% | $302,804 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 6.22K | Nieuw | $256,284 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.10K | -21.5% | $211,424 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 3.27K | -15.8% | $135,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.60K | +28.4% | $66,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.44K | -23.1% | $59,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 666 | -62.7% | $27,626 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 534 | +7.9% | $22,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 39 | +39.3% | $1,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.54M | 0.0% |
| Cerity Partners LLC | $658,963 | 0.0% |
| Wealth Enhancement Advisory… | $256,284 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $226,083 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 163 houders, 5.38M aandelen, $210.08M 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.