AOM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.7% ·
aandelenstroom +6.0% ·
netto nieuwe posities +2.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 74.64K | $3.63M | n/a | −1 |
| Q2 2026 | 44 | +4 | 7.35M | $366.57M | +7 | −4 |
| Q1 2026 | 42 | +3 | 7.51M | $355.79M | +5 | −2 |
| Q4 2025 | 38 | +1 | 8.13M | $387.93M | +1 | n/a |
| Q3 2025 | 5 | -1 | 3.35M | $159.49M | n/a | −1 |
| Q2 2025 | 4 | +1 | 2.94M | $135.36M | +1 | n/a |
| Q1 2025 | 1 | 0 | 6.48K | $284,255 | +1 | −1 |
| Q4 2024 | 1 | 0 | 8.30K | $360,552 | n/a | n/a |
| Q3 2024 | 1 | -1 | 22.40K | $1.01M | n/a | −1 |
| Q2 2024 | 2 | n/a | 40.05K | $1.72M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 2.92M | +1.1% | $139.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.27M | n/a | $60.75M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 856.49K | +134.4% | $40.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 545.00K | n/a | $26.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 440.59K | n/a | $21.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 368.69K | n/a | $17.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 322.49K | n/a | $15.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Bank Of America Corp /De/ | 293.02K | n/a | $13.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Cetera Investment Advisers | 218.40K | n/a | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 145.03K | n/a | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 143.13K | n/a | $6.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Wealth Enhancement Advisory… | 90.74K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 90.68K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 77.74K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 75.30K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 39.87K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | UBS Group AG | 33.40K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 22.14K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 21.62K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 19.61K | n/a | $935,972 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 18.94K | n/a | $903,967 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 18.81K | -78.5% | $897,736 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Mariner, LLC | 14.19K | n/a | $677,453 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 8.48K | n/a | $404,596 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 8.01K | n/a | $380,880 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 7.82K | Nieuw | $373,440 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 7.81K | n/a | $373,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 7.58K | n/a | $361,991 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 7.03K | 0.0% | $335,441 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 6.47K | n/a | $308,802 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 6.03K | n/a | $287,788 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Nomura Asset Management Co Ltd | 5.50K | n/a | $262,515 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 5.42K | n/a | $258,553 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.23K | +11.3% | $201,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 1.50K | n/a | $71,738 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 732 | n/a | $34,938 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 724 | n/a | $34,557 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 25 | n/a | $1,193 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $373,440 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 290 houders, 13.06M aandelen, $611.05M 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.