Effectdossier · gearchiveerd kwartaal
AOM
naam in afwachting van profielverwerking
42Gevolgde houders
+3Δ houders
7.51MGehouden aandelen
$355.79MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom -7.6% ·
netto nieuwe posities +7.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 3.03M | +3.6% | $143.36M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.26M | -1.2% | $59.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 714.71K | -16.6% | $33.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 336.70K | +4.4% | $15.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 293.20K | -46.2% | $13.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 287.47K | -1.9% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 262.37K | -28.8% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 215.78K | -1.2% | $10.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 155.81K | +7.4% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 151.01K | +5.5% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 102.15K | -76.8% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 89.28K | -1.5% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 80.66K | +7.1% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 77.02K | -0.9% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 68.47K | -24.5% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 67.24K | +257.5% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Stifel Financial Corp | 37.82K | -5.2% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 33.90K | +56.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | UBS Group AG | 33.48K | +0.2% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Jones Financial Companies Lllp | 30.18K | +36.3% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 28.25K | +99.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Blair William & Co/Il | 20.98K | Nieuw | $993,870 | 0.0% | New | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 18.20K | -7.2% | $862,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 15.23K | -19.6% | $721,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 14.80K | +89.1% | $700,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 12.30K | +127.2% | $582,917 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Bank Of Montreal /Can/ | 10.19K | +57.5% | $482,737 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Lido Advisors, LLC | 8.31K | +3.8% | $393,645 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 8.10K | -4.4% | $383,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 8.08K | Nieuw | $382,750 | 0.0% | New | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 7.82K | +11.3% | $370,428 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | CIBC Bancorp USA Inc. | 7.03K | n/a | $332,964 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 5.87K | -2.7% | $277,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 5.57K | -26.6% | $263,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 5.16K | Nieuw | $244,571 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cwm, Llc | 5.16K | -34.0% | $244,239 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.71K | +11.4% | $223,273 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 3.42K | +127.3% | $161,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 883 | +20.6% | $41,827 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 724 | 0.0% | $34,296 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 239 | Nieuw | $11,321 | 0.0% | New | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 33 | Nieuw | $1,563 | 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
| Blair William & Co/Il | $993,870 | 0.0% |
| UBS AM, a distinct business… | $382,750 | 0.0% |
| Susquehanna International… | $244,571 | 0.0% |
| Us Bancorp \De\ | $11,321 | 0.0% |
| Fifth Third Bancorp | $1,563 | 0.0% |
Verlaten
| Nomura Asset Management Co Ltd | $262,515 | was 0.0% |
| Bnp Paribas Financial Markets | $1,193 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer 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: Q1 2026 ·
Methodologie ·
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