Effectdossier · gearchiveerd kwartaal
AOM
naam in afwachting van profielverwerking
44Gevolgde houders
+4Δ houders
7.35MGehouden aandelen
$366.57MGerapporteerde waarde
+7Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom -1.9% ·
netto nieuwe posities +6.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 |
|---|---|---|---|---|---|---|
| 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 3.07M | +1.4% | $153.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | LPL Financial LLC | 1.21M | -4.0% | $60.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 540.51K | -24.4% | $26.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 340.21K | +1.0% | $16.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 305.02K | +4.0% | $15.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 273.23K | -5.0% | $13.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 258.80K | -1.4% | $12.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 233.79K | +8.3% | $11.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 154.78K | +2.5% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 146.93K | -5.7% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 110.50K | +8.2% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 90.16K | +1.0% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Focus Partners Wealth | 76.82K | -0.3% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 75.24K | -6.7% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 71.93K | +7.0% | $3.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 16 | Wealth Enhancement Advisory… | 67.91K | -0.8% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 36.22K | -4.2% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 35.71K | +5.3% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 34.86K | +15.5% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 30.07K | -10.2% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 20.98K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 19.60K | +28.6% | $977,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 19.04K | -32.6% | $949,977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 17.67K | +43.6% | $881,583 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 13.97K | +196.5% | $697,210 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Captrust Financial Advisors | 11.97K | +47.8% | $597,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 8.08K | 0.0% | $403,111 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Lido Advisors, LLC | 7.90K | -4.9% | $394,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 7.82K | 0.0% | $390,134 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 7.11K | -51.9% | $354,917 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 7.07K | +27.0% | $352,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Hrt Financial Lp | 6.38K | Nieuw | $318,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 6.37K | Nieuw | $317,849 | 0.0% | New | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 6.21K | Nieuw | $309,667 | 0.0% | New | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 6.10K | +742.4% | $304,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 5.92K | +1.0% | $295,548 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 5.70K | Nieuw | $284,300 | 0.0% | New | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 4.80K | +40.4% | $239,272 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 4.63K | -54.5% | $231,121 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | TD Waterhouse Canada Inc. | 1.70K | Nieuw | $84,557 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 780 | +2263.6% | $38,899 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 288 | -67.4% | $14,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 200 | Nieuw | $9,978 | 0.0% | New | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 38 | Nieuw | $1,896 | 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
| Hrt Financial Lp | $318,000 | 0.0% |
| Jane Street Group, Llc | $317,849 | 0.0% |
| Goldman Sachs Group | $309,667 | 0.0% |
| Mercer Global Advisors Inc… | $284,300 | 0.0% |
| TD Waterhouse Canada Inc. | $84,557 | 0.0% |
| Pnc Financial Services Group… | $9,978 | 0.0% |
| Russell Investments Group… | $1,896 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $862,109 | was 0.0% |
| CIBC Bancorp USA Inc. | $332,964 | was 0.0% |
| Susquehanna International… | $244,571 | was 0.0% |
| Us Bancorp \De\ | $11,321 | 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: Q2 2026 ·
Methodologie ·
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