Effectdossier
AOR
iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
48Gevolgde houders
+2Δ houders
8.47MGehouden aandelen
$588.81MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +1.8% ·
netto nieuwe posities +4.2%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | +2 | 8.47M | $588.81M | +3 | −1 |
| Q1 2026 | 47 | -1 | 8.33M | $535.31M | +3 | −4 |
| Q4 2025 | 47 | 0 | 9.87M | $641.68M | +1 | −1 |
| Q3 2025 | 7 | -1 | 3.50M | $225.20M | — | −1 |
| Q2 2025 | 5 | +1 | 1.90M | $116.75M | +1 | — |
| Q1 2025 | 2 | +1 | 44.53K | $2.56M | +1 | — |
| Q4 2024 | 1 | 0 | 47.10K | $2.70M | — | — |
| Q3 2024 | 1 | -1 | 26.50K | $1.57M | — | −1 |
| Q2 2024 | 2 | — | 40.60K | $2.29M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 1.96M | +2.1% | $136.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | LPL Financial LLC | 1.07M | -10.0% | $74.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 668.20K | +2.8% | $46.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 586.16K | -0.5% | $40.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 562.91K | +8.8% | $39.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 524.92K | -8.5% | $36.48M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | Focus Partners Wealth | 336.61K | -1.7% | $23.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 300.06K | +8.1% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Assetmark, Inc | 289.95K | +1.3% | $20.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 241.72K | +4.6% | $16.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 216.82K | +47.4% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | UBS Group AG | 187.50K | -10.8% | $13.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 183.99K | +2.7% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 178.22K | +10.6% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Creative Planning | 145.15K | +14.9% | $10.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 105.64K | +13.2% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 88.38K | +13.2% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 77.04K | +25.4% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 72.39K | +23.8% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 63.75K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Truist Financial Corp | 61.20K | -6.0% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 59.72K | -13.7% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 55.17K | +65.6% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 52.60K | +0.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | HighTower Advisors, LLC | 50.34K | -12.8% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 42.67K | +170.1% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 30.95K | +6.9% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 29.91K | +20.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 29 | Jones Financial Companies Lllp | 30.05K | +17.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 29.10K | -0.9% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 28.77K | +35.0% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Cerity Partners LLC | 23.81K | +94.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Northwestern Mutual Wealth… | 23.20K | +33.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 19.85K | +29.2% | $1.38M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 17.88K | +244.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 13.30K | +24.3% | $924,350 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 10.55K | +26.5% | $733,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 7.51K | -0.4% | $521,734 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Qube Research & Technologies Ltd | 6.96K | -28.0% | $483,373 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 6.13K | Nieuw | $426,105 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 5.14K | 0.0% | $357,578 | 0.0% | Held | 2 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 4.46K | +106.2% | $308,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 4.06K | Nieuw | $282,302 | 0.0% | New | 1 | SEC ↗ ×2 |
| 44 | Goldman Sachs Group ✦ | 3.29K | -89.8% | $228,377 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 3.20K | -25.4% | $222,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.07K | +62.0% | $74,296 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Us Bancorp \De\ | 200 | 0.0% | $13,900 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 30 | Nieuw | $2,085 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Northern Trust Corp | $426,105 | 0.0% |
| AQR Capital Management | $282,302 | 0.0% |
| Russell Investments Group… | $2,085 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.52M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 405 houders, 17.85M aandelen, $1.13B 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 verder het vaakst 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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