AUSF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom -18.7% ·
netto nieuwe posities +9.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.83M | $140.15M | n/a | n/a |
| Q2 2026 | 20 | -1 | 6.83M | $336.90M | +3 | −4 |
| Q1 2026 | 22 | +2 | 6.29M | $304.94M | +4 | −2 |
| Q4 2025 | 20 | -2 | 7.73M | $363.47M | n/a | −2 |
| Q3 2025 | 5 | +1 | 40.85K | $1.90M | +1 | n/a |
| Q2 2025 | 1 | -1 | 778 | $34,789 | n/a | −1 |
| Q1 2025 | 1 | +1 | 12.00K | $523,800 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.40M | -48.7% | $117.03M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.41M | +12.5% | $68.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.05M | +69.9% | $50.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 297.94K | +120.8% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 294.38K | +17.6% | $14.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 263.27K | +4.5% | $12.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 258.00K | +3.4% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 117.52K | +10.5% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 65.41K | -1.8% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 41.90K | -45.6% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 30.09K | +54.8% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 11.15K | +67.4% | $539,103 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fifth Third Bancorp | 9.58K | Nieuw | $463,241 | 0.0% | New | 1 | SEC ↗ |
| 14 | Creative Planning | 8.54K | +6.6% | $412,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 8.40K | Nieuw | $405,947 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 7.58K | Nieuw | $366,541 | 0.0% | New | 1 | SEC ↗ |
| 17 | Brown Advisory Inc | 6.74K | 0.0% | $325,686 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.34K | +321.6% | $65,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.12K | -22.5% | $54,025 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 489 | Nieuw | $23,643 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 50 | 0.0% | $2,418 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $23 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $463,241 | 0.0% |
| Goldman Sachs Group | $405,947 | 0.0% |
| Jane Street Group, Llc | $366,541 | 0.0% |
| Rockefeller Capital… | $23,643 | 0.0% |
Verlaten
| UBS Group AG | $48,503 | was 0.0% |
| Jones Financial Companies Lllp | $1,808 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 12.21M aandelen, $581.45M 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.