AVIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +0.5% ·
netto nieuwe posities +3.4%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 6.96M | $537.70M | +4 | −3 |
| Q1 2026 | 33 | +4 | 4.98M | $371.85M | +6 | −2 |
| Q4 2025 | 29 | +1 | 3.97M | $283.14M | +2 | −1 |
| Q3 2025 | 3 | -1 | 41.08K | $2.77M | n/a | −1 |
| Q2 2025 | 2 | 0 | 32.50K | $2.02M | n/a | n/a |
| Q1 2025 | 2 | +1 | 76.73K | $4.35M | +1 | n/a |
| Q4 2024 | 1 | 0 | 21.00K | $1.09M | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.09K | $341,925 | +1 | −1 |
| Q2 2024 | 1 | n/a | 70.66K | $3.71M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 2.61M | n/a | $186.08M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 251.25K | n/a | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 166.25K | n/a | $11.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 163.10K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 128.69K | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 120.00K | n/a | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 114.28K | n/a | $8.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 95.28K | n/a | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 90.68K | n/a | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 52.45K | +70.7% | $3.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 40.69K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Creative Planning | 32.74K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 19.66K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 16.54K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 15.68K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 10.08K | n/a | $718,019 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 8.38K | n/a | $597,264 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 7.61K | n/a | $541,928 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 6.83K | n/a | $486,572 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 6.50K | n/a | $462,853 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 4.14K | n/a | $295,147 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 3.82K | Nieuw | $271,956 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.67K | +3.1% | $261,632 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Bank Of Montreal /Can/ | 1.90K | n/a | $135,945 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.37K | n/a | $97,723 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 455 | Nieuw | $32,410 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 93 | n/a | $6,624 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 78 | n/a | $5,556 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 30 | n/a | $2,137 | 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
| Fisher Asset Management | $271,956 | 0.0% |
| JPMorgan Chase | $32,410 | 0.0% |
Verlaten
| Goldman Sachs Group | $457,783 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 180 houders, 12.53M aandelen, $925.29M 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.