AVIV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.8% ·
aandelenstroom +25.3% ·
netto nieuwe posities +12.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 3.20M | +22.5% | $239.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 350.11K | +39.4% | $25.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 274.62K | +65.2% | $20.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 269.41K | +65.2% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cwm, Llc | 141.02K | +9.6% | $10.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 111.12K | +465.2% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 95.71K | -20.2% | $7.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 94.21K | +3.9% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 89.09K | -6.5% | $6.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 64.03K | +22.1% | $4.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Corient Private Wealth LP | 61.55K | -46.1% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 58.29K | +43.3% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 29.74K | -9.2% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 22.09K | +40.9% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 19.80K | +19.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 19.28K | Nieuw | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 17.80K | +160.6% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 11.32K | +12.3% | $846,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 8.84K | +5.4% | $661,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 8.51K | Nieuw | $636,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 6.49K | -14.8% | $485,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 6.42K | +368.2% | $480,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.52K | +33.2% | $413,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 4.77K | +29.8% | $356,639 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Royal Bank Of Canada | 3.71K | Nieuw | $277,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 2.43K | +2510.8% | $181,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 1.90K | 0.0% | $142,177 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1.10K | Nieuw | $82,313 | 0.0% | New | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 1.06K | Nieuw | $79,245 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 460 | Nieuw | $34,407 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 462 | +1.5% | $33,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS Group AG | 297 | +890.0% | $22,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 64 | -17.9% | $4,789 | 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
| Citadel Advisors | $1.44M | 0.0% |
| Cerity Partners LLC | $636,000 | 0.0% |
| Royal Bank Of Canada | $277,000 | 0.0% |
| Wells Fargo & Company/Mn | $82,313 | 0.0% |
| Qube Research & Technologies… | $79,245 | 0.0% |
| Fidelity (FMR) | $34,407 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $462,853 | was 0.0% |
| Fisher Asset Management | $271,956 | 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.