AVMV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0 | 1.53M | $122.96M | +4 | −4 |
| Q1 2026 | 14 | +4 | 995.88K | $73.87M | +5 | −1 |
| Q4 2025 | 10 | +1 | 829.85K | $59.09M | +2 | −1 |
| Q3 2025 | 1 | -1 | 12.13K | $835,967 | n/a | −1 |
| Q2 2025 | 1 | +1 | 13.22K | $864,324 | +1 | n/a |
| Q4 2024 | 1 | 0 | 6.46K | $421,578 | n/a | n/a |
| Q3 2024 | 1 | +1 | 13.89K | $892,607 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 545.80K | +24.1% | $43.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 295.81K | +28.2% | $23.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 225.53K | +89.7% | $18.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 137.45K | +624659.1% | $11.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Corient Private Wealth LP | 112.54K | +83.3% | $9.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 112.16K | +56.5% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Envestnet Asset Management Inc | 41.15K | +31.7% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 22.40K | Nieuw | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 18.25K | +12.4% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 9.24K | Nieuw | $744,385 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 2.90K | Nieuw | $233,966 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 2.82K | Nieuw | $227,140 | 0.0% | New | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 637 | +0.3% | $51,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 147 | +22.5% | $12,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $1.80M | 0.0% |
| Goldman Sachs Group | $744,385 | 0.0% |
| Wealth Enhancement Advisory… | $233,966 | 0.0% |
| Mml Investors Services, Llc | $227,140 | 0.0% |
Verlaten
| Susquehanna International… | $1.28M | was 0.0% |
| Jane Street Group, Llc | $296,943 | was 0.0% |
| JPMorgan Chase | $149,866 | was 0.0% |
| Wells Fargo & Company/Mn | $127,367 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 5.84M aandelen, $375.88M 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.