AVRE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 2.55M | $120.62M | +4 | −2 |
| Q1 2026 | 23 | 0 | 2.11M | $92.74M | +3 | −3 |
| Q4 2025 | 23 | 0 | 2.12M | $92.24M | n/a | n/a |
| Q3 2025 | 4 | 0 | 165.10K | $7.34M | n/a | n/a |
| Q2 2025 | 2 | 0 | 152.11K | $6.72M | n/a | n/a |
| Q1 2025 | 2 | +1 | 52.39K | $2.25M | +1 | n/a |
| Q4 2024 | 1 | -1 | 21.31K | $893,224 | n/a | −1 |
| Q3 2024 | 2 | -1 | 148.62K | $7.01M | +1 | −2 |
| Q2 2024 | 3 | n/a | 90.58K | $3.73M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 470.14K | n/a | $20.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 340.16K | n/a | $14.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Focus Partners Wealth | 279.53K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 257.80K | n/a | $11.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 230.47K | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 129.27K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 109.77K | -15.6% | $4.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 71.41K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 45.12K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 33.77K | +1.0% | $1.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Creative Planning | 27.39K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 27.23K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 23.34K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.97K | n/a | $651,766 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 14.50K | n/a | $631,054 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 13.74K | n/a | $598,200 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 13.35K | n/a | $580,878 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 11.70K | n/a | $509,170 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.87K | n/a | $81,488 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.37K | +45.0% | $59,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.26K | +91.8% | $54,761 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Wells Fargo & Company/Mn | 451 | n/a | $19,615 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 362 | n/a | $16,000 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 13.44M aandelen, $587.81M 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.