AVRE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | — | — |
| Q3 2025 | 4 | 0 | 165.10K | $7.34M | — | — |
| Q2 2025 | 2 | 0 | 152.11K | $6.72M | — | — |
| Q1 2025 | 2 | +1 | 52.39K | $2.25M | +1 | — |
| Q4 2024 | 1 | -1 | 21.31K | $893,224 | — | −1 |
| Q3 2024 | 2 | -1 | 148.62K | $7.01M | +1 | −2 |
| Q2 2024 | 3 | — | 90.58K | $3.73M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 608.10K | +29.3% | $26.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 301.30K | +16.9% | $13.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 279.53K | 0.0% | $12.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 249.02K | +8.1% | $10.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 170.48K | -49.9% | $7.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cwm, Llc | 83.03K | -35.8% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 64.21K | Nieuw | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 63.47K | -11.1% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 47.37K | +5.0% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 43.85K | +3110.2% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 43.85K | +3110.2% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 43.85K | +3110.2% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 43.85K | +3110.2% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 37.01K | +9.6% | $1.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 31.02K | Nieuw | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 27.63K | +0.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 26.96K | -1.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 15.25K | +30.4% | $671,481 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 15.08K | +0.7% | $663,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 14.59K | +6.2% | $642,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 14.50K | 0.0% | $638,158 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 12.57K | -5.8% | $553,325 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 12.57K | -5.8% | $553,325 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.73K | -7.6% | $74,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 495 | Nieuw | $21,790 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 244 | -80.6% | $10,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 216 | -52.1% | $9,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Cerity Partners LLC | $2.83M | 0.0% |
| Susquehanna International… | $1.37M | 0.0% |
| UBS Group AG | $21,790 | 0.0% |
Verlaten
| Citadel Advisors | $4.78M | was 0.0% |
| Jane Street Group, Llc | $1.02M | was 0.0% |
| Royal Bank Of Canada | $16,000 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.