AVRE
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +9.1% ·
flux d'actions +25.7% ·
nouvelles positions nettes +8.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 810.54K | +33.3% | $38.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 578.81K | +92.1% | $27.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 275.96K | +10.8% | $13.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 248.31K | -11.2% | $11.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Corient Private Wealth LP | 156.37K | -8.3% | $7.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 104.77K | +63.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 78.61K | +23.9% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 49.38K | +4.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 40.21K | -8.3% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 40.21K | -8.3% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 40.62K | +9.8% | $1.92M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Creative Planning | 28.08K | +1.6% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 27.06K | +0.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 18.39K | +46.3% | $871,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 18.15K | Nouveau | $859,852 | 0.0% | New | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 18.15K | Nouveau | $859,852 | 0.0% | New | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 15.60K | +2.2% | $739,023 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 15.13K | +0.3% | $716,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 14.54K | +0.3% | $689,047 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 8.01K | Nouveau | $379,419 | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 5.15K | Nouveau | $244,102 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 4.49K | -85.5% | $212,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 2.94K | +70.1% | $142,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.88K | +772.2% | $89,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.88K | +772.2% | $89,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.82K | Nouveau | $86,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 245 | +0.4% | $11,613 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 245 | +0.4% | $11,613 | 0.0% | ▲ Add | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Baird Financial Group, Inc. | $859,852 | 0.0% |
| Baird Financial Group, Inc. | $859,852 | 0.0% |
| Jane Street Group, Llc | $379,419 | 0.0% |
| D. E. Shaw & Co. | $244,102 | 0.0% |
| Royal Bank Of Canada | $86,000 | 0.0% |
Sorti(e)
| Mariner, LLC | $642,261 | était 0.0% |
| UBS Group AG | $21,790 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 146 détenteurs, 13.44M actions, $587.81M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.