AVSF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom -15.8% ·
netto nieuwe posities +5.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 2.08M | $96.88M | +5 | −4 |
| Q1 2026 | 20 | +4 | 2.47M | $115.59M | +7 | −3 |
| Q4 2025 | 16 | 0 | 1.58M | $74.53M | — | — |
| Q3 2025 | 2 | +1 | 35.70K | $1.69M | +1 | — |
| Q1 2025 | 1 | 0 | 68.21K | $3.19M | — | — |
| Q4 2024 | 1 | 0 | 12.58K | $580,533 | — | — |
| Q3 2024 | 1 | 0 | 27.22K | $1.28M | — | — |
| Q2 2024 | 1 | — | 4.81K | $221,926 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 588.20K | -10.7% | $27.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 415.93K | +4.1% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 195.05K | +197.1% | $9.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 195.05K | +197.1% | $9.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 185.25K | +311.7% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 161.98K | -81.7% | $7.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | American Century Companies Inc | 146.09K | +12.3% | $6.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Corient Private Wealth LP | 92.81K | +11.2% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 77.64K | Nieuw | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 66.44K | +6.8% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 61.94K | +25.0% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 34.81K | +492.3% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 24.29K | Nieuw | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 7.14K | -8.3% | $333,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 5.52K | Nieuw | $257,009 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 5.00K | +7828.6% | $232,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 4.42K | Nieuw | $205,784 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.99K | +10.9% | $139,147 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.99K | +10.9% | $139,147 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 2.78K | -18.8% | $129,445 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 2.10K | Nieuw | $97,793 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | — | $22 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $3.62M | 0.0% |
| Jane Street Group, Llc | $1.13M | 0.0% |
| Baird Financial Group, Inc. | $257,009 | 0.0% |
| Truist Financial Corp | $205,784 | 0.0% |
| Osaic Holdings, Inc. | $97,793 | 0.0% |
Verlaten
| Mariner, LLC | $2.18M | was 0.0% |
| Bank of New York Mellon Corp | $1.19M | was 0.0% |
| Northwestern Mutual Wealth… | $11,560 | was 0.0% |
| JPMorgan Chase | $2,148 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 13.38M aandelen, $600.99M 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.