AVSU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 124.02K | $11.04M | n/a | n/a |
| Q2 2026 | 19 | +3 | 865.79K | $76.63M | +4 | −2 |
| Q1 2026 | 18 | +2 | 1.25M | $92.64M | +2 | n/a |
| Q4 2025 | 16 | 0 | 1.30M | $99.68M | +1 | −1 |
| Q3 2025 | 2 | +1 | 21.76K | $1.60M | +1 | n/a |
| Q1 2025 | 1 | 0 | 14.78K | $921,868 | n/a | n/a |
| Q4 2024 | 1 | +1 | 12.23K | $808,470 | +1 | n/a |
| Q2 2024 | 1 | n/a | 20.22K | $1.25M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 351.22K | n/a | $26.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 191.70K | n/a | $14.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 153.64K | n/a | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 153.24K | n/a | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 134.92K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 115.12K | n/a | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 46.46K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 32.37K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 32.23K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 26.68K | Nieuw | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 26.50K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 20.68K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 8.37K | +105.9% | $638,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 5.83K | n/a | $444,470 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.89K | n/a | $144,360 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 1.54K | n/a | $118,000 | 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
| Citadel Advisors | $2.04M | 0.0% |
Verlaten
| Two Sigma Investments | $1.30M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 81 houders, 3.82M aandelen, $282.71M 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.