AVSU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.8% ·
aandelenstroom -28.6% ·
netto nieuwe posities +10.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | Mercer Global Advisors Inc /Adv | 205.93K | +11.5% | $18.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 137.23K | -2.0% | $12.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 125.78K | -4.7% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 123.30K | -0.9% | $10.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 65.45K | -81.4% | $5.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Corient Private Wealth LP | 55.72K | -41.7% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mariner, LLC | 38.19K | -1.1% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 37.85K | +7.6% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 31.79K | +9.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 13.07K | -70.8% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 8.37K | -61.3% | $740,824 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 5.87K | +16.6% | $519,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 5.60K | Nieuw | $495,712 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 4.34K | -1.8% | $384,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Kayne Anderson Rudnick Investment… | 3.51K | Nieuw | $310,833 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.19K | +8.4% | $194,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 583 | Nieuw | $52,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 534 | -48.4% | $46,895 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 487 | Nieuw | $43,109 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $495,712 | 0.0% |
| Kayne Anderson Rudnick… | $310,833 | 0.0% |
| Royal Bank Of Canada | $52,000 | 0.0% |
| Northwestern Mutual Wealth… | $43,109 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $2.77M | was 0.0% |
| Goldman Sachs Group | $229,685 | 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.