PAPR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.3% ·
aandelenstroom +6.8% ·
netto nieuwe posities -15.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +6 | 7.06M | $292.29M | +7 | −1 |
| Q1 2026 | 26 | -4 | 6.48M | $256.31M | +2 | −6 |
| Q4 2025 | 30 | 0 | 6.06M | $237.23M | — | — |
| Q3 2025 | 3 | +1 | 39.53K | $1.52M | +1 | — |
| Q1 2025 | 2 | 0 | 24.68K | $880,125 | — | — |
| Q4 2024 | 2 | 0 | 35.81K | $1.31M | — | — |
| Q3 2024 | 2 | +1 | 30.95K | $1.11M | +1 | — |
| Q2 2024 | 1 | — | 31.78K | $1.10M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 2.40M | +8.4% | $93.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 583.89K | -19.5% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 583.89K | -19.5% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 458.90K | +56.8% | $18.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 360.07K | +15.4% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 314.74K | +6.2% | $12.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 313.01K | -0.8% | $12.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 299.22K | +2.2% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 299.22K | +2.2% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 274.94K | -2.9% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 271.86K | +2.1% | $10.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 262.74K | -2.9% | $10.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Blair William & Co/Il | 252.34K | -2.7% | $10.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 250.25K | +330.4% | $10.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 144.18K | +0.6% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 122.17K | -31.3% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 50.52K | +322.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 41.75K | -0.7% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Creative Planning | 35.89K | +587.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 14.13K | 0.0% | $562,493 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 7.92K | -58.5% | $315,256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 7.85K | +271.1% | $310,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 7.85K | +271.1% | $310,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 7.85K | +271.1% | $310,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 5.35K | -63.8% | $212,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.47K | +174.4% | $138,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 3.21K | Nieuw | $127,877 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 852 | 0.0% | $33,910 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 356 | Nieuw | $14,169 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 290 | 0.0% | $11,542 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| BlackRock | $127,877 | 0.0% |
| Northwestern Mutual Wealth… | $14,169 | 0.0% |
Verlaten
| Susquehanna International… | $1.03M | was 0.0% |
| Mercer Global Advisors Inc… | $402,701 | was 0.0% |
| Hrt Financial Lp | $206,000 | was 0.0% |
| Barclays Plc | $91,580 | was 0.0% |
| UBS Group AG | $22,259 | was 0.0% |
| Royal Bank Of Canada | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 217 houders, 16.17M aandelen, $551.46M 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.