PAUG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.8% ·
aandelenstroom +0.2% ·
netto nieuwe posities +3.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +2 | 7.93M | $352.74M | +4 | −2 |
| Q1 2026 | 28 | +1 | 7.99M | $343.08M | +2 | −1 |
| Q4 2025 | 27 | +1 | 8.90M | $384.79M | +1 | — |
| Q3 2025 | 2 | -1 | 5.97K | $253,588 | — | −1 |
| Q2 2025 | 1 | 0 | 24.12K | $975,976 | +1 | −1 |
| Q1 2025 | 1 | 0 | 13.57K | $512,864 | — | — |
| Q4 2024 | 1 | -1 | 13.57K | $522,638 | — | −1 |
| Q3 2024 | 2 | +1 | 19.74K | $747,319 | +1 | — |
| Q2 2024 | 1 | — | 12.33K | $450,241 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.29M | — | $142.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.42M | — | $61.24M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.42M | — | $61.24M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.42M | — | $61.24M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.42M | — | $61.24M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 598.00K | — | $25.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 566.64K | — | $24.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Blair William & Co/Il | 431.87K | — | $18.68M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 396.87K | — | $17.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 335.42K | — | $14.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 322.04K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 322.04K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 291.83K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 262.58K | — | $11.36M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 229.58K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 192.54K | — | $8.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 176.94K | — | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 176.94K | — | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 128.29K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 128.29K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 80.90K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 78.77K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 36.68K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 18.66K | — | $807,002 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 14.32K | Nieuw | $619,383 | 0.0% | New | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 8.79K | — | $380,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.20K | +13.1% | $224,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.20K | +13.1% | $224,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Barclays Plc | 4.65K | — | $201,242 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 4.50K | — | $194,841 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.38K | 0.0% | $59,469 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 749 | — | $33,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 749 | — | $33,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 465 | — | $20,111 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 458 | — | $19,809 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $619,383 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 207 houders, 16.20M aandelen, $619.56M 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.