PBD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +26.4% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 2.72M | $53.35M | +3 | −3 |
| Q1 2026 | 30 | +2 | 4.55M | $81.57M | +3 | −1 |
| Q4 2025 | 28 | 0 | 5.07M | $81.49M | n/a | n/a |
| Q3 2025 | 2 | -2 | 131.72K | $1.99M | n/a | −2 |
| Q2 2025 | 2 | 0 | 96.77K | $1.22M | n/a | n/a |
| Q1 2025 | 1 | 0 | 121.31K | $1.28M | n/a | n/a |
| Q4 2024 | 1 | 0 | 75.21K | $870,226 | n/a | n/a |
| Q3 2024 | 1 | 0 | 21.29K | $298,329 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.53K | $291,059 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.92M | n/a | $30.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.19M | +854.3% | $19.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 386.14K | n/a | $6.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 342.69K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 218.41K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 215.30K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 169.83K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 163.79K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 122.21K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 62.44K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 56.49K | n/a | $908,495 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 56.02K | n/a | $900,885 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Financial Engines Advisors L.L.C. | 50.18K | n/a | $806,951 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 33.04K | n/a | $531,411 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 19.56K | n/a | $314,605 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 17.68K | n/a | $284,290 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 17.44K | n/a | $280,451 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 11.63K | n/a | $187,087 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 7.19K | n/a | $115,665 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 4.08K | n/a | $65,536 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.69K | -49.6% | $59,392 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 1.69K | n/a | $27,195 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 745 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 450 | n/a | $7,237 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 443 | n/a | $7,101 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 432 | n/a | $6,961 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 366 | n/a | $5,886 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 197 | n/a | $3,168 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 5.29M aandelen, $92.42M 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.