PBD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom -10.2% ·
netto nieuwe posities +6.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 4.61M | $90.29M | +3 | −2 |
| Q1 2026 | 30 | +2 | 4.55M | $81.57M | +3 | −1 |
| Q4 2025 | 28 | 0 | 5.07M | $81.49M | — | — |
| Q3 2025 | 2 | -2 | 131.72K | $1.99M | — | −2 |
| Q2 2025 | 2 | 0 | 96.77K | $1.22M | — | — |
| Q1 2025 | 1 | 0 | 121.31K | $1.28M | — | — |
| Q4 2024 | 1 | 0 | 75.21K | $870,226 | — | — |
| Q3 2024 | 1 | 0 | 21.29K | $298,329 | — | — |
| Q2 2024 | 1 | — | 21.53K | $291,059 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.90M | -0.9% | $34.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 446.43K | -62.4% | $8.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 446.43K | -62.4% | $8.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 408.82K | +5.9% | $7.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 408.82K | +5.9% | $7.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 336.17K | -1.9% | $6.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 336.17K | -1.9% | $6.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 336.17K | -1.9% | $6.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 215.30K | 0.0% | $3.86M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 209.14K | Nieuw | $3.75M | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 172.32K | +5.2% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 138.15K | -18.6% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 118.17K | -3.3% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 117.08K | +571.4% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 115.39K | -47.2% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 100.22K | +203.3% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 74.77K | +33.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 74.77K | +33.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 62.36K | -0.1% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 45.71K | -8.9% | $819,509 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 20.75K | +6.0% | $372,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 20.75K | +6.0% | $372,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 17.68K | 0.0% | $317,070 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 15.43K | Nieuw | $276,588 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 15.65K | +34.5% | $273,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 7.19K | 0.0% | $128,953 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Citigroup Inc | 3.96K | -2.9% | $70,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.63K | -1.6% | $63,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.69K | 0.0% | $30,320 | 0.0% | Held | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 1.04K | +135.4% | $18,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 746 | +0.1% | $13,374 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 657 | +46.0% | $11,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Simplex Trading, Llc | 644 | Nieuw | $11,546 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 433 | +0.2% | $7,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 402 | +9.8% | $7,207 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 53 | -73.1% | $950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Truist Financial Corp | $3.75M | 0.0% |
| Quantinno Capital Management… | $276,588 | 0.0% |
| Simplex Trading, Llc | $11,546 | 0.0% |
Verlaten
| Susquehanna International… | $908,495 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.