PBD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +2.8% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | Raymond James Financial Inc | 407.41K | -0.3% | $7.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 381.15K | -14.6% | $7.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 351.68K | +4.6% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Mercer Global Advisors Inc /Adv | 214.19K | -0.5% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 210.97K | +0.9% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 176.34K | +2.3% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 138.42K | +0.2% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 131.28K | +13.8% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 116.34K | -0.6% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 114.45K | -3.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 91.24K | +22.0% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 73.27K | Nieuw | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 61.94K | -0.7% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 40.84K | -10.6% | $800,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 40.28K | -59.8% | $789,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 38.11K | +147.0% | $746,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 37.49K | +931.4% | $720,577 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 19.67K | +11.2% | $385,540 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 19.25K | -7.2% | $377,307 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 16.63K | +6.3% | $313,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.90K | Nieuw | $272,362 | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 13.50K | Nieuw | $264,580 | 0.0% | New | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 7.19K | 0.0% | $140,963 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citigroup Inc | 3.84K | -3.0% | $75,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.69K | 0.0% | $33,144 | 0.0% | Held | 3 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 843 | -19.2% | $16,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 450 | -31.5% | $8,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 435 | +0.5% | $8,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 402 | 0.0% | $7,880 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.44M | 0.0% |
| Citadel Advisors | $272,362 | 0.0% |
| Goldman Sachs Group | $264,580 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $34.06M | was 0.0% |
| Simplex Trading, Llc | $11,546 | was 0.0% |
| Qube Research & Technologies… | $950 | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.