Effectdossier · gearchiveerd kwartaal
PBE
naam in afwachting van profielverwerking
33Gevolgde houders
0Δ houders
633.91KGehouden aandelen
$56.83MGerapporteerde waarde
+3Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.8% · netto nieuwe posities -3.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | 0 | 633.91K | $56.83M | +3 | −4 |
| Q1 2026 | 35 | 0 | 620.69K | $49.12M | +3 | −3 |
| Q4 2025 | 35 | 0 | 637.92K | $52.41M | +1 | −1 |
| Q3 2025 | 6 | +1 | 106.77K | $7.46M | +1 | — |
| Q2 2025 | 2 | -1 | 1.17K | $74,861 | — | −1 |
| Q1 2025 | 1 | -1 | 3.90K | $247,416 | — | −1 |
| Q4 2024 | 2 | +1 | 12.65K | $841,653 | +1 | — |
| Q3 2024 | 1 | +1 | 6.20K | $432,884 | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 148.50K | +12.7% | $13.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 92.32K | +6.4% | $8.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 68.10K | -1.3% | $6.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 57.29K | -3.4% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 50.49K | -14.9% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 38.56K | -1.9% | $3.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 25.76K | +11.3% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 22.25K | +4.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Us Bancorp \De\ | 16.50K | 0.0% | $1.48M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.21K | -7.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mariner, LLC | 11.82K | -3.3% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 10.67K | +0.1% | $956,868 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 10.19K | +29.1% | $913,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.09K | -4.5% | $904,595 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 9.64K | +9.4% | $864,301 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 8.07K | +9.1% | $723,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 5.00K | -41.7% | $448,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 4.71K | Nieuw | $422,424 | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 4.35K | -1.4% | $389,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 4.29K | -4.7% | $384,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 4.02K | +0.1% | $360,746 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 3.40K | Nieuw | $304,805 | 0.0% | New | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 3.10K | +209.7% | $277,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 3.00K | 0.0% | $268,946 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.53K | Nieuw | $227,151 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.89K | -11.9% | $169,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.41K | -1.2% | $126,121 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | BlackRock ✦ (passief) | 663 | 0.0% | $59,437 | 0.0% | Held | 5 | SEC ↗ ×2 |
| 29 | Bank Of Montreal /Can/ | 653 | +5.5% | $58,540 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | JPMorgan Chase ✦ | 508 | +1.6% | $45,663 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | Fifth Third Bancorp | 460 | +21.7% | $41,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 327 | -23.4% | $29,356 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | National Bank Of Canada /Fi/ | 140 | 0.0% | $12,540 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $422,424 | 0.0% |
| Two Sigma Investments | $304,805 | 0.0% |
| Mml Investors Services, Llc | $227,151 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $534,141 | was 0.0% |
| Assetmark, Inc | $27,317 | was 0.0% |
| Citigroup Inc | $11,877 | was 0.0% |
| UBS AM, a distinct business… | $5,068 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 98 houders, 1.02M aandelen, $80.05M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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