PBP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom -1.1% ·
netto nieuwe posities -4.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 2.18M | $49.97M | +1 | −1 |
| Q1 2026 | 22 | -1 | 2.08M | $45.83M | +2 | −3 |
| Q4 2025 | 23 | -1 | 2.71M | $61.91M | +1 | −2 |
| Q3 2025 | 3 | 0 | 781.61K | $17.29M | +1 | −1 |
| Q2 2025 | 1 | -1 | 930 | $20,330 | — | −1 |
| Q1 2025 | 1 | +1 | 14.60K | $323,704 | +1 | — |
| Q3 2024 | 1 | 0 | 44.55K | $1.02M | — | — |
| Q2 2024 | 1 | — | 49.05K | $1.09M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 750.57K | +3.8% | $17.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 750.57K | +3.8% | $17.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 435.27K | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 418.34K | — | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 418.34K | — | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 418.34K | — | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 210.50K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 210.50K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 210.50K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 193.43K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 170.53K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 115.19K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 97.33K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 97.33K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 63.29K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 63.29K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 59.13K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 39.93K | — | $912,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 30.99K | — | $707,539 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 28.45K | — | $649,460 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 28.45K | — | $649,460 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 25.23K | — | $576,045 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 24.89K | — | $568,186 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 23.25K | — | $530,690 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 23.09K | — | $527,206 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.53K | — | $35,021 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 336 | Nieuw | $7,674 | 0.0% | New | 1 | SEC ↗ |
| 28 | Barclays Plc | 222 | — | $5,068 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 218 | — | $4,977 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 139 | — | $3,173 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 137 | — | $3,128 | 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
| Fidelity (FMR) | $7,674 | 0.0% |
Verlaten
| Citadel Advisors | $1.25M | was 0.0% |
| JPMorgan Chase | $39,772 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 10.18M aandelen, $220.80M 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.