Effectdossier · gearchiveerd kwartaal
PBW
naam in afwachting van profielverwerking
43Gevolgde houders
+2Δ houders
4.03MGehouden aandelen
$157.29MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.9% ·
aandelenstroom +5.2% ·
netto nieuwe posities +4.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 43 | +2 | 4.03M | $157.29M | +4 | −2 |
| Q1 2026 | 41 | -1 | 3.83M | $121.03M | +3 | −4 |
| Q4 2025 | 42 | +2 | 6.49M | $198.34M | +2 | — |
| Q3 2025 | 7 | +2 | 1.43M | $41.37M | +2 | — |
| Q2 2025 | 2 | — | 6.63K | $132,119 | — | — |
| Q4 2024 | 2 | +1 | 71.50K | $1.43M | +1 | — |
| Q3 2024 | 1 | -1 | 77.62K | $1.55M | — | −1 |
| Q2 2024 | 2 | — | 154.73K | $3.12M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.41M | -5.7% | $54.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.41M | -5.7% | $54.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.41M | -5.7% | $54.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.41M | -5.7% | $54.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.41M | -5.7% | $54.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 881.55K | +162.4% | $34.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Qube Research & Technologies Ltd | 287.50K | +4.1% | $11.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 200.29K | +8.4% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 200.29K | +8.4% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 200.29K | +8.4% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 151.91K | +67.7% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 150.02K | -28.7% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 150.02K | -28.7% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 125.92K | -1.4% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 125.92K | -1.4% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 107.31K | +17.2% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 105.72K | +39.5% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 105.72K | +39.5% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 80.94K | +0.7% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 80.94K | +0.7% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 61.89K | +126.5% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 61.89K | +126.5% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 61.89K | +126.5% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 50.82K | -88.2% | $1.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Royal Bank Of Canada | 49.72K | +15.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 49.72K | +15.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 49.72K | +15.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 49.72K | +15.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 49.72K | +15.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 43.92K | +5.0% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 42.25K | -21.2% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 42.09K | Nieuw | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealthfront Advisers LLC | 34.86K | +62.5% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | UBS Group AG | 30.08K | +83.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 30.08K | +83.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 30.08K | +83.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 24.18K | -34.0% | $943,457 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 22.57K | +6.3% | $880,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jane Street Group, Llc | 20.36K | Nieuw | $794,283 | 0.0% | New | 1 | SEC ↗ |
| 40 | Jane Street Group, Llc | 20.36K | Nieuw | $794,283 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cetera Investment Advisers | 18.51K | -74.4% | $722,055 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cibc World Market Inc. | 16.57K | +1.3% | $646,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 14.92K | -5.5% | $525,633 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Envestnet Asset Management Inc | 9.24K | -5.9% | $360,553 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Tudor Investment Corp Et Al | 7.65K | Nieuw | $298,466 | 0.0% | New | 1 | SEC ↗ |
| 46 | Mariner, LLC | 7.55K | -11.1% | $294,565 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 7.34K | +9.1% | $286,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 6.39K | -4.2% | $249,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 6.30K | -3.6% | $245,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 5.33K | Nieuw | $207,767 | 0.0% | New | 1 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 3.28K | +18.1% | $127,904 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passief) | 2.61K | 0.0% | $101,738 | 0.0% | Held | 5 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 1.41K | +130.4% | $54,920 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 1.41K | +130.4% | $54,920 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.40K | -19.7% | $53,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.40K | -19.7% | $53,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 1.06K | -7.8% | $41,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 1.06K | -7.8% | $41,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 1.06K | -7.8% | $41,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 922 | 0.0% | $35,967 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Citigroup Inc | 792 | -66.5% | $30,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Citigroup Inc | 792 | -66.5% | $30,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 698 | -58.9% | $27,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Barclays Plc | 422 | 0.0% | $16,462 | 0.0% | Held | 3 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 54 | 0.0% | $2,055 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 6 | 0.0% | $234 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Assetmark, Inc | 1 | 0.0% | $39 | 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
| Renaissance Technologies | $1.64M | 0.0% |
| Jane Street Group, Llc | $794,283 | 0.0% |
| Jane Street Group, Llc | $794,283 | 0.0% |
| Tudor Investment Corp Et Al | $298,466 | 0.0% |
| Corient Private Wealth LP | $207,767 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $297,326 | was 0.0% |
| IMC-Chicago, LLC | $290,252 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 143 houders, 5.01M aandelen, $155.84M 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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