Effectdossier · gearchiveerd kwartaal
PCEF
naam in afwachting van profielverwerking
31Gevolgde houders
+1Δ houders
15.33MGehouden aandelen
$304.76MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +2.0% ·
netto nieuwe posities +3.2%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 14.76M | $299.78M | +1 | −2 |
| Q1 2026 | 35 | +4 | 14.55M | $273.79M | +6 | −2 |
| Q4 2025 | 31 | +1 | 15.33M | $304.76M | +1 | — |
| Q3 2025 | 4 | 0 | 2.26M | $45.10M | — | — |
| Q2 2025 | 2 | 0 | 22.10K | $431,875 | — | — |
| Q1 2025 | 1 | 0 | 15.91K | $299,941 | — | — |
| Q4 2024 | 1 | +1 | 15.91K | $304,874 | +1 | — |
| Q2 2024 | 1 | — | 16.88K | $317,719 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 3.04M | — | $60.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 3.04M | — | $60.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 1.93M | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.67M | — | $33.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.67M | — | $33.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.15M | — | $22.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.15M | — | $22.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 1.10M | — | $21.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 547.61K | — | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 448.60K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 417.40K | — | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 415.43K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 302.63K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 142.16K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 142.16K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 94.05K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 93.98K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 92.99K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 92.52K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 92.27K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 66.89K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 53.82K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 36.74K | +89.2% | $730,371 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Creative Planning | 34.79K | — | $691,677 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 27.57K | — | $548,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 20.24K | Nieuw | $402,292 | 0.0% | New | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.70K | — | $53,676 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.70K | +67.0% | $33,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Citigroup Inc | 256 | — | $5,089 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 193 | — | $3,837 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 135 | -66.2% | $2,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 135 | -66.2% | $2,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 57 | — | $1,133 | 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
| Citadel Advisors | $402,292 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 19.39M aandelen, $359.70M 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: Q4 2025 ·
Methodologie ·
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