Effectdossier
PCEF
naam in afwachting van profielverwerking
33Gevolgde houders
-1Δ houders
14.76MGehouden aandelen
$299.78MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom +1.7% ·
netto nieuwe posities -3.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 3.11M | +4.2% | $63.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 3.11M | +4.2% | $63.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.27M | +3.7% | $46.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.40M | -0.9% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.40M | -0.9% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 917.97K | -3.5% | $18.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 917.97K | -3.5% | $18.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 908.98K | -6.6% | $18.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 589.60K | +2.6% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 589.60K | +2.6% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 462.12K | -5.8% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 445.33K | -7.5% | $9.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 365.03K | +34.3% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 365.03K | +34.3% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 363.93K | -11.7% | $7.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 321.03K | +3.1% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 321.03K | +3.1% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 233.06K | +26.4% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 129.00K | +29.4% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 101.04K | +30.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 97.14K | -8.9% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 93.38K | -4.4% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 81.77K | -7.0% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 68.46K | +1.1% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 45.04K | +165.7% | $914,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 43.23K | +17.6% | $877,900 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Truist Financial Corp | 30.19K | -11.9% | $613,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 24.15K | +33.1% | $492,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 19.43K | -36.9% | $394,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 18.42K | -13.1% | $374,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.70K | 0.0% | $54,837 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.54K | -5.9% | $51,661 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 1.55K | Nieuw | $31,582 | 0.0% | New | 1 | SEC ↗ |
| 40 | Citigroup Inc | 256 | 0.0% | $5,199 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 137 | 0.0% | $2,782 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 57 | 0.0% | $1,158 | 0.0% | Held | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 0 | -100.0% | $15 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Northwestern Mutual Wealth… | $31,582 | 0.0% |
Verlaten
| Susquehanna International… | $893,329 | was 0.0% |
| Simplex Trading, Llc | $1,148 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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