Effectdossier · gearchiveerd kwartaal
PDN
naam in afwachting van profielverwerking
42Gevolgde houders
-1Δ houders
3.61MGehouden aandelen
$152.35MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.3% ·
aandelenstroom -1.5% ·
netto nieuwe posities -2.4%
— formule
Brede distributie — dalende aandelen en minder 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 | 38 | -2 | 2.66M | $119.76M | +4 | −6 |
| Q1 2026 | 41 | -1 | 3.65M | $158.08M | +1 | −2 |
| Q4 2025 | 42 | -1 | 3.61M | $152.35M | — | −1 |
| Q3 2025 | 6 | +1 | 168.98K | $6.95M | +1 | — |
| Q2 2025 | 2 | 0 | 158.59K | $6.17M | — | — |
| Q1 2025 | 1 | +1 | 108.95K | $3.65M | +1 | — |
| Q3 2024 | 1 | 0 | 11.09K | $389,778 | — | — |
| Q2 2024 | 1 | — | 14.55K | $470,121 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.19M | — | $92.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 364.16K | — | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 184.59K | — | $7.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 164.60K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 164.60K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Captrust Financial Advisors | 106.39K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 105.05K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 76.63K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 60.85K | +12.1% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 60.85K | +12.1% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 60.85K | +12.1% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 60.85K | +12.1% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 39.49K | -41.9% | $1.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 30.38K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 30.38K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cibc World Market Inc. | 28.05K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 27.17K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 27.13K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 26.23K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 25.45K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 25.45K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 25.45K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 21.37K | — | $901,466 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 17.63K | — | $743,760 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 14.81K | — | $624,990 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 14.17K | — | $597,580 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 14.17K | — | $597,580 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 14.17K | — | $597,580 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 13.56K | — | $572,242 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 11.46K | +6.7% | $483,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 8.71K | — | $367,649 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 7.87K | — | $331,891 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 7.87K | — | $331,891 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 7.78K | — | $328,332 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 7.74K | — | $326,435 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS Group AG | 7.74K | — | $326,435 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 7.04K | — | $296,946 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 6.81K | — | $287,347 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 4.75K | — | $200,214 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 4.46K | — | $188,053 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 1.81K | — | $76,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.66K | — | $69,944 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.66K | — | $69,944 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (passief) | 1.24K | +2.0% | $52,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.09K | -21.0% | $45,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.09K | -21.0% | $45,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 1.01K | — | $42,463 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.01K | — | $42,463 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 769 | — | $32,441 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 256 | — | $10,800 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Blair William & Co/Il | 176 | — | $7,425 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 149 | — | $6,286 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 144 | — | $6,075 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 89 | — | $3,752 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 50 | — | $2,109 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 10 | — | $422 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $1.38M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 105 houders, 4.58M aandelen, $197.27M 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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