PDT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.2% ·
aandelenstroom +2.0% ·
netto nieuwe posities +4.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 2.51M | $32.53M | +4 | −1 |
| Q1 2026 | 27 | +2 | 2.15M | $28.16M | +3 | −1 |
| Q4 2025 | 25 | +1 | 2.13M | $27.04M | +1 | — |
| Q3 2025 | 1 | — | 250.52K | $3.34M | — | — |
| Q2 2024 | 2 | — | 206.47K | $2.43M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 729.92K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 729.92K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 336.69K | — | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 207.17K | -17.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 207.17K | -17.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 124.10K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | First Trust Advisors Lp | 104.51K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 98.14K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 92.28K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 92.28K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 88.63K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 86.10K | Nieuw | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 53.05K | — | $673,752 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 48.23K | — | $612,572 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 48.23K | — | $612,572 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 39.00K | — | $495,266 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 21.07K | — | $267,588 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 21.07K | — | $267,588 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 15.88K | — | $201,647 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 13.67K | — | $173,569 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Nomura Holdings Inc | 13.39K | — | $170,028 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 12.75K | — | $161,887 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 12.53K | — | $160,514 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 11.46K | — | $145,529 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 9.46K | — | $120,204 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.23K | — | $66,465 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 5.23K | — | $66,465 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 2.97K | — | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.00K | — | $25,400 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 500 | — | $6,350 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 336 | — | $4,267 | 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
| Millennium Management | $1.09M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 6.30M aandelen, $70.00M 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.