Effectdossier · gearchiveerd kwartaal
PDT
naam in afwachting van profielverwerking
29Gevolgde houders
+3Δ houders
2.51MGehouden aandelen
$32.53MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom +17.0% ·
netto nieuwe posities +10.3%
— 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 | 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 780.33K | +0.8% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Invesco Ltd. | 780.33K | +0.8% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 249.96K | +19.4% | $3.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 249.96K | +19.4% | $3.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 249.96K | +19.4% | $3.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 228.85K | +113.6% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 228.85K | +113.6% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | First Trust Advisors Lp | 197.52K | +38.4% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 196.98K | -0.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 120.81K | -0.4% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 92.09K | -16.3% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 90.97K | +94.2% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 90.97K | +94.2% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 87.91K | -1.0% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 75.22K | +8.5% | $974,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 59.81K | +26.9% | $774,552 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 59.81K | +26.9% | $774,552 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 43.15K | Nieuw | $558,806 | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 43.15K | Nieuw | $558,806 | 0.0% | New | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 42.53K | +7.3% | $550,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 40.43K | +4.7% | $523,514 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 39.32K | +32.5% | $509,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 31.96K | 0.0% | $413,882 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 27.90K | +145.8% | $361,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 24.42K | Nieuw | $316,252 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 24.42K | Nieuw | $316,252 | 0.0% | New | 1 | SEC ↗ |
| 27 | Millennium Management ✦ | 13.28K | 0.0% | $171,989 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Creative Planning | 13.04K | +17.4% | $168,823 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 12.78K | +20.2% | $165,559 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 12.78K | +20.2% | $165,559 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 11.03K | 0.0% | $142,822 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 10.44K | Nieuw | $135,250 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 9.31K | -1.7% | $120,565 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 7.92K | -10.1% | $102,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 2.00K | 0.0% | $25,900 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 924 | Nieuw | $11,864 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 500 | 0.0% | $6,475 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 336 | 0.0% | $4,351 | 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
| Truist Financial Corp | $558,806 | 0.0% |
| Truist Financial Corp | $558,806 | 0.0% |
| Jane Street Group, Llc | $316,252 | 0.0% |
| Jane Street Group, Llc | $316,252 | 0.0% |
| Citadel Advisors | $135,250 | 0.0% |
| Jones Financial Companies Lllp | $11,864 | 0.0% |
Verlaten
| Mariner, LLC | $181,842 | was 0.0% |
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.
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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