PEJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -22.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +2 | 832.68K | $55.44M | +3 | −2 |
| Q1 2026 | 32 | -1 | 940.23K | $54.50M | +2 | −3 |
| Q4 2025 | 33 | 0 | 1.03M | $63.20M | n/a | n/a |
| Q3 2025 | 4 | 0 | 709.86K | $43.00M | n/a | n/a |
| Q2 2025 | 1 | n/a | 6.58K | $374,653 | n/a | n/a |
| Q4 2024 | 2 | 0 | 44.07K | $2.30M | n/a | n/a |
| Q3 2024 | 2 | -1 | 52.16K | $2.49M | n/a | −1 |
| Q2 2024 | 3 | n/a | 48.18K | $2.19M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 243.85K | -51.0% | $14.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Goldman Sachs Group ✦ | 131.17K | -9.3% | $8.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 114.33K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 113.16K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 78.65K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 72.94K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bnp Paribas Financial Markets | 60.09K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 37.19K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | JPMorgan Chase ✦ | 30.32K | -50.3% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 23.02K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 17.22K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 15.17K | n/a | $930,190 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 10.04K | n/a | $615,451 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 10.03K | n/a | $615,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Envestnet Asset Management Inc | 8.44K | n/a | $517,778 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 8.03K | n/a | $492,717 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 7.66K | n/a | $469,723 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 7.20K | n/a | $441,378 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.18K | -3.4% | $379,331 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Quantinno Capital Management LP | 5.97K | n/a | $366,202 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 5.53K | n/a | $339,339 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 5.12K | n/a | $314,194 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 4.23K | n/a | $259,365 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 3.87K | n/a | $237,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 2.99K | n/a | $183,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mirae Asset Global Investments Co.… | 2.60K | n/a | $159,458 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 2.27K | n/a | $138,983 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 2.16K | n/a | $132,473 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 650 | n/a | $39,865 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 255 | n/a | $15,639 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 109 | n/a | $6,685 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 68 | n/a | $4,170 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 2 | n/a | $123 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 79 houders, 1.56M aandelen, $85.25M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.