Effectdossier · gearchiveerd kwartaal
PEY
naam in afwachting van profielverwerking
35Gevolgde houders
-2Δ houders
13.95MGehouden aandelen
$284.37MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.4% ·
aandelenstroom +3.4% ·
netto nieuwe posities -5.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 41 | +5 | 12.76M | $295.97M | +5 | — |
| Q1 2026 | 37 | +1 | 12.73M | $272.50M | +4 | −3 |
| Q4 2025 | 35 | -2 | 13.95M | $284.37M | +1 | −3 |
| Q3 2025 | 7 | +1 | 2.72M | $57.36M | +1 | — |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | — |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | — | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | — | −1 |
| Q2 2024 | 3 | — | 72.94K | $1.43M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.90M | — | $99.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.90M | — | $99.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.90M | — | $99.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.43M | -3.0% | $49.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.43M | -3.0% | $49.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.43M | -3.0% | $49.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 1.83M | — | $37.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 920.62K | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 920.62K | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 674.20K | +634.4% | $13.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 642.60K | — | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 642.60K | — | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 642.60K | — | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 442.49K | — | $9.02M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 296.43K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 296.43K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 296.43K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 263.18K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 263.18K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 263.18K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 263.18K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 251.26K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 214.09K | — | $4.36M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 160.23K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 160.23K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 160.23K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 130.42K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 121.64K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 104.08K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 83.30K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 72.26K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 61.46K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 43.50K | — | $886,843 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mariner, LLC | 43.50K | — | $886,843 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 40.44K | — | $850,078 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 38.14K | Nieuw | $777,507 | 0.0% | New | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 35.55K | — | $724,654 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 35.55K | — | $724,654 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 28.06K | — | $571,970 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 24.56K | +15.1% | $500,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 23.70K | -36.0% | $483,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 23.70K | -36.0% | $483,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 23.70K | -36.0% | $483,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 21.38K | — | $443,141 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cerity Partners LLC | 20.21K | — | $411,915 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 19.89K | — | $405,368 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 19.22K | — | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Truist Financial Corp | 17.68K | — | $360,445 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Truist Financial Corp | 17.68K | — | $360,445 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 12.21K | — | $248,945 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 12.21K | — | $248,945 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 6.53K | — | $133,200 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 1.05K | — | $21,323 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 1.05K | — | $21,323 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Assetmark, Inc | 172 | — | $3,506 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 36 | — | $734 | 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
| D. E. Shaw & Co. | $777,507 | 0.0% |
Verlaten
| Citadel Advisors | $765,276 | was 0.0% |
| Goldman Sachs Group | $515,339 | was 0.0% |
| AQR Capital Management | $233,948 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 174 houders, 17.20M aandelen, $359.56M 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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