PFEB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom +13.0% ·
netto nieuwe posities +3.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 7.98M | $332.44M | +3 | −3 |
| Q1 2026 | 30 | +1 | 8.01M | $323.41M | +5 | −4 |
| Q4 2025 | 29 | 0 | 7.09M | $288.51M | — | — |
| Q3 2025 | 3 | +1 | 49.31K | $1.96M | +1 | — |
| Q2 2025 | 1 | 0 | 6.62K | $251,702 | — | — |
| Q1 2025 | 1 | -1 | 21.78K | $780,088 | — | −1 |
| Q4 2024 | 2 | 0 | 35.31K | $1.30M | — | — |
| Q3 2024 | 2 | +1 | 31.52K | $1.14M | +1 | — |
| Q2 2024 | 1 | — | 21.95K | $770,998 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.79M | +8.4% | $154.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.13M | -4.9% | $45.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.13M | -4.9% | $45.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.13M | -4.9% | $45.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 580.20K | +31.4% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 472.20K | +23.5% | $18.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 340.37K | +12.7% | $13.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 340.37K | +12.7% | $13.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 324.50K | +21.8% | $13.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 275.25K | +35.7% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Blair William & Co/Il | 246.69K | +18.2% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 236.74K | +370.9% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 161.90K | +19.3% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 87.70K | +18.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 82.72K | +44.7% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cerity Partners LLC | 62.78K | +135.7% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 55.99K | +16.2% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 34.55K | -3.0% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 25.00K | +2.2% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 23.56K | +96.4% | $944,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 14.08K | -2.7% | $565,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 13.47K | -72.8% | $540,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 10.76K | -20.3% | $431,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 8.88K | 0.0% | $355,888 | 0.0% | Held | 7 | SEC ↗ |
| 25 | Lido Advisors, LLC | 7.98K | 0.0% | $319,998 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Creative Planning | 7.40K | Nieuw | $296,740 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 5.85K | Nieuw | $234,585 | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 5.78K | Nieuw | $231,658 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 723 | -9.8% | $28,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 676 | 0.0% | $27,108 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 676 | 0.0% | $27,108 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 303 | Nieuw | $12,150 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 53 | Nieuw | $2,087 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 37 | 0.0% | $1,484 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Creative Planning | $296,740 | 0.0% |
| Bank Of America Corp /De/ | $234,585 | 0.0% |
| Captrust Financial Advisors | $231,658 | 0.0% |
| Northwestern Mutual Wealth… | $12,150 | 0.0% |
| JPMorgan Chase | $2,087 | 0.0% |
Verlaten
| Citadel Advisors | $838,443 | was 0.0% |
| Hrt Financial Lp | $599,000 | was 0.0% |
| UBS Group AG | $30,580 | was 0.0% |
| Barclays Plc | $29,928 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 232 houders, 17.09M aandelen, $611.35M 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.