Effectdossier · gearchiveerd kwartaal
PFFA
naam in afwachting van profielverwerking
36Gevolgde houders
+6Δ houders
7.44MGehouden aandelen
$151.52MGerapporteerde waarde
+8Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom -8.2% ·
netto nieuwe posities +16.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 58.09K | $1.14M | n/a | n/a |
| Q2 2026 | 34 | 0 | 8.43M | $173.42M | +4 | −5 |
| Q1 2026 | 36 | +6 | 7.44M | $151.52M | +8 | −2 |
| Q4 2025 | 30 | -2 | 8.11M | $174.73M | n/a | −2 |
| Q3 2025 | 4 | -1 | 115.69K | $2.51M | n/a | −1 |
| Q2 2025 | 3 | -1 | 26.91K | $560,556 | n/a | −1 |
| Q1 2025 | 2 | -1 | 48.05K | $1.02M | n/a | −1 |
| Q4 2024 | 3 | +3 | 159.63K | $3.50M | +3 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.02M | -43.4% | $41.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 862.82K | +105.6% | $17.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 700.06K | -0.3% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 454.49K | +58.5% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 339.04K | +17.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 239.20K | +7.0% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 174.44K | -28.7% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 169.05K | +16.0% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 70.70K | Nieuw | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 66.29K | +47.4% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 57.97K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 14 | Allspring Global Investments… | 47.40K | 0.0% | $965,064 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 42.20K | Nieuw | $859,090 | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 26.47K | -65.1% | $538,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Wealth Enhancement Advisory… | 20.21K | -34.8% | $416,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 13.62K | +0.7% | $277,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 11.00K | 0.0% | $223,960 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 10.52K | Nieuw | $214,146 | 0.0% | New | 1 | SEC ↗ |
| 23 | Simplex Trading, Llc | 9.06K | +183.2% | $184,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 7.53K | +2599.6% | $153,200 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Morgan Stanley ✦ | 6.47K | -21.5% | $131,656 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | TD Waterhouse Canada Inc. | 5.00K | 0.0% | $103,000 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 4.11K | Nieuw | $83,700 | 0.0% | New | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 4.00K | Nieuw | $81,440 | 0.0% | New | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.85K | 0.0% | $57,843 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.36K | Nieuw | $27,710 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 545 | -56.1% | $11,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 104 | Nieuw | $2,117 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS Group AG | 101 | +10000.0% | $2,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 5 | -72.2% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 1 | -75.0% | $20 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1 | -99.8% | $19 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $1.44M | 0.0% |
| Jane Street Group, Llc | $1.18M | 0.0% |
| Susquehanna International… | $859,090 | 0.0% |
| Qube Research & Technologies… | $214,146 | 0.0% |
| Fifth Third Bancorp | $83,700 | 0.0% |
| Blair William & Co/Il | $81,440 | 0.0% |
| Pnc Financial Services Group… | $27,710 | 0.0% |
| Jones Financial Companies Lllp | $2,117 | 0.0% |
Verlaten
| Creative Planning | $226,133 | was 0.0% |
| Us Bancorp \De\ | $4,310 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 194 houders, 17.69M aandelen, $334.18M 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 het vaakst nog meer 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: Q1 2026 ·
Methodologie ·
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