Effectdossier · gearchiveerd kwartaal
PFFD
naam in afwachting van profielverwerking
49Gevolgde houders
0Δ houders
30.13MGehouden aandelen
$554.30MGerapporteerde waarde
+5Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.6% · netto nieuwe posities 0.0% — formule
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | 0 | 28.81M | $538.41M | +2 | −2 |
| Q1 2026 | 49 | 0 | 30.13M | $554.30M | +5 | −5 |
| Q4 2025 | 48 | +1 | 30.50M | $577.59M | +1 | — |
| Q3 2025 | 5 | -1 | 4.72M | $91.64M | +1 | −2 |
| Q2 2025 | 4 | +1 | 126.08K | $2.37M | +1 | — |
| Q1 2025 | 2 | +1 | 37.90K | $721,521 | +1 | — |
| Q4 2024 | 1 | -1 | 21.30K | $415,641 | — | −1 |
| Q3 2024 | 2 | 0 | 160.43K | $3.33M | — | — |
| Q2 2024 | 2 | — | 27.56K | $542,361 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 3.61M | -6.1% | $66.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.56M | -4.3% | $47.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.56M | -4.3% | $47.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 2.25M | +34.2% | $41.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 1.58M | +4298.8% | $29.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.25M | +17.1% | $23.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 1.12M | +12.4% | $20.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 1.04M | +1.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 1.04M | +1.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 862.91K | -38.4% | $15.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 862.29K | +1.2% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 675.76K | -4.0% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 675.76K | -4.0% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 565.39K | +23.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 565.39K | +23.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 440.54K | +8.2% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 415.61K | -11.7% | $7.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 376.77K | -19.1% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 376.77K | -19.1% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 305.46K | -23.0% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 232.71K | -7.3% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 182.96K | +41.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 182.96K | +41.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 181.63K | Nieuw | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 140.87K | +5.4% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 140.87K | +5.4% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Jane Street Group, Llc | 119.94K | +129.1% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 113.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 113.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 108.28K | -92.4% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 98.64K | -7.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 86.60K | 0.0% | $1.59M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 71.06K | -55.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 59.65K | -2.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mariner, LLC | 55.45K | -10.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mariner, LLC | 55.45K | -10.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 55.35K | -0.1% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Captrust Financial Advisors | 53.17K | +268.8% | $978,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 51.21K | +89.7% | $942,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Manhattan Co. Llc. | 30.96K | Nieuw | $569,756 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 30.55K | Nieuw | $562,194 | 0.0% | New | 1 | SEC ↗ |
| 58 | Gotham Asset Management ✦ | 25.55K | +2.9% | $470,120 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 59 | Focus Partners Wealth | 24.40K | -26.8% | $449,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 22.64K | Nieuw | $416,521 | 0.0% | New | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 21.73K | 0.0% | $399,758 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 17.27K | -15.9% | $317,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Stifel Financial Corp | 14.94K | -23.8% | $274,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 5.25K | +92.2% | $96,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 2.00K | Nieuw | $36,760 | 0.0% | New | 1 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 612 | -13.3% | $11,263 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Simplex Trading, Llc | 499 | -3.5% | $9,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 95 | 0.0% | $1,745 | 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
| Baird Financial Group, Inc. | $3.34M | 0.0% |
| First Manhattan Co. Llc. | $569,756 | 0.0% |
| Fifth Third Bancorp | $562,194 | 0.0% |
| Citadel Advisors | $416,521 | 0.0% |
| TD Waterhouse Canada Inc. | $36,760 | 0.0% |
Verlaten
| Corient Private Wealth LP | $1.04M | was 0.0% |
| Renaissance Technologies | $319,390 | was 0.0% |
| Hrt Financial Lp | $220,000 | was 0.0% |
| Us Bancorp \De\ | $137,892 | was 0.0% |
| Citigroup Inc | $76 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 278 houders, 64.59M aandelen, $1.15B 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: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API