PFFV
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +9.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.17M | +14.9% | $48.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 261.71K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 167.78K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 129.68K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 129.00K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 105.63K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 88.87K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 78.68K | 0.0% | $1.75M | 0.0% | Held | 4 | SEC ↗ |
| 9 | Raymond James Financial Inc | 68.37K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 43.23K | n/a | $960,646 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 37.61K | Nieuw | $835,761 | 0.0% | New | 1 | SEC ↗ |
| 12 | First Manhattan Co. Llc. | 28.09K | n/a | $624,071 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 25.32K | n/a | $562,586 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 22.76K | n/a | $505,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 20.77K | n/a | $461,668 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 17.07K | n/a | $379,184 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 10.71K | n/a | $237,957 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 7.07K | n/a | $157,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 4.90K | n/a | $109,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 2.05K | n/a | $45,640 | 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
| Citadel Advisors | $835,761 | 0.0% |
Verlaten
| JPMorgan Chase | $823,350 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 6.44M aandelen, $120.58M 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.