PFFV
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +8.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.29M | +5.5% | $50.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 261.72K | 0.0% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 195.18K | +84.8% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Gotham Asset Management ✦ | 145.59K | +85.0% | $3.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Creative Planning | 144.23K | -14.0% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 135.83K | +4.7% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Rockefeller Capital Management L.P. | 130.32K | +1.0% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 96.43K | +8.5% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 74.04K | +8.3% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 53.16K | +2487.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 38.07K | -11.9% | $831,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 29.94K | Nieuw | $653,496 | 0.0% | New | 1 | SEC ↗ |
| 13 | First Manhattan Co. Llc. | 28.09K | 0.0% | $613,070 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 24.70K | -2.5% | $539,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 17.07K | 0.0% | $372,500 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 10.48K | -2.1% | $228,732 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Sei Investments Co | 10.32K | Nieuw | $225,280 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 9.80K | Nieuw | $214,005 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.08K | +0.3% | $155,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Cwm, Llc | 4.90K | 0.0% | $107,046 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $653,496 | 0.0% |
| Sei Investments Co | $225,280 | 0.0% |
| Fifth Third Bancorp | $214,005 | 0.0% |
Verlaten
| Citadel Advisors | $835,761 | was 0.0% |
| Hrt Financial Lp | $505,000 | was 0.0% |
| Corient Private Wealth LP | $461,668 | 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.