PFL
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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.3% · 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 | Ameriprise Financial Inc | 719.42K | n/a | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 497.73K | n/a | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 416.40K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 317.35K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 255.72K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 252.97K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 232.81K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 204.99K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 202.81K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 173.47K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 92.05K | n/a | $775,971 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 56.05K | n/a | $472,525 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | TD Waterhouse Canada Inc. | 24.79K | n/a | $209,681 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 20.00K | n/a | $168,583 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 19.76K | +923.0% | $166,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 18.82K | n/a | $161,835 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 17.12K | n/a | $144,347 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 15.10K | n/a | $127,251 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 13.86K | n/a | $116,868 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 12.55K | n/a | $105,771 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 11.51K | n/a | $97,332 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 11.45K | n/a | $96,557 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 1.43K | n/a | $12,089 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 1.10K | n/a | $9,273 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 833 | n/a | $7,095 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 86 houders, 8.01M aandelen, $60.65M 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.