PFL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom +3.3% ·
netto nieuwe posities +10.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 4.35M | $34.61M | +5 | −2 |
| Q1 2026 | 29 | +3 | 4.28M | $34.24M | +3 | — |
| Q4 2025 | 26 | 0 | 4.14M | $34.94M | — | — |
| Q3 2025 | 2 | 0 | 518.64K | $4.42M | — | — |
| Q2 2025 | 1 | — | 26.82K | $223,645 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 805.01K | +11.9% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 805.01K | +11.9% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 589.04K | +6.3% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 589.04K | +6.3% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 419.88K | -15.6% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 411.85K | -1.1% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 411.85K | -1.1% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 331.44K | +4.4% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 275.92K | +7.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 235.47K | +16.1% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 234.65K | +0.8% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 234.65K | +0.8% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 214.51K | +23.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 205.19K | +0.1% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 197.80K | -21.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 92.41K | +0.4% | $739,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 59.37K | +5.9% | $474,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 59.37K | +5.9% | $474,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 59.37K | +5.9% | $474,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 38.31K | +205.4% | $306,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 38.31K | +205.4% | $306,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 24.79K | 0.0% | $199,519 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 21.41K | +7.0% | $171,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 19.76K | 0.0% | $158,112 | 0.0% | Held | 4 | SEC ↗ |
| 25 | Lido Advisors, LLC | 18.82K | 0.0% | $152,052 | 0.0% | Held | 2 | SEC ↗ |
| 26 | UBS Group AG | 17.14K | +0.1% | $137,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 17.14K | +0.1% | $137,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 17.14K | +0.1% | $137,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 17.11K | +48.7% | $136,562 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 15.10K | 0.0% | $120,760 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 11.74K | +2.5% | $93,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 11.38K | -17.9% | $91,007 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Barclays Plc | 8.00K | Nieuw | $64,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 1.43K | 0.0% | $11,472 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 1.10K | 0.0% | $8,800 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 730 | Nieuw | $5,840 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 635 | Nieuw | $4,896 | 0.0% | New | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 178 | -78.6% | $1,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Barclays Plc | $64,000 | 0.0% |
| Fifth Third Bancorp | $5,840 | 0.0% |
| Jones Financial Companies Lllp | $4,896 | 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.