PFLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.3% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 337.71K | $6.48M | n/a | n/a |
| Q2 2026 | 24 | +1 | 10.12M | $197.93M | +3 | −2 |
| Q1 2026 | 23 | +3 | 9.88M | $191.30M | +3 | n/a |
| Q4 2025 | 20 | 0 | 10.33M | $202.12M | n/a | n/a |
| Q3 2025 | 4 | 0 | 5.27M | $103.86M | n/a | n/a |
| Q2 2025 | 2 | +1 | 141.74K | $2.78M | +1 | n/a |
| Q1 2025 | 1 | 0 | 60.09K | $1.21M | +1 | −1 |
| Q4 2024 | 1 | +1 | 169.32K | $3.48M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.31M | -15.8% | $84.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.41M | n/a | $47.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 741.08K | n/a | $14.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 499.00K | n/a | $9.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 493.60K | n/a | $9.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 387.33K | n/a | $7.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 369.42K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 340.39K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 188.19K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 168.45K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 113.92K | 0.0% | $2.23M | 0.0% | Held | 4 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 95.78K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 80.30K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 58.76K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 40.70K | +1.3% | $796,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 12.02K | n/a | $235,113 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 10.47K | n/a | $204,885 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 7.00K | n/a | $136,955 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 4.27K | n/a | $83,503 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 0 | n/a | $3 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 12.31M aandelen, $231.62M 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.