PFLD
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +4.3% ·
flux d'actions +2.5% ·
nouvelles positions nettes +4.2%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 10.12M | $197.93M | +3 | −2 |
| Q1 2026 | 23 | +3 | 9.88M | $191.30M | +3 | — |
| Q4 2025 | 20 | 0 | 10.33M | $202.12M | — | — |
| Q3 2025 | 4 | 0 | 5.27M | $103.86M | — | — |
| Q2 2025 | 2 | +1 | 141.74K | $2.78M | +1 | — |
| Q1 2025 | 1 | 0 | 60.09K | $1.21M | +1 | −1 |
| Q4 2024 | 1 | +1 | 169.32K | $3.48M | +1 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.64M | +5.9% | $90.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.64M | +5.9% | $90.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.64M | +5.9% | $90.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.35M | +1.2% | $46.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.35M | +1.2% | $46.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 688.34K | -0.1% | $13.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 454.76K | +1.7% | $8.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 454.76K | +1.7% | $8.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 411.30K | -5.3% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 411.30K | -5.3% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 346.81K | +11.8% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 346.81K | +11.8% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 346.81K | +11.8% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 337.38K | -0.1% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 226.45K | +9.2% | $4.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | Captrust Financial Advisors | 171.10K | +1.0% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 122.78K | +12.8% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 87.47K | -14.3% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 66.72K | +28.0% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 56.33K | +1.1% | $1.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Jane Street Group, Llc | 48.58K | -54.5% | $949,759 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 47.84K | -19.9% | $935,223 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 14.24K | 0.0% | $278,353 | 0.0% | Held | 2 | SEC ↗ |
| 24 | UBS Group AG | 12.99K | +31.2% | $254,033 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 12.59K | Nouveau | $246,056 | 0.0% | New | 1 | SEC ↗ |
| 26 | Creative Planning | 11.00K | -8.3% | $215,050 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 7.00K | 0.0% | $136,850 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 4.27K | 0.0% | $83,439 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.04K | Nouveau | $20,419 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 385 | Nouveau | $7,569 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 0 | — | $3 | 0.0% | Held | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Ameriprise Financial Inc | $246,056 | 0.0% |
| Fidelity (FMR) | $20,419 | 0.0% |
| Jones Financial Companies Lllp | $7,569 | 0.0% |
Sorti(e)
| Hrt Financial Lp | $459,000 | était 0.0% |
| Susquehanna International… | $410,858 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 59 détenteurs, 12.31M actions, $231.62M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.