PFM
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +2.4% ·
flux d'actions +2.7% ·
nouvelles positions nettes +2.4%
· formule
Accumulation large : hausse des positions chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 81.30K | $4.46M | n/a | n/a |
| Q2 2026 | 46 | +2 | 5.23M | $289.95M | +3 | −1 |
| Q1 2026 | 45 | +3 | 5.29M | $269.95M | +4 | −1 |
| Q4 2025 | 42 | +1 | 5.37M | $276.34M | +2 | −1 |
| Q3 2025 | 4 | 0 | 859.11K | $43.59M | n/a | n/a |
| Q2 2025 | 1 | -1 | 16.11K | $775,809 | n/a | −1 |
| Q1 2025 | 1 | +1 | 16.22K | $742,735 | +1 | n/a |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | n/a | $93.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 866.57K | n/a | $44.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 277.78K | n/a | $14.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 206.36K | n/a | $10.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passif) | 197.45K | Nouveau | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 179.17K | n/a | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 100.72K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | TD Waterhouse Canada Inc. | 99.66K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 93.54K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 86.97K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 82.56K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 75.41K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 70.84K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Mariner, LLC | 68.96K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 56.83K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 56.79K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 30.90K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 27.75K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Bank Of Montreal /Can/ | 22.66K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 19.58K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 17.59K | n/a | $906,056 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 17.24K | n/a | $875,097 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 13.88K | n/a | $715,040 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Deutsche Bank Ag\ | 12.91K | n/a | $665,252 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Stifel Financial Corp | 11.66K | n/a | $600,719 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 11.12K | n/a | $572,694 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 10.42K | n/a | $536,524 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 10.29K | n/a | $529,968 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 9.97K | n/a | $522,657 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 8.84K | n/a | $455,199 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Charles Schwab Investment… | 8.19K | n/a | $421,669 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 6.40K | n/a | $329,630 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 5.71K | n/a | $294,121 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 4.33K | Nouveau | $223,015 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.87K | n/a | $147,871 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | National Bank Of Canada /Fi/ | 2.59K | n/a | $133,359 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Allspring Global Investments… | 1.60K | n/a | $83,168 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 689 | n/a | $35,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 281 | n/a | $14,473 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 111 | n/a | $5,717 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| BlackRock | $10.17M | 0.0% |
| Citadel Advisors | $223,015 | 0.0% |
Sorti(e)
| Goldman Sachs Group | $2.18M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 134 détenteurs, 7.55M actions, $382.34M 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 co-détentions, sans relation fondamentale sous-jacente.