Effectdossier · gearchiveerd kwartaal
PFM
naam in afwachting van profielverwerking
45Gevolgde houders
+3Δ houders
5.29MGehouden aandelen
$269.95MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom -1.4% ·
netto nieuwe posities +6.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 81.30K | $4.46M | n/a | n/a |
| Q2 2026 | 45 | +2 | 5.17M | $286.80M | +3 | −2 |
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.84M | +1.8% | $94.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 919.68K | +6.1% | $46.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 217.12K | +5.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 208.53K | +16.4% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 100.25K | -0.5% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 91.35K | -2.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 86.71K | -0.3% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 83.35K | -16.4% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 81.04K | +7.5% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 78.31K | -5.2% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Mariner, LLC | 70.00K | +1.5% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 67.70K | Nieuw | $3.46M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 56.41K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 25.21K | -18.4% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 23.97K | +5.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 21.79K | +11.3% | $1.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Goldman Sachs Group ✦ | 17.91K | Nieuw | $914,800 | 0.0% | New | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 17.24K | 0.0% | $880,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 26 | Brown Advisory Inc | 12.15K | -12.5% | $620,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 12.01K | +8.0% | $613,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 11.73K | +0.6% | $599,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Creative Planning | 10.76K | +4.5% | $549,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 10.30K | -1.1% | $526,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 9.58K | +67.7% | $489,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 8.71K | +101.0% | $444,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 8.37K | -5.3% | $427,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 6.40K | 0.0% | $326,988 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Charles Schwab Investment… | 6.39K | -22.0% | $326,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 5.65K | Nieuw | $288,618 | 0.0% | New | 1 | SEC ↗ |
| 37 | Allspring Global Investments… | 5.60K | +250.0% | $286,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 4.30K | -56.9% | $220,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $146,685 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 41 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $132,374 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 1.11K | +900.9% | $56,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cwm, Llc | 689 | 0.0% | $35,202 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 547 | Nieuw | $27,947 | 0.0% | New | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 173 | -38.4% | $8,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $3.46M | 0.0% |
| Goldman Sachs Group | $914,800 | 0.0% |
| Gotham Asset Management | $288,618 | 0.0% |
| Fifth Third Bancorp | $27,947 | 0.0% |
Verlaten
| Ameriprise Financial Inc | $906,056 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 134 houders, 7.55M aandelen, $382.34M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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