Effectdossier · gearchiveerd kwartaal
PFM
naam in afwachting van profielverwerking
46Gevolgde houders
+2Δ houders
5.23MGehouden aandelen
$289.95MGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom -1.1% ·
netto nieuwe posities +4.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 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 |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | -1.8% | $100.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 910.25K | -1.0% | $50.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Jones Financial Companies Lllp | 231.53K | +11.0% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 225.10K | +3.7% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 99.58K | -0.7% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 85.97K | -0.8% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 85.29K | -6.6% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 77.04K | -7.6% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 75.67K | -3.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 75.53K | -6.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | HighTower Advisors, LLC | 56.78K | +0.7% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 17 | Mml Investors Services, Llc | 33.05K | +31.1% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 23.18K | -3.3% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 22.98K | +5.5% | $1.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Lido Advisors, LLC | 17.24K | 0.0% | $956,165 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Mercer Global Advisors Inc /Adv | 15.15K | +58.2% | $840,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Susquehanna International Group, Llp | 14.71K | -78.3% | $815,679 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Brown Advisory Inc | 12.15K | 0.0% | $673,716 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 12.04K | +0.2% | $667,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 11.68K | -34.7% | $647,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 11.29K | -3.8% | $626,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 10.30K | 0.0% | $571,458 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Creative Planning | 10.29K | -4.3% | $570,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Allspring Global Investments… | 9.85K | +75.9% | $548,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 9.24K | +6.2% | $512,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 7.37K | -11.9% | $408,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 6.40K | 0.0% | $354,908 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Charles Schwab Investment… | 5.81K | -9.1% | $322,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 5.65K | 0.0% | $313,262 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 4.15K | -3.4% | $232,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 4.14K | Nieuw | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 3.98K | 0.0% | $220,574 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $159,209 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 41 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $143,567 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 2.34K | Nieuw | $129,930 | 0.0% | New | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 1.11K | 0.0% | $61,610 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Citigroup Inc | 1.02K | Nieuw | $56,563 | 0.0% | New | 1 | SEC ↗ |
| 45 | Fifth Third Bancorp | 547 | 0.0% | $30,334 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 173 | 0.0% | $9,594 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $229,000 | 0.0% |
| Blair William & Co/Il | $129,930 | 0.0% |
| Citigroup Inc | $56,563 | 0.0% |
Verlaten
| Mariner, LLC | $3.58M | 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: Q2 2026 ·
Methodologie ·
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