PFN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +8.1% ·
netto nieuwe posities +10.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.24K | $83,400 | n/a | n/a |
| Q2 2026 | 29 | +1 | 7.10M | $50.60M | +3 | −3 |
| Q1 2026 | 30 | +3 | 6.85M | $47.20M | +4 | −1 |
| Q4 2025 | 27 | +1 | 6.34M | $47.55M | +1 | n/a |
| Q3 2025 | 1 | n/a | 649.45K | $4.93M | n/a | n/a |
| Q4 2024 | 1 | 0 | 12.33K | $91,873 | +1 | −1 |
| Q3 2024 | 1 | +1 | 78.66K | $599,366 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.23M | -6.8% | $8.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.07M | -1.7% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 773.81K | -4.0% | $5.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 692.32K | +2.7% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 576.18K | -26.3% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 400.64K | +243.4% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 378.00K | +404.2% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 302.96K | +46.2% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 198.55K | +4.8% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 186.73K | +142.5% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 185.86K | -1.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 166.34K | +10.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 126.90K | -5.0% | $874,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 119.53K | +89.2% | $823,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 91.06K | -1.4% | $627,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 82.54K | -26.8% | $568,694 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 76.24K | +2.9% | $525,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 29.08K | -0.9% | $200,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 29.02K | +5.8% | $199,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Nomura Holdings Inc | 26.30K | Nieuw | $181,207 | 0.0% | New | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 26.21K | +0.5% | $180,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 26.00K | Nieuw | $179,112 | 0.0% | New | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 19.00K | 0.0% | $132,283 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Mariner, LLC | 13.36K | Nieuw | $92,020 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 12.27K | -0.8% | $84,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 7.74K | Nieuw | $53,329 | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.65K | 0.0% | $25,135 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 2.59K | 0.0% | $17,838 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.45K | +107.1% | $9,993 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Fidelity (FMR) ✦ | 1 | 0.0% | $5 | 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
| Nomura Holdings Inc | $181,207 | 0.0% |
| Susquehanna International… | $179,112 | 0.0% |
| Mariner, LLC | $92,020 | 0.0% |
| Fifth Third Bancorp | $53,329 | 0.0% |
Verlaten
| Hrt Financial Lp | $513,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 14.08M aandelen, $88.71M 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.