PFN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +4.5% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 1.16M | -5.1% | $8.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.14M | +6.2% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 770.93K | -0.4% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 741.88K | +7.2% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 638.60K | +10.8% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 354.15K | -6.3% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 316.66K | +4.5% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 313.94K | -21.6% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 223.78K | +760.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 212.51K | +7.0% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 209.18K | +25.8% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 197.17K | +65.0% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 182.35K | -1.9% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 175.29K | +112.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 86.77K | -4.7% | $618,692 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | IMC-Chicago, LLC | 84.73K | Nieuw | $604,153 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 75.21K | -40.7% | $536,262 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 67.61K | -11.3% | $482,093 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 35.80K | Nieuw | $255,218 | 0.0% | New | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 26.36K | +0.6% | $187,955 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 25.09K | -86.6% | $178,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Nomura Holdings Inc | 20.00K | -23.9% | $142,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 12.66K | +3.2% | $90,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.27K | Nieuw | $58,696 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 7.74K | -0.1% | $55,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 3.75K | +44.8% | $26,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.65K | 0.0% | $26,010 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 700 | -51.7% | $4,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1 | 0.0% | $5 | 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
| IMC-Chicago, LLC | $604,153 | 0.0% |
| Citadel Advisors | $255,218 | 0.0% |
| JPMorgan Chase | $58,696 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $199,975 | was 0.0% |
| Lido Advisors, LLC | $132,283 | was 0.0% |
| Mariner, LLC | $92,020 | 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.