Effectdossier · gearchiveerd kwartaal
PFXF
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
19.58MGehouden aandelen
$345.79MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 23.59M | $420.78M | +2 | −3 |
| Q1 2026 | 41 | +2 | 21.43M | $375.85M | +5 | −3 |
| Q4 2025 | 39 | 0 | 19.58M | $345.79M | +1 | −1 |
| Q3 2025 | 4 | -1 | 2.62M | $46.61M | — | −1 |
| Q2 2025 | 3 | 0 | 87.58K | $1.50M | — | — |
| Q1 2025 | 2 | +1 | 46.04K | $771,630 | +1 | — |
| Q4 2024 | 1 | 0 | 2.96K | $51,008 | +1 | −1 |
| Q3 2024 | 1 | +1 | 58.21K | $1.06M | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.65M | — | $82.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.96M | — | $52.30M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.54M | -1.5% | $44.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.85M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.74M | — | $30.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.47M | — | $25.99M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 615.10K | — | $10.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 564.77K | — | $9.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 468.03K | — | $8.27M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 328.16K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Osaic Holdings, Inc. | 327.10K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 227.26K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 208.12K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 189.43K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Blair William & Co/Il | 163.40K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 162.71K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 157.68K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 114.41K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 115.89K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Creative Planning | 106.57K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 95.30K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 83.69K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cetera Investment Advisers | 82.82K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 76.06K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 69.31K | Nieuw | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 26 | Sumitomo Mitsui Trust Group, Inc. | 48.20K | — | $851,141 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 46.66K | — | $823,927 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 35.96K | — | $635,073 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 28.70K | — | $506,853 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 18.28K | — | $322,789 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 17.80K | — | $314,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Jane Street Group, Llc | 13.78K | — | $243,302 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 4.00K | — | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 774 | -36.5% | $13,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Simplex Trading, Llc | 293 | — | $5,174 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 217 | -96.3% | $3,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 176 | — | $3,108 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 60 | — | $1,060 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 58 | — | $1,024 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $1.22M | 0.0% |
Verlaten
| Renaissance Technologies | $631,066 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 212 houders, 35.92M aandelen, $619.01M 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 verder het vaakst 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: Q4 2025 ·
Methodologie ·
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