Catatan efek · kuartal yang diarsipkan
PFXF
nama menunggu ingest profil
41Pemegang yang dilacak
+2Δ pemegang
21.43MSaham yang dipegang
$375.85MNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.1% ·
aliran saham +9.5% ·
posisi baru bersih +4.9%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.35M | +15.2% | $93.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 3.27M | +28.5% | $57.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 3.22M | +8.6% | $56.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.92M | +3.8% | $33.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.81M | +4.4% | $31.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.15M | -22.0% | $20.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 660.09K | +16.9% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 556.95K | -9.4% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 484.05K | +47.5% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 476.91K | +1.9% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 367.77K | +12.4% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 243.50K | +17.0% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 242.55K | +6.7% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 216.65K | +14.4% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Blair William & Co/Il | 161.66K | -1.1% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 156.78K | -3.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 156.24K | -0.9% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 114.95K | +0.5% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 114.22K | -1.4% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Mirae Asset Global Investments Co.… | 107.11K | +129.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 103.06K | -3.3% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 92.82K | +12.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 88.55K | +5.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 57.85K | -23.9% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 47.24K | -50.4% | $828,643 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Sumitomo Mitsui Trust Group, Inc. | 45.84K | -4.9% | $804,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 37.40K | +4.0% | $655,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | First Manhattan Co. Llc. | 33.70K | Baru | $591,063 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 33.51K | +143.2% | $587,818 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 32.26K | +12.4% | $565,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 19.91K | +397.8% | $349,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 15.91K | Baru | $279,139 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 15.60K | -12.4% | $273,624 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 15.57K | Baru | $273,186 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.18K | +1731.7% | $248,666 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 2.28K | Baru | $40,026 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 609 | Baru | $10,682 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 176 | 0.0% | $3,087 | 0.0% | Held | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 140 | -35.5% | $2,428 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 60 | 0.0% | $1,052 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 13 | -77.6% | $228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| First Manhattan Co. Llc. | $591,063 | 0.0% |
| Mercer Global Advisors Inc… | $279,139 | 0.0% |
| Fifth Third Bancorp | $273,186 | 0.0% |
| Qube Research & Technologies… | $40,026 | 0.0% |
| Us Bancorp \De\ | $10,682 | 0.0% |
Telah keluar
| Citadel Advisors | $1.22M | adalah 0.0% |
| Susquehanna International… | $322,789 | adalah 0.0% |
| Simplex Trading, Llc | $5,174 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 212 pemegang, 35.92M saham, $619.01M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API