PGHY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.0% ·
aandelenstroom -6.4% ·
netto nieuwe posities -20.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 362.95K | +12.8% | $7.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 261.56K | +2.1% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Jones Financial Companies Lllp | 104.47K | +25.5% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 56.05K | -71.5% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 50.96K | -3.5% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 39.68K | -0.8% | $781,634 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 35.13K | +17.5% | $692,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 26.02K | -5.8% | $512,621 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 24.56K | +10.0% | $483,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Hrt Financial Lp | 22.51K | Nieuw | $443,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 20.44K | +5.0% | $402,653 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Tidal Investments LLC | 18.30K | 0.0% | $360,530 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 10.73K | 0.0% | $211,480 | 0.0% | Held | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 6.66K | -0.5% | $131,555 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.10K | 0.0% | $61,000 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 1.99K | -2.2% | $39,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 918 | -15.7% | $18,076 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 500 | 0.0% | $9,850 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 332 | -52.4% | $6,540 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 147 | 0.0% | $2,896 | 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 | $443,000 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.80M | was 0.0% |
| Focus Partners Wealth | $229,848 | was 0.0% |
| Citadel Advisors | $225,874 | was 0.0% |
| Bank Of Montreal /Can/ | $24,263 | was 0.0% |
| Fifth Third Bancorp | $641 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 6.68M aandelen, $128.47M 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.