PJAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom -0.7% ·
netto nieuwe posities -3.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 139.16K | $6.30M | n/a | −1 |
| Q2 2026 | 31 | +2 | 10.14M | $489.70M | +4 | −3 |
| Q1 2026 | 31 | +5 | 10.96M | $508.76M | +6 | −1 |
| Q4 2025 | 26 | -1 | 9.30M | $437.22M | n/a | −1 |
| Q3 2025 | 4 | -1 | 144.33K | $6.61M | n/a | −1 |
| Q2 2025 | 3 | +1 | 49.87K | $2.20M | +1 | n/a |
| Q1 2025 | 1 | 0 | 43.55K | $1.81M | n/a | n/a |
| Q4 2024 | 1 | -1 | 43.00K | $1.82M | n/a | −1 |
| Q3 2024 | 2 | +1 | 29.80K | $1.23M | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.48K | $904,330 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.87M | n/a | $182.14M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 885.17K | n/a | $41.62M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 834.39K | n/a | $39.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 546.43K | n/a | $25.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 499.83K | n/a | $23.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 438.31K | n/a | $20.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Blair William & Co/Il | 397.18K | n/a | $18.68M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 394.83K | n/a | $18.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 336.78K | n/a | $15.84M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 275.05K | n/a | $12.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 274.25K | n/a | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 131.74K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 109.23K | n/a | $5.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 105.24K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 45.55K | -51.8% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 42.35K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 31.96K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 28.13K | 0.0% | $1.32M | 0.0% | Held | 6 | SEC ↗ |
| 19 | Cerity Partners LLC | 16.76K | n/a | $788,008 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 12.75K | n/a | $599,317 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 9.16K | n/a | $430,797 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.89K | n/a | $183,049 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 2.16K | n/a | $101,563 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.93K | 0.0% | $90,843 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 860 | n/a | $40,437 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 252 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $902,940 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 277 houders, 27.11M aandelen, $1.17B 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.