PJAN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +19.2% ·
aandelenstroom +17.8% ·
netto nieuwe posities +16.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 140.14K | $6.35M | n/a | n/a |
| Q2 2026 | 32 | +2 | 10.29M | $497.13M | +4 | −2 |
| 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. | 3.72M | -4.0% | $174.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.31M | +48.5% | $60.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 747.55K | -10.4% | $34.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Blair William & Co/Il | 625.51K | +57.5% | $28.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 622.15K | +13.9% | $28.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 584.92K | +48.1% | $26.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 519.35K | +18.5% | $23.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Focus Partners Wealth | 490.13K | -1.9% | $22.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 484.50K | +43.9% | $22.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 320.90K | +193.8% | $14.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Us Bancorp \De\ | 320.13K | +14721.1% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 317.96K | +15.6% | $14.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 235.72K | -14.1% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 151.65K | +15.1% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 102.81K | -2.3% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 75.17K | Nieuw | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 68.85K | +310.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 43.89K | -3.6% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 42.69K | Nieuw | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 42.35K | 0.0% | $1.95M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 33.17K | +3.8% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 28.13K | 0.0% | $1.30M | 0.0% | Held | 7 | SEC ↗ |
| 23 | Creative Planning | 25.80K | Nieuw | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 12.75K | 0.0% | $587,973 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 10.63K | +173.1% | $490,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 9.51K | +3.8% | $438,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.50K | Nieuw | $115,325 | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.04K | +5.8% | $94,290 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 911 | +5.9% | $42,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 670 | Nieuw | $30,907 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 499 | Nieuw | $23,019 | 0.0% | New | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $3.47M | 0.0% |
| Jane Street Group, Llc | $1.97M | 0.0% |
| Creative Planning | $1.19M | 0.0% |
| Fifth Third Bancorp | $115,325 | 0.0% |
| Northwestern Mutual Wealth… | $30,907 | 0.0% |
| Wells Fargo & Company/Mn | $23,019 | 0.0% |
Verlaten
| Royal Bank Of Canada | $12,000 | 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.