Effectdossier · gearchiveerd kwartaal
PJAN
naam in afwachting van profielverwerking
32Gevolgde houders
+2Δ houders
10.29MGehouden aandelen
$497.13MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom -4.0% ·
netto nieuwe posities +6.2%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 4 | -1 | 144.33K | $6.61M | — | −1 |
| Q2 2025 | 3 | +1 | 49.87K | $2.20M | +1 | — |
| Q1 2025 | 1 | 0 | 43.55K | $1.81M | — | — |
| Q4 2024 | 1 | -1 | 43.00K | $1.82M | — | −1 |
| Q3 2024 | 2 | +1 | 29.80K | $1.23M | +1 | — |
| Q2 2024 | 1 | — | 22.48K | $904,330 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.66M | -1.5% | $169.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.18M | -10.3% | $58.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.18M | -10.3% | $58.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.18M | -10.3% | $58.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.18M | -10.3% | $58.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 737.98K | -1.3% | $36.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 671.77K | +14.8% | $33.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Blair William & Co/Il | 592.99K | -5.2% | $29.35M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 529.24K | -14.9% | $26.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 507.85K | -2.2% | $25.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 507.85K | -2.2% | $25.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 475.32K | -3.0% | $23.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 472.27K | -2.5% | $23.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 314.85K | -1.9% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 281.17K | -11.6% | $13.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Us Bancorp \De\ | 181.56K | -43.3% | $8.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 181.56K | -43.3% | $8.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 150.13K | -1.0% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 99.92K | -2.8% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 66.90K | -11.0% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 59.11K | +34.7% | $2.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 59.11K | +34.7% | $2.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 59.11K | +34.7% | $2.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Hrt Financial Lp | 58.66K | Nieuw | $2.90M | 0.0% | New | 1 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 47.43K | Nieuw | $2.35M | 0.0% | New | 1 | SEC ↗ |
| 26 | Lido Advisors, LLC | 35.23K | -16.8% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 33.98K | -50.6% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 33.98K | -50.6% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 33.17K | 0.0% | $1.64M | 0.0% | Held | 3 | SEC ↗ |
| 30 | Creative Planning | 30.24K | +17.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 28.67K | +1.9% | $1.42M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 12.68K | -0.5% | $627,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 9.18K | -13.7% | $454,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 8.41K | -80.3% | $416,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 4.07K | Nieuw | $201,231 | 0.0% | New | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 4.07K | Nieuw | $201,231 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 2.50K | 0.0% | $123,725 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.04K | 0.0% | $101,158 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Assetmark, Inc | 978 | +7.3% | $48,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 423 | -36.9% | $20,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Barclays Plc | 400 | Nieuw | $19,796 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $2.90M | 0.0% |
| Quantinno Capital Management… | $2.35M | 0.0% |
| Bank of New York Mellon Corp | $201,231 | 0.0% |
| Bank of New York Mellon Corp | $201,231 | 0.0% |
| Barclays Plc | $19,796 | 0.0% |
Verlaten
| Mariner, LLC | $438,789 | was 0.0% |
| Wells Fargo & Company/Mn | $23,019 | 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.
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: Q2 2026 ·
Methodologie ·
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