PJP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom -6.8% ·
netto nieuwe posities -3.0%
· 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 | 7.78K | $941,060 | n/a | n/a |
| Q2 2026 | 37 | -1 | 483.08K | $57.29M | +4 | −6 |
| Q1 2026 | 40 | +6 | 1.07M | $111.16M | +8 | −2 |
| Q4 2025 | 33 | -1 | 319.35K | $33.38M | +1 | −2 |
| Q3 2025 | 5 | +1 | 68.92K | $6.37M | +1 | n/a |
| Q2 2025 | 1 | -2 | 899 | $71,767 | n/a | −2 |
| Q1 2025 | 2 | +2 | 9.25K | $800,908 | +2 | n/a |
| Q3 2024 | 1 | 0 | 13.71K | $1.19M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.16K | $588,181 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 59.37K | n/a | $6.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 37.77K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 37.41K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 37.36K | +0.2% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Bank Of America Corp /De/ | 22.29K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 18.46K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 15.52K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 12.40K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 10.76K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 10.75K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 7.36K | n/a | $768,666 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 6.26K | n/a | $654,582 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 5.83K | n/a | $609,869 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 5.53K | n/a | $578,388 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 4.13K | n/a | $432,163 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 3.70K | Nieuw | $386,798 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.56K | +269.3% | $372,551 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 3.51K | n/a | $367,044 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 3.24K | n/a | $338,613 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 2.72K | n/a | $284,193 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 2.55K | n/a | $266,863 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 2.53K | n/a | $264,904 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mirae Asset Global Investments Co.… | 1.59K | n/a | $166,741 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.32K | n/a | $138,516 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.23K | n/a | $128,653 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.00K | -50.0% | $104,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 619 | n/a | $64,710 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 235 | n/a | $24,567 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 135 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 60 | n/a | $6,272 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 55 | n/a | $5,750 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 50 | n/a | $5,227 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 24 | n/a | $2,508 | 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
| BlackRock | $386,798 | 0.0% |
Verlaten
| Goldman Sachs Group | $2.15M | was 0.0% |
| Citadel Advisors | $503,886 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 1.46M aandelen, $149.12M 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.