Effectdossier · gearchiveerd kwartaal
PJP
naam in afwachting van profielverwerking
40Gevolgde houders
+6Δ houders
1.07MGehouden aandelen
$111.16MGerapporteerde waarde
+8Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.6% ·
aandelenstroom +30.0% ·
netto nieuwe posities +15.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 486.01K | $57.63M | +4 | −5 |
| 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 | — |
| Q2 2025 | 1 | -2 | 899 | $71,767 | — | −2 |
| Q1 2025 | 2 | +2 | 9.25K | $800,908 | +2 | — |
| Q3 2024 | 1 | 0 | 13.71K | $1.19M | — | — |
| Q2 2024 | 1 | — | 7.16K | $588,181 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 268.50K | +618.8% | $27.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 268.50K | +618.8% | $27.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 268.50K | +618.8% | $27.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 268.50K | +618.8% | $27.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 224.12K | +8142.6% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 79.11K | +33.3% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 74.46K | +234.0% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 74.46K | +234.0% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 62.38K | +479.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 62.38K | +479.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 54.77K | +45.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 54.77K | +45.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 54.77K | +45.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 47.71K | +284.8% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 47.71K | +284.8% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 43.65K | +16.7% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 43.65K | +16.7% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 43.65K | +16.7% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 43.65K | +16.7% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 28.34K | Nieuw | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 27.53K | Nieuw | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 27.16K | +47.1% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 24.50K | Nieuw | $2.54M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 20.46K | +250.7% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 19.79K | +27.5% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 19.79K | +27.5% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 10.30K | -4.1% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 8.80K | +113.1% | $913,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 7.28K | -1.1% | $750,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 6.56K | +4.8% | $654,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 5.75K | Nieuw | $596,441 | 0.0% | New | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 4.69K | -15.3% | $486,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 3.47K | -1.1% | $360,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | IMC-Chicago, LLC | 3.07K | Nieuw | $318,439 | 0.0% | New | 1 | SEC ↗ |
| 35 | Creative Planning | 2.78K | +9.0% | $288,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 2.57K | -20.8% | $266,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 2.53K | 0.0% | $262,928 | 0.0% | Held | 2 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 2.20K | — | $228,272 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 2.19K | Nieuw | $227,546 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.02K | -43.3% | $209,676 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.32K | 0.0% | $137,482 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 1.23K | +0.2% | $127,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.00K | 0.0% | $101,105 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 569 | -8.1% | $59,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 347 | Nieuw | $36,005 | 0.0% | New | 1 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 230 | -93.8% | $23,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 135 | 0.0% | $14,008 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Blair William & Co/Il | 60 | 0.0% | $6,226 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 52 | -5.5% | $5,396 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 50 | 0.0% | $5,188 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 25 | Nieuw | $2,594 | 0.0% | New | 1 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 24 | 0.0% | $2,491 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Truist Financial Corp | $2.94M | 0.0% |
| Mml Investors Services, Llc | $2.86M | 0.0% |
| Two Sigma Investments | $2.54M | 0.0% |
| Stifel Financial Corp | $596,441 | 0.0% |
| IMC-Chicago, LLC | $318,439 | 0.0% |
| Quantinno Capital Management… | $227,546 | 0.0% |
| Fifth Third Bancorp | $36,005 | 0.0% |
| Russell Investments Group… | $2,594 | 0.0% |
Verlaten
| Mirae Asset Global… | $166,741 | was 0.0% |
| Citigroup Inc | $24,567 | 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.
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: Q1 2026 ·
Methodologie ·
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