Effectdossier · gearchiveerd kwartaal
PJP
naam in afwachting van profielverwerking
38Gevolgde houders
-1Δ houders
486.01KGehouden aandelen
$57.63MGerapporteerde waarde
+4Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom -30.0% ·
netto nieuwe posities -2.6%
· formule
Brede distributie: dalende aandelen en minder houders
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.78K | $941,060 | n/a | n/a |
| 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 | 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 |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 102.18K | -62.0% | $12.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 50.06K | -36.7% | $5.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 42.97K | -1.6% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 39.04K | +41.8% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 36.90K | +35.9% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 30.64K | -58.9% | $3.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 25.70K | -53.1% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 23.01K | -51.8% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 16.83K | -73.0% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 15.24K | +1136.4% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 11.60K | -41.4% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 9.57K | +8.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 8.50K | -58.5% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 8.29K | -19.6% | $981,319 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 7.78K | +6.9% | $922,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 7.40K | +112.9% | $876,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 6.84K | +19.0% | $809,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 6.75K | +2.8% | $800,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.71K | +468.5% | $677,107 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Focus Partners Wealth | 4.51K | -3.7% | $534,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 4.15K | Nieuw | $491,673 | 0.0% | New | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 2.94K | -98.7% | $347,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 2.58K | -7.2% | $306,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 2.53K | 0.0% | $300,144 | 0.0% | Held | 3 | SEC ↗ |
| 25 | CIBC Bancorp USA Inc. | 2.20K | 0.0% | $260,583 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 2.06K | Nieuw | $244,238 | 0.0% | New | 1 | SEC ↗ |
| 27 | Chevy Chase Trust Holdings, LLC | 1.90K | Nieuw | $225,049 | 0.0% | New | 1 | SEC ↗ |
| 28 | Citigroup Inc | 1.85K | Nieuw | $219,719 | 0.0% | New | 1 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 1.84K | -92.5% | $217,468 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.67K | -17.2% | $198,267 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.32K | 0.0% | $156,942 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 519 | -8.8% | $61,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 389 | +12.1% | $46,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passief) | 230 | 0.0% | $27,243 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Blair William & Co/Il | 224 | +273.3% | $26,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 50 | 0.0% | $5,922 | 0.0% | Held | 3 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 24 | 0.0% | $2,839 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 18 | -65.4% | $2,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $491,673 | 0.0% |
| Nuveen, LLC | $244,238 | 0.0% |
| Chevy Chase Trust Holdings… | $225,049 | 0.0% |
| Citigroup Inc | $219,719 | 0.0% |
Verlaten
| Truist Financial Corp | $2.94M | was 0.0% |
| IMC-Chicago, LLC | $318,439 | was 0.0% |
| Mariner, LLC | $266,248 | was 0.0% |
| Quantinno Capital Management… | $227,546 | was 0.0% |
| Russell Investments Group… | $2,594 | 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 het vaakst nog meer 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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