PJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom +0.2% ·
netto nieuwe posities +3.1%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 434.53K | $20.43M | n/a | −1 |
| Q2 2026 | 27 | -5 | 7.56M | $358.84M | +1 | −7 |
| Q1 2026 | 34 | +2 | 7.73M | $356.43M | +4 | −2 |
| Q4 2025 | 32 | +1 | 8.63M | $400.95M | +1 | n/a |
| Q3 2025 | 2 | n/a | 1.45K | $66,165 | n/a | n/a |
| Q1 2025 | 2 | +1 | 20.82K | $836,716 | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.60K | $601,206 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.60K | $591,128 | +1 | −1 |
| Q2 2024 | 1 | n/a | 9.03K | $350,660 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.27M | n/a | $151.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 720.17K | n/a | $33.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Blair William & Co/Il | 634.21K | n/a | $29.45M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 538.84K | n/a | $25.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 449.27K | n/a | $20.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 432.01K | n/a | $20.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 410.62K | n/a | $19.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 366.45K | n/a | $17.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 346.70K | n/a | $16.10M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 317.26K | n/a | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 311.29K | n/a | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 277.22K | n/a | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 193.53K | n/a | $8.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 150.81K | n/a | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 38.54K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 25.65K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 24.31K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 21.09K | n/a | $979,394 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 18.54K | n/a | $860,906 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Lido Advisors, LLC | 16.81K | n/a | $780,349 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.94K | Nieuw | $647,327 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 12.21K | n/a | $566,910 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 11.67K | n/a | $541,745 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 11.53K | n/a | $535,199 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Neuberger Berman Group LLC | 10.16K | n/a | $471,636 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 6.51K | n/a | $302,399 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.30K | +164.5% | $106,603 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | UBS Group AG | 1.18K | n/a | $54,741 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Barclays Plc | 1.12K | n/a | $51,862 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 583 | 0.0% | $27,069 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 551 | n/a | $25,583 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 35 | n/a | $1,625 | 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
| Citadel Advisors | $647,327 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 266 houders, 16.82M aandelen, $681.59M 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.