PJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.2% ·
aandelenstroom +5.7% ·
netto nieuwe posities -17.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -5 | 7.91M | $375.80M | +1 | −6 |
| Q1 2026 | 34 | +2 | 7.73M | $356.43M | +4 | −2 |
| Q4 2025 | 32 | +1 | 8.63M | $400.95M | +1 | — |
| Q3 2025 | 2 | — | 1.45K | $66,165 | — | — |
| Q1 2025 | 2 | +1 | 20.82K | $836,716 | +1 | — |
| Q4 2024 | 1 | 0 | 14.60K | $601,206 | — | — |
| Q3 2024 | 1 | 0 | 14.60K | $591,128 | +1 | −1 |
| Q2 2024 | 1 | — | 9.03K | $350,660 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.37M | +6.8% | $155.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 637.86K | -8.9% | $31.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Blair William & Co/Il | 533.96K | -12.6% | $26.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 472.89K | +3.7% | $23.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 440.92K | +37.4% | $21.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 386.41K | -4.5% | $18.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 386.41K | -4.5% | $18.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 354.70K | +31.4% | $17.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 347.45K | +1.9% | $16.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 291.00K | +6.7% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 170.95K | +16.1% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 147.22K | +0.5% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 132.34K | +67.2% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 76.02K | +260.4% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 36.65K | 0.0% | $1.79M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 19.70K | +17.2% | $961,313 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 19.68K | -16.7% | $960,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Creative Planning | 18.34K | +0.1% | $895,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 12.62K | -71.8% | $616,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 11.57K | -5.2% | $564,732 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Neuberger Berman Group LLC | 10.16K | 0.0% | $495,812 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 8.45K | -49.7% | $412,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.54K | +161.2% | $270,485 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.54K | +161.2% | $270,485 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.54K | +161.2% | $270,485 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 946 | +62.3% | $46,174 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 551 | 0.0% | $26,894 | 0.0% | Held | 3 | SEC ↗ |
| 32 | UBS Group AG | 277 | Nieuw | $13,520 | 0.0% | New | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 109 | -63.5% | $5,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 35 | 0.0% | $1,708 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| UBS Group AG | $13,520 | 0.0% |
Verlaten
| Citadel Advisors | $691,259 | was 0.0% |
| Corient Private Wealth LP | $426,164 | was 0.0% |
| Hrt Financial Lp | $350,000 | was 0.0% |
| Wells Fargo & Company/Mn | $300,490 | was 0.0% |
| AQR Capital Management | $222,023 | was 0.0% |
| Barclays Plc | $27,581 | was 0.0% |
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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.