Effectdossier · gearchiveerd kwartaal
PKW
naam in afwachting van profielverwerking
50Gevolgde houders
-2Δ houders
3.24MGehouden aandelen
$435.32MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -1.9% ·
netto nieuwe posities -4.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 40.28K | $4.38M | n/a | −1 |
| Q2 2026 | 54 | 0 | 3.43M | $484.92M | +2 | −3 |
| Q1 2026 | 56 | +5 | 3.55M | $464.36M | +6 | −1 |
| Q4 2025 | 50 | -2 | 3.24M | $435.32M | +1 | −3 |
| Q3 2025 | 8 | +1 | 482.55K | $63.93M | +1 | n/a |
| Q2 2025 | 4 | 0 | 45.08K | $5.57M | n/a | n/a |
| Q1 2025 | 2 | 0 | 15.16K | $1.71M | n/a | n/a |
| Q4 2024 | 2 | 0 | 11.55K | $1.33M | n/a | n/a |
| Q3 2024 | 2 | 0 | 9.67K | $1.11M | n/a | n/a |
| Q2 2024 | 2 | n/a | 3.83K | $398,353 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 865.96K | n/a | $116.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 463.31K | n/a | $62.23M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 372.42K | n/a | $50.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 339.90K | +4.8% | $45.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 226.65K | n/a | $30.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 111.34K | n/a | $14.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Mariner, LLC | 81.59K | n/a | $10.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 68.41K | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 57.61K | n/a | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 54.88K | n/a | $7.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 52.85K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 52.65K | n/a | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 49.65K | n/a | $6.67M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Commonwealth Equity Services, Llc | 49.13K | n/a | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 42.26K | +2.9% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 38.16K | n/a | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 34.28K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | JPMorgan Chase ✦ | 32.97K | -49.7% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Jones Financial Companies Lllp | 25.88K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 20.00K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 19.97K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 19.34K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 18.01K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Stifel Financial Corp | 17.82K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Focus Partners Wealth | 16.10K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 14.96K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 12.88K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 11.58K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 10.26K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Mercer Global Advisors Inc /Adv | 7.46K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 7.17K | n/a | $962,671 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 6.58K | n/a | $883,156 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 5.22K | n/a | $700,889 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 4.66K | n/a | $626,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.35K | n/a | $584,019 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Pnc Financial Services Group, Inc. | 4.00K | n/a | $536,643 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Susquehanna International Group, Llp | 3.24K | n/a | $434,660 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 2.91K | n/a | $390,603 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | First Manhattan Co. Llc. | 2.90K | n/a | $389,529 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 2.25K | n/a | $302,624 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 2.14K | 0.0% | $287,445 | 0.0% | Held | 7 | SEC ↗ |
| 42 | Lido Advisors, LLC | 2.07K | n/a | $273,704 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.60K | Nieuw | $214,912 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 750 | n/a | $100,740 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 620 | 0.0% | $83,279 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 488 | n/a | $65,548 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 291 | n/a | $39,087 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 250 | n/a | $33,568 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 127 | n/a | $17,059 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 17 | n/a | $2,283 | 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
| AQR Capital Management | $214,912 | 0.0% |
Verlaten
| Two Sigma Investments | $4.37M | was 0.0% |
| Goldman Sachs Group | $1.44M | was 0.0% |
| Citadel Advisors | $662,797 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 249 houders, 5.30M aandelen, $672.23M 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: Q4 2025 ·
Methodologie ·
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