Effectdossier · gearchiveerd kwartaal
PKW
naam in afwachting van profielverwerking
56Gevolgde houders
+5Δ houders
3.55MGehouden aandelen
$464.36MGerapporteerde waarde
+6Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.8% ·
aandelenstroom +9.4% ·
netto nieuwe posities +8.9%
· 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 841.99K | -2.8% | $110.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 455.89K | -1.6% | $59.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 369.84K | -0.7% | $48.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 344.01K | +1.2% | $45.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 221.09K | -2.5% | $29.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 193.75K | +987.2% | $25.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 173.84K | +56.1% | $22.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 81.98K | +0.5% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 71.07K | +3.9% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 70.52K | +33.9% | $9.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 68.77K | +25.3% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 61.13K | +6.1% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 52.31K | -1.0% | $6.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 50.42K | +1.6% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Commonwealth Equity Services, Llc | 48.37K | -1.6% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 43.06K | +1.9% | $5.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 38.49K | Nieuw | $5.05M | 0.0% | New | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 36.33K | +6.0% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | JPMorgan Chase ✦ | 34.43K | +4.4% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Jones Financial Companies Lllp | 31.99K | +23.6% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 24.80K | +54.0% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 23.13K | +614.8% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 31.88K | -16.5% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 19.89K | -0.4% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 18.70K | -3.3% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 16.45K | +27.7% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 13.50K | +16.5% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 11.62K | Nieuw | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 11.06K | -26.1% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 9.66K | -5.9% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Corient Private Wealth LP | 9.00K | -50.0% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cibc World Market Inc. | 7.03K | -2.0% | $922,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 6.70K | +1.9% | $879,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 6.01K | -19.4% | $788,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 5.55K | Nieuw | $728,171 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 5.32K | +1.8% | $697,594 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 4.66K | 0.0% | $611,242 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 4.15K | -4.5% | $545,114 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Pnc Financial Services Group, Inc. | 3.93K | -1.6% | $516,199 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Lido Advisors, LLC | 3.12K | +50.8% | $408,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jane Street Group, Llc | 2.95K | Nieuw | $387,448 | 0.0% | New | 1 | SEC ↗ |
| 42 | Financial Engines Advisors L.L.C. | 2.91K | 0.0% | $381,673 | 0.0% | Held | 2 | SEC ↗ |
| 43 | First Manhattan Co. Llc. | 2.90K | 0.0% | $380,623 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.88K | +283.5% | $377,473 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 2.66K | n/a | $348,535 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 2.25K | 0.0% | $295,704 | 0.0% | Held | 2 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 2.14K | 0.0% | $280,873 | 0.0% | Held | 8 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 1.60K | 0.0% | $209,999 | 0.0% | Held | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 1.21K | +94.8% | $158,549 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Assetmark, Inc | 437 | -10.4% | $57,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Barclays Plc | 336 | Nieuw | $44,100 | 0.0% | New | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 291 | 0.0% | $38,194 | 0.0% | Held | 2 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 250 | 0.0% | $32,993 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 104 | -18.1% | $13,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 21 | Nieuw | $2,756 | 0.0% | New | 1 | SEC ↗ |
| 56 | Blair William & Co/Il | 17 | 0.0% | $2,231 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $5.05M | 0.0% |
| Goldman Sachs Group | $1.52M | 0.0% |
| Citadel Advisors | $728,171 | 0.0% |
| Jane Street Group, Llc | $387,448 | 0.0% |
| Barclays Plc | $44,100 | 0.0% |
| UBS AM, a distinct business… | $2,756 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $2.69M | 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: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API