PMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.3% · netto nieuwe posities 0.0% · formule
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 | 70.97K | $3.49M | n/a | n/a |
| Q2 2026 | 25 | +2 | 4.88M | $227.76M | +4 | −3 |
| Q1 2026 | 25 | -1 | 5.01M | $224.16M | +2 | −3 |
| Q4 2025 | 26 | 0 | 4.47M | $200.73M | n/a | n/a |
| Q3 2025 | 3 | 0 | 35.12K | $1.54M | n/a | n/a |
| Q2 2025 | 1 | -1 | 13.80K | $582,774 | n/a | −1 |
| Q1 2025 | 2 | 0 | 23.99K | $958,076 | n/a | n/a |
| Q4 2024 | 2 | 0 | 38.02K | $1.53M | n/a | n/a |
| Q3 2024 | 2 | +1 | 22.74K | $892,702 | +1 | n/a |
| Q2 2024 | 1 | n/a | 16.06K | $609,147 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.56M | n/a | $70.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 712.82K | n/a | $32.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Focus Partners Wealth | 575.12K | n/a | $25.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 305.57K | n/a | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 256.14K | n/a | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 209.85K | n/a | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 203.25K | n/a | $9.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 139.16K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 116.24K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 77.06K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 60.55K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 52.82K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 35.90K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 34.93K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 34.97K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 28.03K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 16.56K | 0.0% | $744,101 | 0.0% | Held | 6 | SEC ↗ |
| 18 | Mariner, LLC | 15.05K | n/a | $676,419 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 12.17K | n/a | $546,807 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 6.96K | -50.0% | $312,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 5.47K | n/a | $246,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Barclays Plc | 1.54K | n/a | $69,300 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 543 | n/a | $24,403 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 290 | n/a | $13,033 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 192 | n/a | $8,629 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 71 | -98.5% | $3,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 204 houders, 12.06M aandelen, $463.13M 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.