PMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom +12.2% ·
netto nieuwe posities -4.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 70.97K | $3.49M | n/a | −1 |
| 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. | 1.74M | +11.3% | $78.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 681.38K | -4.4% | $30.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Focus Partners Wealth | 648.21K | +12.7% | $28.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 365.51K | +19.6% | $16.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 259.67K | +1.4% | $11.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 259.48K | +23.6% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 223.61K | +10.0% | $9.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 169.90K | +22.1% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 127.65K | +9.8% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 117.86K | +52.9% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Blair William & Co/Il | 79.43K | +121.3% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 79.42K | +183.3% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 49.70K | -5.9% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 34.97K | 0.0% | $1.56M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 31.43K | -10.0% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 30.60K | +84.8% | $1.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 28.57K | +134.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 27.11K | +80.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 18.47K | Nieuw | $824,131 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 16.52K | -72.7% | $736,899 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 6.96K | 0.0% | $305,083 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 6.80K | Nieuw | $303,416 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cwm, Llc | 5.41K | -1.1% | $241,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 543 | 0.0% | $24,229 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 76 | -73.8% | $3,391 | 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
| Jane Street Group, Llc | $824,131 | 0.0% |
| Captrust Financial Advisors | $303,416 | 0.0% |
Verlaten
| Barclays Plc | $69,300 | was 0.0% |
| UBS Group AG | $8,629 | was 0.0% |
| Morgan Stanley | $3,191 | was 0.0% |
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.