PMAR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +1.0% ·
netto nieuwe posities +4.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 3 | 0 | 35.12K | $1.54M | — | — |
| Q2 2025 | 1 | -1 | 13.80K | $582,774 | — | −1 |
| Q1 2025 | 2 | 0 | 23.99K | $958,076 | — | — |
| Q4 2024 | 2 | 0 | 38.02K | $1.53M | — | — |
| Q3 2024 | 2 | +1 | 22.74K | $892,702 | +1 | — |
| Q2 2024 | 1 | — | 16.06K | $609,147 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.73M | -0.6% | $77.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 751.82K | +10.3% | $35.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Focus Partners Wealth | 579.54K | -10.6% | $27.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 310.09K | +19.4% | $14.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 301.25K | -17.6% | $14.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 263.21K | +1.4% | $12.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 215.90K | -3.5% | $10.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 126.28K | -1.1% | $6.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 113.91K | -3.4% | $5.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Blair William & Co/Il | 107.81K | +35.7% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 78.33K | -1.4% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 69.14K | +142.0% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 59.76K | +20.2% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 34.97K | 0.0% | $1.67M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 33.47K | +6.5% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 29.61K | -3.2% | $1.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 23.70K | Nieuw | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 20.16K | Nieuw | $963,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 15.76K | -4.6% | $752,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 6.96K | 0.0% | $331,422 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Captrust Financial Advisors | 6.80K | 0.0% | $324,835 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Barclays Plc | 593 | Nieuw | $28,327 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 543 | 0.0% | $25,939 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 182 | Nieuw | $8,694 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 76 | 0.0% | $3,631 | 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
| Citadel Advisors | $1.13M | 0.0% |
| Hrt Financial Lp | $963,000 | 0.0% |
| Barclays Plc | $28,327 | 0.0% |
| Northwestern Mutual Wealth… | $8,694 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $7.58M | was 0.0% |
| Mariner, LLC | $1.21M | was 0.0% |
| Jane Street Group, Llc | $824,131 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.