PMAY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +15.6%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 428.36K | $18.21M | n/a | n/a |
| Q2 2026 | 32 | +5 | 7.70M | $313.33M | +6 | −1 |
| Q1 2026 | 27 | 0 | 5.86M | $232.75M | +4 | −4 |
| Q4 2025 | 27 | +1 | 6.26M | $247.71M | +1 | n/a |
| Q3 2025 | 2 | -1 | 19.70K | $766,194 | n/a | −1 |
| Q2 2025 | 1 | -1 | 14.90K | $563,082 | n/a | −1 |
| Q1 2025 | 2 | 0 | 36.77K | $1.32M | n/a | n/a |
| Q4 2024 | 2 | 0 | 22.32K | $801,417 | n/a | n/a |
| Q3 2024 | 2 | +1 | 28.36K | $999,440 | +1 | n/a |
| Q2 2024 | 1 | n/a | 8.70K | $296,757 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.39M | +3.4% | $135.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 897.40K | +77.7% | $37.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 524.97K | +86.6% | $21.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Focus Partners Wealth | 450.87K | +29.4% | $18.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 445.28K | Nieuw | $18.53M | 0.0% | New | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 349.97K | +16.8% | $14.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 317.01K | +13.9% | $13.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 290.04K | +24.7% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 203.13K | +96.0% | $8.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 171.12K | +23.1% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 161.64K | +55.3% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 76.72K | +44.8% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Blair William & Co/Il | 63.15K | +56.6% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 61.31K | +349.0% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 56.20K | +2.1% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 50.78K | Nieuw | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 44.99K | +106.0% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 36.71K | Nieuw | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 22.08K | -32.0% | $912,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 21.48K | 0.0% | $887,124 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 19.35K | Nieuw | $798,990 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 11.81K | -5.8% | $487,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 9.98K | +1.2% | $412,060 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 9.45K | 0.0% | $390,450 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.51K | +6784.3% | $144,547 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | BlackRock ✦ (passief) | 2.14K | Nieuw | $88,227 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.00K | 0.0% | $82,600 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Barclays Plc | 632 | +3060.0% | $26,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 505 | Nieuw | $20,856 | 0.0% | New | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 461 | 0.0% | $19,039 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Assetmark, Inc | 59 | 0.0% | $2,437 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 0 | n/a | $3 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wealth Enhancement Advisory… | $18.53M | 0.0% |
| Cerity Partners LLC | $2.10M | 0.0% |
| Hrt Financial Lp | $1.51M | 0.0% |
| Citadel Advisors | $798,990 | 0.0% |
| BlackRock | $88,227 | 0.0% |
| Northwestern Mutual Wealth… | $20,856 | 0.0% |
Verlaten
| Mariner, LLC | $459,630 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 175 houders, 11.92M aandelen, $399.93M 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.