PMBS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +22.2% ·
aandelenstroom +19.9% ·
netto nieuwe posities +18.2%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 715.25K | $33.07M | n/a | n/a |
| Q2 2026 | 22 | +1 | 12.99M | $640.94M | +5 | −4 |
| Q1 2026 | 22 | +4 | 12.01M | $595.82M | +7 | −3 |
| Q4 2025 | 18 | 0 | 10.02M | $498.14M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.48K | $73,691 | n/a | −1 |
| Q2 2025 | 1 | 0 | 24.35K | $1.19M | n/a | n/a |
| Q1 2025 | 1 | +1 | 31.16K | $1.53M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 8.33M | +18.4% | $413.30M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 2 | Cwm, Llc | 1.27M | +140.2% | $62.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 898.13K | -44.2% | $44.51M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 424.71K | +43.7% | $21.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 337.10K | +343.0% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 268.50K | +30.7% | $13.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 166.07K | -4.3% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 103.66K | +142.6% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 87.98K | +683.0% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 78.91K | Nieuw | $3.91M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 11.66K | Nieuw | $578,435 | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 10.65K | -5.7% | $528,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 8.99K | +932.5% | $446,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 7.57K | Nieuw | $375,571 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 6.66K | Nieuw | $330,534 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 2.28K | Nieuw | $113,237 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.07K | -0.9% | $53,252 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Us Bancorp \De\ | 369 | Nieuw | $18,303 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 207 | -52.4% | $10,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 69 | 0.0% | $3,422 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 41 | Nieuw | $2,034 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citigroup Inc | 10 | 0.0% | $496 | 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
| Bnp Paribas Financial Markets | $3.91M | 0.0% |
| Susquehanna International… | $578,435 | 0.0% |
| Goldman Sachs Group | $375,571 | 0.0% |
| Citadel Advisors | $330,534 | 0.0% |
| Fifth Third Bancorp | $113,237 | 0.0% |
| Us Bancorp \De\ | $18,303 | 0.0% |
| Wells Fargo & Company/Mn | $2,034 | 0.0% |
Verlaten
| Mariner, LLC | $1.06M | was 0.0% |
| Mercer Global Advisors Inc… | $316,209 | was 0.0% |
| Rockefeller Capital… | $22,810 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 21.62M aandelen, $1.06B 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.