Effectdossier · gearchiveerd kwartaal
PML
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
10.79MGehouden aandelen
$81.46MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 13.36M | $101.66M | +2 | −2 |
| Q1 2026 | 39 | 0 | 12.49M | $94.52M | +4 | −4 |
| Q4 2025 | 39 | 0 | 10.79M | $81.46M | — | — |
| Q3 2025 | 1 | — | 1.99M | $15.74M | — | — |
| Q1 2025 | 1 | 0 | 11.84K | $95,936 | — | — |
| Q4 2024 | 1 | +1 | 14.13K | $114,336 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.74M | -12.7% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.74M | -12.7% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.74M | -12.7% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.41M | — | $10.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.41M | — | $10.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Allspring Global Investments… | 880.65K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 666.16K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 576.87K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 537.89K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 537.89K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 478.02K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Balyasny Asset Management L.P. | 478.02K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 446.26K | — | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 405.41K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 348.77K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 348.77K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 324.82K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 324.82K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 288.40K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 288.40K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 283.26K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 250.78K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 250.78K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 233.49K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 220.05K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 195.67K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 173.65K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 173.65K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 158.23K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 133.81K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Sei Investments Co | 83.36K | — | $628,540 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 80.24K | — | $604,983 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 57.58K | — | $434,171 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 55.43K | — | $426,215 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Nuveen, LLC | 55.06K | — | $415,175 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 50.95K | — | $384,133 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 46.93K | — | $353,844 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 46.93K | — | $353,844 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 34.37K | — | $259,111 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 23.17K | — | $174,709 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Nomura Holdings Inc | 21.10K | — | $159,079 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 15.43K | — | $116,322 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cerity Partners LLC | 14.97K | — | $112,893 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 14.97K | — | $112,893 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 13.94K | — | $105,122 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 13.94K | — | $105,122 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 5.70K | — | $42,978 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 1.16K | — | $8,769 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 1.04K | — | $7,827 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cwm, Llc | 900 | — | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 226 | — | $1,704 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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): 154 houders, 40.33M aandelen, $294.26M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 aand @ 7.45 · $745
Open-market verkopen (S)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 aand · $736
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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