Effectdossier · gearchiveerd kwartaal
PRN
naam in afwachting van profielverwerking
28Gevolgde houders
0Δ houders
595.79KGehouden aandelen
$115.89MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -11.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +3 | 657.26K | $171.28M | +5 | −2 |
| Q1 2026 | 28 | 0 | 595.79K | $115.89M | +2 | −2 |
| Q4 2025 | 28 | 0 | 669.31K | $116.86M | — | — |
| Q3 2025 | 6 | -1 | 217.33K | $37.55M | — | −1 |
| Q2 2025 | 4 | +2 | 31.60K | $4.96M | +2 | — |
| Q1 2025 | 1 | 0 | 6.71K | $923,621 | — | — |
| Q4 2024 | 1 | +1 | 7.16K | $1.10M | +1 | — |
| Q2 2024 | 1 | — | 7.37K | $982,995 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 116.73K | +26.7% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 107.46K | -13.7% | $20.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 107.46K | -13.7% | $20.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 72.35K | -31.6% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 72.35K | -31.6% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 72.35K | -31.6% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 71.55K | -8.2% | $13.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 71.55K | -8.2% | $13.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 69.17K | +5.3% | $13.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 28.99K | -1.1% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 27.88K | -4.2% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 27.88K | -4.2% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 18.10K | -8.3% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 14.84K | -2.7% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 14.11K | -32.3% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 9.97K | -30.4% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 7.58K | -42.6% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 7.58K | -42.6% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 6.34K | +33.5% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 6.22K | -79.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 5.32K | +10.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 4.05K | -19.2% | $787,802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cibc World Market Inc. | 3.81K | +3.9% | $741,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 3.17K | -25.9% | $615,692 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 2.43K | 0.0% | $473,101 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.33K | -32.6% | $259,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 1.33K | -32.6% | $259,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 1.30K | Nieuw | $252,670 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 1.22K | -2.4% | $237,135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.15K | 0.0% | $213,745 | 0.0% | Held | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.15K | 0.0% | $213,745 | 0.0% | Held | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.15K | 0.0% | $213,745 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 576 | +9.5% | $112,056 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 100 | 0.0% | $19,453 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 24 | Nieuw | $4,669 | 0.0% | New | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 22 | 0.0% | $4,280 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 15 | 0.0% | $2,918 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Captrust Financial Advisors | $252,670 | 0.0% |
| Bank Of Montreal /Can/ | $4,669 | 0.0% |
Verlaten
| Citadel Advisors | $257,674 | was 0.0% |
| Belvedere Trading LLC | $17,458 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 908.13K aandelen, $168.51M 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.
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: Q1 2026 ·
Methodologie ·
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