PSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 7.47M | $334.35M | +3 | −3 |
| Q1 2026 | 31 | -1 | 8.02M | $347.42M | +2 | −3 |
| Q4 2025 | 32 | 0 | 8.11M | $354.78M | +1 | −1 |
| Q3 2025 | 4 | +1 | 738.05K | $31.70M | +1 | n/a |
| Q2 2025 | 1 | 0 | 8.79K | $359,260 | +1 | −1 |
| Q1 2025 | 1 | 0 | 15.26K | $585,945 | n/a | n/a |
| Q4 2024 | 1 | 0 | 14.98K | $585,498 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.98K | $577,179 | +1 | −1 |
| Q2 2024 | 1 | n/a | 20.80K | $779,451 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.29M | n/a | $144.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.07M | n/a | $46.88M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 598.22K | n/a | $26.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Lido Advisors, LLC | 553.12K | n/a | $24.18M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 401.66K | n/a | $17.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 399.99K | n/a | $17.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 322.83K | n/a | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 320.58K | n/a | $14.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 264.88K | n/a | $11.58M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 209.45K | n/a | $9.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 171.56K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 127.50K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 104.10K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 69.23K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 38.33K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 36.38K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 34.42K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 23.76K | -96.6% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | First Manhattan Co. Llc. | 14.36K | n/a | $627,927 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 12.67K | n/a | $553,912 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 9.71K | -71.2% | $424,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 9.48K | Nieuw | $414,363 | 0.0% | New | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 6.92K | n/a | $302,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 5.19K | n/a | $226,811 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 4.88K | n/a | $213,433 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.63K | -50.0% | $71,261 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 1.63K | n/a | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1.51K | n/a | $66,059 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Barclays Plc | 1.47K | n/a | $64,310 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 1.30K | n/a | $57,008 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 623 | n/a | $27,237 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 578 | n/a | $25,269 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| AQR Capital Management | $414,363 | 0.0% |
Verlaten
| BlackRock | $87,310 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 218 houders, 14.79M aandelen, $563.69M 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.