PSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom -1.2% ·
netto nieuwe posities -3.2%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +1 | 7.74M | $347.16M | +3 | −2 |
| 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 | — |
| Q2 2025 | 1 | 0 | 8.79K | $359,260 | +1 | −1 |
| Q1 2025 | 1 | 0 | 15.26K | $585,945 | — | — |
| Q4 2024 | 1 | 0 | 14.98K | $585,498 | — | — |
| Q3 2024 | 1 | 0 | 14.98K | $577,179 | +1 | −1 |
| Q2 2024 | 1 | — | 20.80K | $779,451 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.23M | -1.9% | $141.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.03M | -4.4% | $44.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 509.85K | -7.8% | $21.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 468.46K | -21.7% | $20.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 468.46K | -21.7% | $20.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 384.88K | -3.8% | $16.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 380.95K | -5.2% | $16.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 305.81K | -4.6% | $13.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 305.81K | -4.6% | $13.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 291.97K | -9.6% | $12.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 273.53K | +30.6% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 259.25K | -2.1% | $11.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Creative Planning | 238.28K | +4780.7% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 125.52K | -1.6% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 99.74K | -41.9% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Blair William & Co/Il | 93.79K | -9.9% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 52.62K | -24.0% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 41.70K | Nieuw | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 39.60K | +66.7% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Captrust Financial Advisors | 38.32K | 0.0% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 34.21K | -0.6% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 33.43K | -8.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 31.89K | +151.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | First Manhattan Co. Llc. | 12.96K | -9.8% | $558,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northern Trust Corp | 9.93K | Nieuw | $427,586 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 9.71K | 0.0% | $417,983 | 0.0% | Held | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 9.48K | 0.0% | $408,123 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Mariner, LLC | 5.19K | 0.0% | $223,395 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 4.89K | -29.3% | $210,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.37K | +168.0% | $185,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.37K | +168.0% | $185,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cwm, Llc | 1.63K | 0.0% | $70,145 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 623 | 0.0% | $26,826 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Barclays Plc | 545 | -63.0% | $23,468 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.80M | 0.0% |
| Northern Trust Corp | $427,586 | 0.0% |
Verlaten
| Wells Fargo & Company/Mn | $66,059 | was 0.0% |
| Bank Of America Corp /De/ | $57,008 | was 0.0% |
| UBS Group AG | $25,269 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.