PTA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.7% · 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 | 24 | +1 | 12.22M | $234.29M | +3 | −2 |
| Q1 2026 | 24 | +1 | 11.95M | $223.60M | +7 | −6 |
| Q4 2025 | 23 | 0 | 12.01M | $231.97M | — | — |
| Q3 2025 | 2 | 0 | 3.72M | $75.91M | — | — |
| Q2 2025 | 1 | +1 | 40.10K | $794,020 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.12M | — | $79.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.12M | — | $79.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.47M | -5.5% | $67.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.47M | -5.5% | $67.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.47M | -5.5% | $67.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.47M | -5.5% | $67.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 2.33M | — | $45.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 695.22K | — | $13.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 695.22K | — | $13.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 695.22K | — | $13.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 502.10K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 502.10K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 185.98K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 118.24K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 118.24K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 106.18K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 106.18K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 101.69K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | LPL Financial LLC | 71.89K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 64.49K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 64.49K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 45.78K | — | $934,472 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 40.70K | -15.5% | $786,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Focus Partners Wealth | 37.06K | — | $715,667 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 28.70K | — | $554,286 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 28.70K | — | $554,286 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 21.91K | — | $429,833 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 17.87K | — | $345,070 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 15.38K | — | $297,088 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 11.61K | — | $224,230 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 11.61K | — | $224,230 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 10.65K | — | $205,613 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 7.03K | — | $135,831 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 7.03K | — | $135,831 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 700 | — | $13,517 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 168 | — | $3,244 | 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): 57 houders, 12.99M aandelen, $240.70M 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.