PTH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.5% · 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 | 25 | 0 | 572.60K | $34.21M | +1 | −1 |
| Q1 2026 | 26 | +2 | 584.96K | $28.65M | +5 | −3 |
| Q4 2025 | 24 | 0 | 600.18K | $29.83M | +1 | −1 |
| Q3 2025 | 4 | 0 | 154.12K | $6.79M | — | — |
| Q2 2025 | 2 | 0 | 12.99K | $505,071 | — | — |
| Q1 2025 | 1 | 0 | 9.55K | $376,725 | — | — |
| Q4 2024 | 1 | 0 | 19.59K | $784,183 | — | — |
| Q3 2024 | 1 | +1 | 7.26K | $337,279 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 142.46K | -2.1% | $7.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 113.59K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 113.59K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 97.03K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 70.68K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 70.68K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 36.69K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 36.69K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 35.14K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 35.14K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 35.14K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 18.50K | Nieuw | $919,469 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 17.50K | — | $869,650 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 11.33K | — | $563,033 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 8.27K | — | $411,185 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 8.27K | — | $411,185 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 7.92K | — | $391,231 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 7.28K | — | $361,729 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 6.50K | — | $323,056 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 6.25K | — | $310,502 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 6.25K | — | $310,502 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 6.21K | — | $308,792 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 6.00K | — | $298,396 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 4.69K | — | $233,247 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.15K | -50.0% | $57,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.11K | -4.1% | $55,315 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 900 | — | $44,694 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 345 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 309 | — | $15,370 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 224 | — | $11,133 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 83 | — | $4,125 | 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
| Two Sigma Investments | $919,469 | 0.0% |
Verlaten
| Citadel Advisors | $226,214 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 900.94K aandelen, $41.51M 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.