PTL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +13.9% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +3 | 406.26K | $116.07M | +3 | — |
| Q1 2026 | 17 | 0 | 332.99K | $83.33M | +1 | −1 |
| Q4 2025 | 17 | +1 | 292.27K | $72.54M | +1 | — |
| Q3 2025 | 3 | 0 | 8.64K | $2.15M | — | — |
| Q2 2025 | 1 | — | 5 | $1,252 | — | — |
| Q4 2024 | 1 | +1 | 16.48K | $3.51M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 132.13K | +16.9% | $33.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 51.36K | -6.0% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 23.12K | +66.5% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 21.23K | +5.8% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 20.42K | +17.6% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 19.31K | +1.7% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 14.75K | +1371.0% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 13.39K | +13.8% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 9.28K | -7.1% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 7.75K | +17.0% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 6.38K | +67.5% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 6.38K | +67.5% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 4.55K | -73.5% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 4.43K | +4075.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.73K | +3.7% | $934,278 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 997 | Nieuw | $242,680 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 138 | 0.0% | $34,577 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 40 | +300.0% | $10,035 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| JPMorgan Chase | $242,680 | 0.0% |
Verlaten
| UBS Group AG | $7,694 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 103 houders, 2.01M aandelen, $501.43M 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.