PTMC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +21.7% ·
aandelenstroom -2.8% ·
netto nieuwe posities +17.9%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.36K | $291,617 | n/a | −1 |
| Q2 2026 | 26 | -2 | 4.62M | $193.06M | n/a | −2 |
| Q1 2026 | 28 | +5 | 4.91M | $179.66M | +5 | n/a |
| Q4 2025 | 23 | -1 | 5.05M | $180.29M | n/a | −1 |
| Q3 2025 | 3 | +1 | 1.08M | $38.61M | +1 | n/a |
| Q2 2025 | 1 | n/a | 1.45K | $50,409 | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.68K | $1.38M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.00M | -0.4% | $36.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 987.55K | -6.1% | $36.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 829.45K | -3.1% | $30.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 419.67K | -5.5% | $15.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 388.61K | -10.8% | $14.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Pacer Advisors, Inc. | 298.34K | -0.4% | $10.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 228.40K | -1.8% | $8.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 167.57K | +9.8% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 154.87K | -10.4% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 98.25K | +2.1% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 69.62K | -30.7% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 48.12K | Nieuw | $1.76M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 47.29K | -24.7% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 44.24K | +8.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 43.36K | -10.7% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 21.42K | Nieuw | $783,476 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 13.33K | Nieuw | $487,624 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 12.17K | -21.1% | $444,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 11.67K | -46.1% | $426,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 9.43K | Nieuw | $344,892 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 6.51K | +0.5% | $240,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 5.87K | 0.0% | $214,720 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Assetmark, Inc | 1.91K | +8.2% | $69,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 513 | -15.3% | $18,747 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Fifth Third Bancorp | 500 | Nieuw | $18,285 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 394 | 0.0% | $14,409 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 97 | -16.4% | $3,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 1 | 0.0% | $18 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.76M | 0.0% |
| Citadel Advisors | $783,476 | 0.0% |
| Jane Street Group, Llc | $487,624 | 0.0% |
| Goldman Sachs Group | $344,892 | 0.0% |
| Fifth Third Bancorp | $18,285 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 85 houders, 6.71M aandelen, $237.36M 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.