PTNQ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.2% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.81K | $1.61M | n/a | −1 |
| Q2 2026 | 34 | +1 | 6.27M | $555.73M | +3 | −3 |
| Q1 2026 | 35 | +2 | 6.70M | $488.70M | +3 | −1 |
| Q4 2025 | 33 | 0 | 7.01M | $551.58M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.11M | $86.26M | n/a | n/a |
| Q2 2025 | 2 | 0 | 12.05K | $859,946 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.73K | $548,623 | n/a | n/a |
| Q4 2024 | 1 | +1 | 6.32K | $467,806 | +1 | n/a |
| Q2 2024 | 1 | n/a | 3.33K | $239,699 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.55M | n/a | $122.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.02M | n/a | $80.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 988.31K | -9.1% | $77.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 798.22K | n/a | $62.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Cetera Investment Advisers | 649.20K | n/a | $51.06M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 594.09K | n/a | $46.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 256.99K | n/a | $20.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 179.46K | n/a | $14.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 154.91K | n/a | $12.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Pacer Advisors, Inc. | 139.15K | n/a | $10.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 105.32K | n/a | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 99.64K | n/a | $7.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 98.25K | n/a | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 78.76K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 73.56K | n/a | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 46.39K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 37.63K | +91.5% | $2.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Truist Financial Corp | 26.49K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 22.04K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 21.63K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 15.37K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Wealth Enhancement Advisory… | 13.50K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 9.31K | n/a | $732,074 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 6.01K | n/a | $472,934 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 4.33K | n/a | $340,161 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 3.93K | n/a | $311,569 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 3.91K | n/a | $307,561 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Baird Financial Group, Inc. | 3.51K | n/a | $276,219 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.45K | +14.0% | $271,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 2.72K | n/a | $214,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.02K | -62.3% | $80,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 600 | n/a | $47,190 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citigroup Inc | 530 | n/a | $41,685 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
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): 158 houders, 9.54M aandelen, $653.72M 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.