PTRB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +11.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +3 | 10.13M | $420.18M | +4 | −1 |
| Q1 2026 | 23 | +2 | 7.46M | $309.51M | +4 | −2 |
| Q4 2025 | 21 | +2 | 3.13M | $131.49M | +2 | — |
| Q3 2025 | 2 | — | 32.06K | $1.35M | — | — |
| Q1 2025 | 1 | 0 | 32.65K | $1.36M | — | — |
| Q4 2024 | 1 | 0 | 31.69K | $1.30M | — | — |
| Q3 2024 | 1 | +1 | 10.22K | $438,115 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 2.75M | +5.1% | $113.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Prudential Financial Inc | 2.75M | +5.1% | $113.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.52M | +27.8% | $62.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.52M | +27.8% | $62.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.52M | +27.8% | $62.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.37M | +6.3% | $56.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 938.18K | +746.8% | $38.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 670.45K | +42.8% | $27.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 557.12K | +589.5% | $23.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 513.85K | +621.0% | $21.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 479.57K | +33.4% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 443.96K | +28.8% | $18.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 443.96K | +28.8% | $18.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 273.00K | -9.1% | $11.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 273.00K | -9.1% | $11.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 190.27K | +17.6% | $7.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 165.52K | +4.8% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 165.52K | +4.8% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 165.52K | +4.8% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 78.56K | Nieuw | $3.26M | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 45.55K | Nieuw | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 43.82K | +69.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 23.76K | +5.9% | $987,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.97K | -41.8% | $751,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 16.75K | +4.3% | $694,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 12.23K | -91.8% | $504,121 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 11.05K | -78.4% | $458,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 5.18K | +3.1% | $214,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 4.08K | +33.7% | $169,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 4.08K | +33.7% | $169,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 3.00K | Nieuw | $124,339 | 0.0% | New | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.10K | +72.5% | $46,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 773 | -18.9% | $32,049 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 557 | Nieuw | $23,093 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $3.26M | 0.0% |
| Goldman Sachs Group | $1.89M | 0.0% |
| Northwestern Mutual Wealth… | $124,339 | 0.0% |
| Pnc Financial Services Group… | $23,093 | 0.0% |
Verlaten
| Truist Financial Corp | $238,247 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 15.90M aandelen, $654.88M 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.