PTY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.7% ·
aandelenstroom -0.3% ·
netto nieuwe posities +2.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 18.36M | $220.89M | +2 | −4 |
| Q1 2026 | 35 | -3 | 17.64M | $212.76M | +2 | −5 |
| Q4 2025 | 38 | +1 | 16.44M | $212.11M | +1 | — |
| Q3 2025 | 2 | -1 | 2.62M | $37.89M | — | −1 |
| Q2 2025 | 2 | +1 | 57.65K | $801,883 | +1 | — |
| Q4 2024 | 1 | 0 | 34.64K | $497,777 | +1 | −1 |
| Q3 2024 | 1 | +1 | 65.54K | $943,149 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.66M | — | $34.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 2.59M | — | $33.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.52M | -3.0% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Invesco Ltd. | 1.32M | — | $17.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.12M | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 816.48K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 781.20K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 627.24K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 584.29K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 584.07K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Commonwealth Equity Services, Llc | 496.06K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 449.14K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 351.57K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 348.33K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | UBS Group AG | 196.06K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 169.05K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Financial Engines Advisors L.L.C. | 97.41K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 97.21K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 88.32K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 79.86K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 65.95K | — | $850,715 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 62.58K | — | $807,277 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 48.07K | +61.8% | $620,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 45.06K | — | $581,322 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 38.71K | — | $510,569 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 33.45K | — | $431,575 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 30.63K | — | $397,275 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Northern Trust Corp | 24.36K | — | $314,205 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 24.34K | — | $313,996 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Barclays Plc | 20.85K | — | $268,965 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Nomura Holdings Inc | 19.80K | — | $255,420 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passief) | 13.16K | Nieuw | $169,764 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 12.46K | — | $160,776 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 10.27K | — | $116,575 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 7.67K | — | $98,968 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Cwm, Llc | 6.36K | — | $82,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 6.00K | — | $77,340 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 98 | — | $1,264 | 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
| BlackRock | $169,764 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 220 houders, 33.42M aandelen, $377.81M 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.