PXE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -10.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 570.78K | $19.34M | +4 | −4 |
| Q1 2026 | 22 | +3 | 637.68K | $25.00M | +4 | −1 |
| Q4 2025 | 19 | +1 | 830.42K | $23.21M | +1 | n/a |
| Q3 2025 | 2 | 0 | 250.29K | $7.36M | n/a | n/a |
| Q2 2025 | 1 | n/a | 210 | $5,892 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.20K | $390,809 | +1 | −1 |
| Q3 2024 | 1 | 0 | 15.68K | $464,971 | +1 | −1 |
| Q2 2024 | 1 | n/a | 6.10K | $201,788 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 139.93K | -6.3% | $4.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 113.23K | -5.5% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 53.93K | +224.4% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 51.35K | -13.8% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 47.59K | -7.1% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 46.50K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 24.76K | +12.4% | $838,801 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 16.92K | +3.4% | $573,148 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Hrt Financial Lp | 16.34K | Nieuw | $553,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 10.00K | -80.0% | $338,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 8.53K | Nieuw | $288,861 | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.44K | -23.7% | $285,877 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 8.23K | +15.0% | $278,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 6.99K | Nieuw | $236,923 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mariner, LLC | 6.42K | -13.9% | $217,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 6.33K | -9.1% | $214,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 3.24K | +32330.0% | $110,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.13K | 0.0% | $38,000 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | Fidelity (FMR) ✦ | 556 | +21.7% | $18,827 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 341 | +0.6% | $11,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 22 | -4.3% | $759 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $1.58M | 0.0% |
| Hrt Financial Lp | $553,000 | 0.0% |
| Goldman Sachs Group | $288,861 | 0.0% |
| Citadel Advisors | $236,923 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.15M | was 0.0% |
| Amundi | $1.34M | was 0.0% |
| Bank Of Montreal /Can/ | $123,480 | was 0.0% |
| Northwestern Mutual Wealth… | $15,406 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 980.61K aandelen, $36.63M 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.