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Scheda del gestore · trimestre archiviato

LPL Financial LLC

Fort Mill, SC · CIK 1403438 · Depositi EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$366.18BValore 13F dichiarato
5,869Posizioni
15.2%Peso top-10
209.60Partecipazioni effettive
Turnover est.
+0Nuovo
−0Uscite

Il valore del portafoglio 13F dichiarato comprende solo le posizioni lunghe statunitensi soggette a obbligo di dichiarazione — esclusi liquidità, obbligazioni, posizioni corte e partecipazioni non statunitensi. Non corrisponde agli asset in gestione. Nessun filing precedente comparabile — colonne di variazione non disponibili questo trimestre.

Valore dichiarato per trimestre Q4 2025 → Q2 2026
Esposizione settoriale
Servizi finanziari 75.6%
Tecnologia 9.4%
Beni di consumo ciclici 2.9%
Servizi di comunicazione 2.7%
Sanità 2.6%
Industria 2.5%
Beni di consumo difensivi 1.6%
Energia 1.1%
Utility 0.8%
Materiali di base 0.5%
Immobiliare 0.4%

Quota del valore comune dichiarato; (±pp) rispetto al trimestre precedente.

Il portafoglio · Q4 2025
#Strumento finanziarioPesoValoreQuoteΔ azioniDetenuto
1 IVV iShares Core S&P 500 ETF 2.0% $7.18B 10.48M n/c 1
2 SPY State Street SPDR S&P 500… 1.9% $6.94B 10.17M n/c 1
3 QQQ Invesco QQQ Trust, Series 1 1.8% $6.59B 10.73M n/c 1
4 AAPL Apple Inc. 1.8% $6.42B 23.61M n/c 1
5 NVDA NVIDIA Corporation 1.7% $6.18B 33.16M n/c 1
6 MSFT Microsoft Corporation 1.3% $4.84B 10.01M n/c 1
7 VTI Vanguard Morningstar Total… 1.3% $4.72B 14.08M n/c 1
8 SPYG State Street SPDR Portfolio… 1.2% $4.29B 40.22M n/c 1
9 VOO Vanguard S&P 500 ETF 1.2% $4.27B 6.81M n/c 1
10 SPYM State Street SPDR Portfolio… 1.1% $4.13B 51.51M n/c 1
11 AMZN Amazon.com, Inc. 1.0% $3.81B 16.49M n/c 1
12 IEFA iShares Core MSCI EAFE ETF 1.0% $3.65B 40.79M n/c 1
13 IEMG iShares Core MSCI Emerging… 1.0% $3.53B 52.46M n/c 1
14 QUAL iShares MSCI USA Quality… 0.9% $3.21B 16.18M n/c 1
15 SPYV State Street SPDR Portfolio… 0.8% $2.85B 50.10M n/c 1
16 CGDV Capital Group Dividend… 0.8% $2.77B 63.49M n/c 1
17 DYNF iShares U.S. Equity Factor… 0.8% $2.74B 45.13M n/c 1
18 GOVT iShares U.S. Treasury Bond… 0.8% $2.74B 119.09M n/c 1
19 GOOGL Alphabet Inc. 0.7% $2.72B 8.70M n/c 1
20 QQQM Invesco NASDAQ 100 ETF 0.7% $2.71B 10.73M n/c 1
21 VUG Vanguard Morningstar Growth… 0.7% $2.68B 5.49M n/c 1
22 MBB iShares MBS ETF 0.7% $2.66B 27.90M n/c 1
23 IVW iShares S&P 500 Growth ETF 0.7% $2.44B 19.82M n/c 1
24 IUSG iShares Core S&P U.S.… 0.7% $2.39B 14.22M n/c 1
25 IVE iShares S&P 500 Value ETF 0.6% $2.34B 11.01M n/c 1
26 XLK State Street Technology… 0.6% $2.30B 15.98M n/c 1
27 AVGO Broadcom Inc. 0.6% $2.20B 6.34M n/c 1
28 RDVY First Trust Rising Dividend… 0.6% $2.12B 30.50M n/c 1
29 IUSB iShares Core Universal USD… 0.6% $2.12B 45.51M n/c 1
30 IJR iShares Core S&P Small-Cap… 0.6% $2.11B 17.53M n/c 1
31 VTV Vanguard Morningstar Value… 0.6% $2.05B 10.74M n/c 1
32 CGGR Capital Group Growth ETF 0.6% $2.02B 45.41M n/c 1
33 META Meta Platforms, Inc. 0.5% $2.00B 3.04M n/c 1
34 GOOG Alphabet Inc. 0.5% $1.93B 6.14M n/c 1
35 IJH iShares Core S&P Mid-Cap ETF 0.5% $1.92B 29.12M n/c 1
36 GLD SPDR Gold Shares 0.5% $1.91B 4.81M n/c 1
37 IWM iShares Russell 2000 ETF 0.5% $1.83B 7.45M n/c 1
38 VEA Vanguard FTSE Developed… 0.5% $1.78B 28.54M n/c 1
39 IWF iShares Russell 1000 Growth… 0.5% $1.78B 3.76M n/c 1
40 JPM JPMorgan Chase & Co. 0.5% $1.76B 5.46M n/c 1
41 BRK-B Berkshire Hathaway Inc. 0.5% $1.69B 3.37M n/c 1
42 IUSV iShares Core S&P U.S. Value… 0.5% $1.68B 16.41M n/c 1
43 SPIB State Street SPDR Portfolio… 0.5% $1.66B 49.06M n/c 1
44 SPDW State Street SPDR Portfolio… 0.5% $1.66B 37.34M n/c 1
45 OEF iShares S&P 100 ETF 0.4% $1.55B 4.53M n/c 1
46 BUFR FT Vest Laddered Buffer ETF 0.4% $1.53B 44.62M n/c 1
47 VIG Vanguard Dividend… 0.4% $1.52B 6.91M n/c 1
48 TSLA Tesla, Inc. 0.4% $1.45B 3.23M n/c 1
49 SPTI State Street SPDR Portfolio… 0.4% $1.41B 48.81M n/c 1
50 AGG iShares Core U.S. Aggregate… 0.4% $1.41B 14.09M n/c 1
51 EFV iShares MSCI EAFE Value ETF 0.4% $1.40B 19.54M n/c 1
52 BND Vanguard Total Bond Market… 0.4% $1.38B 18.59M n/c 1
53 DGRO iShares Core Dividend… 0.4% $1.30B 18.76M n/c 1
54 SPSM State Street SPDR Portfolio… 0.3% $1.26B 26.99M n/c 1
55 LLY Eli Lilly and Company 0.3% $1.26B 1.17M n/c 1
56 BIL State Street SPDR Bloomberg… 0.3% $1.20B 13.18M n/c 1
57 XLF State Street Financial… 0.3% $1.19B 21.73M n/c 1
58 MUB iShares National Muni Bond… 0.3% $1.19B 11.10M n/c 1
59 COWZ Pacer US Cash Cows 100 ETF 0.3% $1.13B 18.71M n/c 1
60 IAU iShares Gold Trust 0.3% $1.12B 13.74M n/c 1
61 SCHG Schwab U.S. Large-Cap… 0.3% $1.11B 34.17M n/c 1
62 WT WisdomTree, Inc. 1.0% $1.09B 12.22M n/c 1
63 VONV Vanguard Russell 1000 Value… 0.3% $1.05B 11.42M n/c 1
64 RSP Invesco S&P 500 Equal… 0.3% $1.05B 5.49M n/c 1
65 JNJ Johnson & Johnson 0.3% $1.04B 5.04M n/c 1
66 V Visa Inc. 0.3% $1.04B 2.96M n/c 1
67 XLV State Street Health Care… 0.3% $1.02B 6.56M n/c 1
68 VB Vanguard Morningstar… 0.3% $1.01B 3.91M n/c 1
69 VONG Vanguard Russell 1000… 0.3% $995.21M 8.17M n/c 1
70 JPST JPMorgan Ultra-Short Income… 0.3% $992.62M 19.62M n/c 1
71 WMT Walmart Inc. 0.3% $986.12M 8.85M n/c 1
72 VGT Vanguard Information… 0.3% $981.36M 1.30M n/c 1
73 VYM Vanguard High Dividend… 0.3% $978.82M 6.82M n/c 1
74 SMH VanEck Semiconductor ETF 0.3% $975.91M 2.71M n/c 1
75 CGUS Capital Group Core Equity… 0.3% $954.83M 23.73M n/c 1
76 SDVY First Trust SMID Cap Rising… 0.3% $953.87M 24.89M n/c 1
77 VO Vanguard Morningstar… 0.3% $952.57M 3.28M n/c 1
78 ITOT iShares Core S&P Total U.S.… 0.3% $940.35M 6.32M n/c 1
79 TLH iShares 10-20 Year Treasury… 0.3% $939.94M 9.24M n/c 1
80 COST Costco Wholesale Corporation 0.3% $919.55M 1.07M n/c 1
81 IWB iShares Russell 1000 ETF 0.2% $915.31M 2.45M n/c 1
82 VTIP Vanguard Short-Term… 0.2% $914.53M 18.49M n/c 1
83 VCIT Vanguard Intermediate-Term… 0.2% $912.50M 10.90M n/c 1
84 IWD iShares Russell 1000 Value… 0.2% $902.46M 4.29M n/c 1
85 SPHQ Invesco S&P 500 Quality ETF 0.2% $894.40M 11.92M n/c 1
86 PLTR Palantir Technologies Inc. 0.2% $886.22M 4.99M n/c 1
87 VWO Vanguard FTSE Emerging… 0.2% $885.87M 16.48M n/c 1
88 SGOV iShares 0-3 Month Treasury… 0.2% $882.98M 8.80M n/c 1
89 SCHD Schwab U.S. Dividend Equity… 0.2% $881.97M 32.15M n/c 1
90 XONA.DE Exxon Mobil Corporation 0.2% $881.33M 7.32M n/c 1
91 ABBV AbbVie Inc. 0.2% $880.39M 3.85M n/c 1
92 JEPQ JPMorgan Nasdaq Equity… 0.2% $865.03M 14.88M n/c 1
93 MTUM iShares MSCI USA Momentum… 0.2% $823.98M 3.29M n/c 1
94 BINC iShares Flexible Income… 0.2% $823.76M 15.61M n/c 1
95 DIA State Street SPDR Dow Jones… 0.2% $792.94M 1.65M n/c 1
96 FVD First Trust Value Line… 0.2% $792.91M 17.21M n/c 1
97 SPMO Invesco S&P 500 Momentum ETF 0.2% $790.43M 6.62M n/c 1
98 THRO iShares U.S. Thematic… 0.2% $785.66M 20.37M n/c 1
99 BAI iShares A.I. Innovation and… 0.2% $779.43M 23.41M n/c 1
100 XLI State Street Industrial… 0.2% $762.27M 4.91M n/c 1
101 NFLX Netflix, Inc. 0.2% $751.07M 8.01M n/c 1
102 HD The Home Depot, Inc. 0.2% $746.57M 2.17M n/c 1
103 SPMD State Street SPDR Portfolio… 0.2% $743.82M 12.84M n/c 1
104 SPEM State Street SPDR Portfolio… 0.2% $729.63M 15.59M n/c 1
105 IYW iShares U.S. Technology ETF 0.2% $717.21M 3.59M n/c 1
106 FTCS First Trust Capital… 0.2% $710.45M 7.68M n/c 1
107 RECS Columbia Research Enhanced… 0.2% $709.57M 17.37M n/c 1
108 JBND JPMorgan Active Bond ETF 0.2% $709.35M 13.12M n/c 1
109 DFAC Dimensional - US Core… 0.2% $702.42M 17.74M n/c 1
110 XLG Invesco S&P 500 Top 50 ETF 0.2% $684.94M 11.55M n/c 1
111 SPTM State Street SPDR Portfolio… 0.2% $684.90M 8.30M n/c 1
112 MOAT VanEck Morningstar Wide… 0.2% $681.80M 6.58M n/c 1
113 ITA iShares U.S. Aerospace &… 0.2% $676.79M 3.15M n/c 1
114 RWL Invesco S&P 500 Revenue ETF 0.2% $672.22M 5.87M n/c 1
115 JAAA Janus Henderson AAA CLO ETF 0.2% $671.33M 13.27M n/c 1
116 IWY iShares Russell Top 200… 0.2% $662.06M 2.39M n/c 1
117 XLU State Street Utilities… 0.2% $647.96M 15.18M n/c 1
118 WT WisdomTree, Inc. 1.0% $646.84M 12.85M n/c 1
119 JGRO JPMorgan Active Growth ETF 0.2% $642.42M 6.92M n/c 1
120 CVX Chevron Corporation 0.2% $630.06M 4.13M n/c 1
121 XLC State Street Communication… 0.2% $617.49M 5.25M n/c 1
122 TSM Taiwan Semiconductor… 0.2% $616.69M 2.03M n/c 1
123 SPAB State Street SPDR Portfolio… 0.2% $605.52M 23.52M n/c 1
124 IGF iShares Global… 0.2% $600.55M 9.79M n/c 1
125 IBM International Business… 0.2% $595.07M 2.01M n/c 1
126 USMV iShares MSCI USA Min Vol… 0.2% $592.14M 6.29M n/c 1
127 CGCB Capital Group Core Bond ETF 0.2% $590.33M 22.26M n/c 1
128 CAT Caterpillar Inc. 0.2% $586.17M 1.02M n/c 1
129 MA Mastercard Incorporated 0.2% $585.77M 1.03M n/c 1
130 XLE State Street Energy Select… 0.2% $575.61M 12.87M n/c 1
131 LMBS First Trust Low Duration… 0.2% $575.44M 11.51M n/c 1
132 PG The Procter & Gamble Company 0.2% $573.53M 4.00M n/c 1
133 TCAF T. Rowe Price Capital… 0.2% $570.59M 14.93M n/c 1
134 EFA iShares MSCI EAFE ETF 0.2% $563.83M 5.87M n/c 1
135 SLV iShares Silver Trust 0.2% $563.59M 8.75M n/c 1
136 GSUS Goldman Sachs MarketBeta… 0.2% $561.82M 5.95M n/c 1
137 AVUV Avantis U.S. Small Cap… 0.2% $558.36M 5.48M n/c 1
138 PULS PGIM Ultra Short Bond ETF 0.2% $552.84M 11.15M n/c 1
139 FDL First Trust Morningstar… 0.1% $550.18M 12.41M n/c 1
140 BNDX Vanguard Total… 0.1% $546.50M 11.31M n/c 1
141 BSV Vanguard Short-Term Bond ETF 0.1% $538.07M 6.83M n/c 1
142 CGCP Capital Group Core Plus… 0.1% $537.08M 23.72M n/c 1
143 FTSM First Trust Enhanced Short… 0.1% $533.37M 8.90M n/c 1
144 CGGO Capital Group Global Growth… 0.1% $522.13M 15.07M n/c 1
145 SHY iShares 1-3 Year Treasury… 0.1% $521.57M 6.30M n/c 1
146 SLYV State Street SPDR S&P 600… 0.1% $514.30M 5.65M n/c 1
147 AMD Advanced Micro Devices, Inc. 0.1% $506.57M 2.37M n/c 1
148 IEF iShares 7-10 Year Treasury… 0.1% $497.17M 5.17M n/c 1
149 IAGG iShares Core International… 0.1% $493.90M 9.88M n/c 1
150 CSCO Cisco Systems, Inc. 0.1% $492.13M 6.39M n/c 1
151 TBIL F/m US Treasury 3 Month… 0.1% $489.80M 9.82M n/c 1
152 ORCL Oracle Corporation 0.1% $489.42M 2.51M n/c 1
153 MGK Vanguard Morningstar Mega… 0.1% $484.53M 1.17M n/c 1
154 BAC Bank of America Corporation 0.1% $483.82M 8.80M n/c 1
155 VFLO VictoryShares Free Cash… 0.1% $483.59M 12.28M n/c 1
156 RTX RTX Corporation 0.1% $482.22M 2.63M n/c 1
157 MCD McDonald's Corporation 0.1% $481.06M 1.57M n/c 1
158 XMMO Invesco S&P MidCap Momentum… 0.1% $480.83M 3.47M n/c 1
159 XMHQ Invesco S&P MidCap Quality… 0.1% $473.40M 4.62M n/c 1
160 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $459.40M 9.14M n/c 1
161 SPMB State Street SPDR Portfolio… 0.1% $453.66M 20.24M n/c 1
162 GE GE Aerospace 0.1% $451.71M 1.47M n/c 1
163 AIRR First Trust RBA American… 0.1% $449.34M 4.57M n/c 1
164 JAVA JPMorgan Active Value ETF 0.1% $449.16M 6.26M n/c 1
165 JIRE JPMorgan International… 0.1% $444.54M 5.94M n/c 1
166 CGBL Capital Group Core Balanced… 0.1% $444.30M 12.58M n/c 1
167 SLYG State Street SPDR S&P 600… 0.1% $440.76M 4.68M n/c 1
168 FBND Fidelity Total Bond ETF 0.1% $432.18M 9.39M n/c 1
169 GS The Goldman Sachs Group… 0.1% $425.33M 483.88K n/c 1
170 CGMS Capital Group U.S.… 0.1% $424.43M 15.37M n/c 1
171 BDYN iShares Dynamic Equity… 0.1% $423.75M 16.55M n/c 1
172 SDY State Street SPDR S&P… 0.1% $421.51M 3.03M n/c 1
173 LQD iShares iBoxx $ Investment… 0.1% $420.88M 3.82M n/c 1
174 PM Philip Morris International… 0.1% $419.93M 2.62M n/c 1
175 GSLC Goldman Sachs ActiveBeta… 0.1% $418.80M 3.16M n/c 1
176 CIBR First Trust Nasdaq… 0.1% $415.13M 5.81M n/c 1
177 KO The Coca-Cola Company 0.1% $414.60M 5.93M n/c 1
178 TLT iShares 20+ Year Treasury… 0.1% $410.45M 4.71M n/c 1
179 CGXU Capital Group International… 0.1% $409.24M 13.85M n/c 1
180 UNH UnitedHealth Group… 0.1% $408.32M 1.24M n/c 1
181 MINT PIMCO Enhanced Short… 0.1% $407.82M 4.06M n/c 1
182 VZ Verizon Communications Inc. 0.1% $404.98M 9.94M n/c 1
183 XLY State Street Consumer… 0.1% $403.33M 3.38M n/c 1
184 BIV Vanguard Intermediate-Term… 0.1% $401.51M 5.16M n/c 1
185 PDBC Invesco Optimum Yield… 0.1% $400.99M 30.26M n/c 1
186 PYLD PIMCO Multisector Bond… 0.1% $389.10M 14.58M n/c 1
187 AMGN Amgen Inc. 0.1% $387.26M 1.18M n/c 1
188 BBUS JPMorgan BetaBuilders U.S.… 0.1% $382.55M 3.10M n/c 1
189 MRK Merck & Co., Inc. 0.1% $374.30M 3.56M n/c 1
190 LVHI Franklin International Low… 0.1% $367.23M 9.97M n/c 1
191 MU Micron Technology, Inc. 0.1% $366.44M 1.28M n/c 1
192 IXUS iShares Core MSCI Total… 0.1% $365.39M 4.32M n/c 1
193 PAVE Global X - U.S.… 0.1% $364.54M 7.63M n/c 1
194 IWP iShares Russell Mid-Cap… 0.1% $358.30M 2.62M n/c 1
195 BILS State Street SPDR Bloomberg… 0.1% $356.59M 3.59M n/c 1
196 HDV iShares Core High Dividend… 0.1% $356.56M 2.93M n/c 1
197 LMT Lockheed Martin Corporation 0.1% $352.62M 729.06K n/c 1
198 PEP PepsiCo, Inc. 0.1% $352.41M 2.46M n/c 1
199 FDVV Fidelity High Dividend ETF 0.1% $349.25M 6.16M n/c 1
200 PANW Palo Alto Networks, Inc. 0.1% $345.37M 1.87M n/c 1
201 CGDG Capital Group Dividend… 0.1% $343.97M 9.65M n/c 1
202 MS Morgan Stanley 0.1% $342.54M 1.93M n/c 1
203 AXP American Express Company 0.1% $341.06M 921.91K n/c 1
204 TFLO iShares Treasury Floating… 0.1% $340.93M 6.76M n/c 1
205 CRM Salesforce, Inc. 0.1% $339.82M 1.28M n/c 1
206 IWR iShares Russell Mid-Cap ETF 0.1% $338.88M 3.52M n/c 1
207 SHV iShares Trust iShares 0-1… 0.1% $337.43M 3.06M n/c 1
208 VXUS Vanguard Total… 0.1% $335.57M 4.45M n/c 1
209 DIVO Amplify CWP Enhanced… 0.1% $331.43M 7.45M n/c 1
210 PFE Pfizer Inc. 0.1% $330.41M 13.27M n/c 1
211 NOBL ProShares - S&P 500… 0.1% $324.35M 3.12M n/c 1
212 PTLC Pacer Trendpilot US Large… 0.1% $321.48M 5.78M n/c 1
213 SPTL State Street SPDR Portfolio… 0.1% $320.56M 12.11M n/c 1
214 NEE NextEra Energy, Inc. 0.1% $319.41M 3.98M n/c 1
215 UNP Union Pacific Corporation 0.1% $317.33M 1.37M n/c 1
216 XLP State Street Consumer… 0.1% $315.57M 4.06M n/c 1
217 WT WisdomTree, Inc. 1.0% $314.92M 3.58M n/c 1
218 SOXX iShares Semiconductor ETF 0.1% $313.73M 1.04M n/c 1
219 FIXD First Trust Smith… 0.1% $313.64M 7.08M n/c 1
220 CRWD CrowdStrike Holdings, Inc. 0.1% $311.42M 664.36K n/c 1
221 XAR State Street SPDR S&P… 0.1% $310.45M 1.29M n/c 1
222 FPE First Trust Preferred… 0.1% $306.48M 16.82M n/c 1
223 UCON First Trust Smith… 0.1% $306.07M 12.16M n/c 1
224 VBR Vanguard Morningstar… 0.1% $304.71M 1.44M n/c 1
225 GDX VanEck Gold Miners ETF 0.1% $300.22M 3.50M n/c 1
226 VMBS Vanguard Mortgage-Backed… 0.1% $296.19M 6.29M n/c 1
227 JQUA JPMorgan U.S. Quality… 0.1% $295.77M 4.68M n/c 1
228 BA The Boeing Company 0.1% $295.22M 1.36M n/c 1
229 IEI iShares 3-7 Year Treasury… 0.1% $292.92M 2.45M n/c 1
230 XLSR SSGA ACTIVE TR 0.1% $291.41M 4.68M n/c 1
231 T AT&T Inc. 0.1% $289.40M 11.65M n/c 1
232 GEV GE Vernova Inc. 0.1% $288.86M 441.97K n/c 1
233 AVEM Avantis Emerging Markets… 0.1% $288.10M 3.74M n/c 1
234 BUFD FT Vest Laddered Deep… 0.1% $287.97M 10.20M n/c 1
235 STIP iShares 0-5 Year TIPS Bond… 0.1% $287.01M 2.80M n/c 1
236 BDVL iShares Disciplined… 0.1% $286.80M 11.56M n/c 1
237 QCOM QUALCOMM Incorporated 0.1% $286.45M 1.67M n/c 1
238 SECT Main Sector Rotation ETF 0.1% $286.22M 4.44M n/c 1
239 SPSB State Street SPDR Portfolio… 0.1% $284.65M 9.43M n/c 1
240 JHMM John Hancock Investments -… 0.1% $280.36M 4.28M n/c 1
241 KNG FT Cboe Vest S&P 500… 0.1% $280.07M 5.70M n/c 1
242 JMUB JPMorgan Municipal ETF 0.1% $279.36M 5.53M n/c 1
243 DUK Duke Energy Corporation 0.1% $276.86M 2.36M n/c 1
244 NOW ServiceNow, Inc. 0.1% $276.69M 1.81M n/c 1
245 EMB iShares J.P. Morgan USD… 0.1% $276.62M 2.87M n/c 1
246 VBK Vanguard Morningstar… 0.1% $274.87M 909.82K n/c 1
247 GCOR GOLDMAN SACHS ETF TR 0.1% $274.55M 6.61M n/c 1
248 TDIV First Trust NASDAQ… 0.1% $274.53M 2.83M n/c 1
249 QGRO American Century U.S.… 0.1% $273.51M 2.39M n/c 1
250 VCSH Vanguard Short-Term… 0.1% $272.04M 3.41M n/c 1
251 ABT Abbott Laboratories 0.1% $271.74M 2.17M n/c 1
252 PPA Invesco Aerospace & Defense… 0.1% $270.82M 1.73M n/c 1
253 BUFQ FIRST TR EXCHNG TRADED FD VI 0.1% $270.38M 7.54M n/c 1
254 BOND PIMCO Active Bond… 0.1% $269.56M 2.90M n/c 1
255 DIS The Walt Disney Company 0.1% $269.25M 2.37M n/c 1
256 AVDE Avantis International… 0.1% $268.90M 3.27M n/c 1
257 DFUS Dimensional U.S. Equity ETF 0.1% $267.15M 3.60M n/c 1
258 DFAX Dimensional World ex U.S.… 0.1% $264.03M 8.07M n/c 1
259 WFC Wells Fargo & Company 0.1% $263.71M 2.83M n/c 1
260 FTCB First Trust Core Investment… 0.1% $263.54M 12.41M n/c 1
261 RDVI FT Vest Rising Dividend… 0.1% $263.34M 10.04M n/c 1
262 SO The Southern Company 0.1% $262.92M 3.02M n/c 1
263 FV First Trust Dorsey Wright… 0.1% $261.47M 4.16M n/c 1
264 GSY Invesco Ultra Short… 0.1% $260.92M 5.19M n/c 1
265 GRID First Trust NASDAQ Clean… 0.1% $260.10M 1.70M n/c 1
266 VOOG Vanguard S&P 500 Growth ETF 0.1% $258.65M 581.78K n/c 1
267 AVUS Avantis U.S. Equity ETF 0.1% $258.58M 2.31M n/c 1
268 ISRG Intuitive Surgical, Inc. 0.1% $257.73M 455.07K n/c 1
269 JMTG JPMorgan Mortgage-Backed… 0.1% $256.06M 5.01M n/c 1
270 GLDM SPDR Gold MiniShares Trust 0.1% $255.50M 2.99M n/c 1
271 MO Altria Group, Inc. 0.1% $254.53M 4.41M n/c 1
272 C Citigroup Inc. 0.1% $253.28M 2.17M n/c 1
273 IDMO Invesco S&P International… 0.1% $252.82M 4.55M n/c 1
274 DVY iShares Select Dividend ETF 0.1% $252.57M 1.79M n/c 1
275 VEU Vanguard FTSE All-World… 0.1% $251.96M 3.43M n/c 1
276 GSIE Goldman Sachs ActiveBeta… 0.1% $248.24M 5.78M n/c 1
277 SPTS State Street SPDR Portfolio… 0.1% $247.35M 8.45M n/c 1
278 EFG iShares MSCI EAFE Growth ETF 0.1% $245.68M 2.16M n/c 1
279 VOT Vanguard Morningstar… 0.1% $244.64M 876.40K n/c 1
280 AIQ Global X - Artificial… 0.1% $243.67M 4.79M n/c 1
281 PFF iShares Preferred and… 0.1% $243.45M 7.86M n/c 1
282 WM Waste Management, Inc. 0.1% $243.17M 1.11M n/c 1
283 VV Vanguard Morningstar… 0.1% $240.46M 763.85K n/c 1
284 LRCX Lam Research Corporation 0.1% $239.85M 1.40M n/c 1
285 LOW Lowe's Companies, Inc. 0.1% $239.55M 993.33K n/c 1
286 TFC Truist Financial Corporation 0.1% $239.40M 4.86M n/c 1
287 JEPI JPMorgan Equity Premium… 0.1% $239.03M 4.18M n/c 1
288 WT WisdomTree, Inc. 1.0% $238.53M 2.56M n/c 1
289 SHLD Global X - Defense Tech ETF 0.1% $237.02M 3.66M n/c 1
290 UBER Uber Technologies, Inc. 0.1% $235.82M 2.89M n/c 1
291 BLK BlackRock, Inc. 0.1% $234.99M 219.55K n/c 1
292 HYG iShares iBoxx $ High Yield… 0.1% $234.40M 2.91M n/c 1
293 NLR VanEck Uranium and Nuclear… 0.1% $232.49M 1.87M n/c 1
294 SPLV Invesco S&P 500 Low… 0.1% $232.10M 3.25M n/c 1
295 VHT Vanguard Health Care ETF 0.1% $232.09M 806.29K n/c 1
296 DBEF Xtrackers MSCI EAFE Hedged… 0.1% $231.88M 4.82M n/c 1
297 ETN Eaton Corporation plc 0.1% $231.52M 726.88K n/c 1
298 GPIX Goldman Sachs S&P 500… 0.1% $226.14M 4.28M n/c 1
299 FDN First Trust Dow Jones… 0.1% $225.88M 839.14K n/c 1
300 BLV Vanguard Long-Term Bond ETF 0.1% $224.96M 3.24M n/c 1
301 SBUX Starbucks Corporation 0.1% $223.89M 2.66M n/c 1
302 ASML ASML Holding N.V. 0.1% $223.73M 209.12K n/c 1
303 SHOP Shopify Inc. 0.1% $221.55M 1.38M n/c 1
304 AMAT Applied Materials, Inc. 0.1% $216.23M 841.40K n/c 1
305 TJX The TJX Companies, Inc. 0.1% $215.90M 1.41M n/c 1
306 VXF Vanguard Extended Market ETF 0.1% $215.30M 1.03M n/c 1
307 GTO Invesco Total Return Bond… 0.1% $215.00M 4.53M n/c 1
308 FTHI First Trust BuyWrite Income… 0.1% $213.01M 9.02M n/c 1
309 LRGG NOMURA ETF TR 0.1% $212.57M 7.18M n/c 1
310 FLOT iShares Floating Rate Bond… 0.1% $211.92M 4.17M n/c 1
311 HELO JPMorgan Hedged Equity… 0.1% $211.88M 3.19M n/c 1
312 BUYW NORTHERN LTS FD TR IV 0.1% $210.87M 14.73M n/c 1
313 DE Deere & Company 0.1% $210.05M 451.16K n/c 1
314 EQWL Invesco S&P 100 Equal… 0.1% $208.60M 1.77M n/c 1
315 SPHY State Street SPDR Portfolio… 0.1% $208.36M 8.80M n/c 1
316 APH Amphenol Corporation 0.1% $207.44M 1.53M n/c 1
317 SCHX Schwab U.S. Large-Cap ETF 0.1% $207.12M 7.70M n/c 1
318 PAAA PGIM AAA CLO ETF 0.1% $206.84M 4.04M n/c 1
319 WT WisdomTree, Inc. 1.0% $206.54M 4.24M n/c 1
320 VGSH Vanguard Short-Term… 0.1% $205.59M 3.50M n/c 1
321 QYLD Global X - Nasdaq 100… 0.1% $204.74M 11.59M n/c 1
322 APP AppLovin Corporation 0.1% $204.68M 303.76K n/c 1
323 USHY iShares Broad USD High… 0.1% $204.28M 5.46M n/c 1
324 GD General Dynamics Corporation 0.1% $201.12M 597.41K n/c 1
325 VYMI Vanguard International High… 0.1% $200.49M 2.23M n/c 1
326 BX Blackstone Inc. 0.1% $200.38M 1.30M n/c 1
327 IWN iShares Russell 2000 Value… 0.1% $199.81M 1.10M n/c 1
328 HON Honeywell International Inc. 0.1% $198.02M 1.02M n/c 1
329 AVLV Avantis U.S. Large Cap… 0.1% $197.64M 2.61M n/c 1
330 SPYD State Street SPDR Portfolio… 0.1% $195.69M 4.52M n/c 1
331 IMCG iShares Morningstar Mid-Cap… 0.1% $195.47M 2.45M n/c 1
332 VNQ Vanguard Real Estate ETF 0.1% $195.31M 2.21M n/c 1
333 IWV iShares Russell 3000 ETF 0.1% $193.51M 500.22K n/c 1
334 COWG Pacer US Large Cap Cash… 0.1% $193.38M 5.49M n/c 1
335 HYTR NORTHERN LTS FD TR III 0.1% $193.23M 8.90M n/c 1
336 TMO Thermo Fisher Scientific… 0.1% $192.95M 332.99K n/c 1
337 CMI Cummins Inc. 0.1% $192.87M 377.84K n/c 1
338 VOE Vanguard Morningstar… 0.1% $190.72M 1.08M n/c 1
339 IQLT iShares MSCI Intl Quality… 0.1% $190.71M 4.20M n/c 1
340 FTGS FIRST TR EXCHANGE-TRADED FD 0.1% $190.20M 5.38M n/c 1
341 DIVB ISHARES TR 0.1% $190.17M 3.58M n/c 1
342 PNC The PNC Financial Services… 0.1% $189.88M 909.72K n/c 1
343 IGM iShares Expanded Tech… 0.1% $187.79M 1.45M n/c 1
344 EEM iShares MSCI Emerging… 0.1% $186.12M 3.40M n/c 1
345 CGMU Capital Group Municipal… 0.1% $185.00M 6.76M n/c 1
346 IWO iShares Russell 2000 Growth… 0.1% $184.99M 572.69K n/c 1
347 VDC Vanguard Consumer Staples… 0.1% $184.83M 874.98K n/c 1
348 IEUR iShares Core MSCI Europe ETF 0.1% $184.55M 2.60M n/c 1
349 NOC Northrop Grumman Corporation 0.1% $183.79M 322.32K n/c 1
350 DIVI FRANKLIN TEMPLETON ETF TR 0.1% $181.20M 4.66M n/c 1
351 FMDE Fidelity Enhanced Mid Cap… 0.0% $179.99M 4.95M n/c 1
352 SCHW The Charles Schwab… 0.0% $177.95M 1.78M n/c 1
353 ENB Enbridge Inc. 0.0% $174.59M 3.65M n/c 1
354 PWB Invesco Large Cap Growth ETF 0.0% $174.33M 1.37M n/c 1
355 ADP Automatic Data Processing… 0.0% $173.45M 674.32K n/c 1
356 EMXC iShares MSCI Emerging… 0.0% $173.39M 2.39M n/c 1
357 ESGU iShares ESG Aware MSCI USA… 0.0% $173.13M 1.16M n/c 1
358 GBIL Goldman Sachs Access… 0.0% $172.59M 1.73M n/c 1
359 MCK McKesson Corporation 0.0% $171.62M 209.21K n/c 1
360 BLACKROCK ETF TRUST II (non mappato) $171.10M 3.51M
361 OMFL Invesco Russell 1000… 0.0% $170.93M 2.80M n/c 1
362 MMM 3M Company 0.0% $170.77M 1.07M n/c 1
363 IWS iShares Russell Mid-Cap… 0.0% $170.75M 1.21M n/c 1
364 IGIB iShares 5-10 Year… 0.0% $170.45M 3.16M n/c 1
365 TXN Texas Instruments… 0.0% $170.44M 982.41K n/c 1
366 MDT Medtronic plc 0.0% $170.38M 1.77M n/c 1
367 FTLS First Trust Long/Short… 0.0% $170.20M 2.40M n/c 1
368 ACN Accenture plc 0.0% $168.35M 627.47K n/c 1
369 SPGM SPDR INDEX SHS FDS 0.0% $168.23M 2.19M n/c 1
370 IBB iShares Biotechnology ETF 0.0% $167.55M 992.80K n/c 1
371 SPGI S&P Global Inc. 0.0% $167.35M 320.24K n/c 1
372 ARKK ARK Innovation ETF 0.0% $165.58M 2.15M n/c 1
373 WT WisdomTree, Inc. 1.0% $165.32M 2.82M n/c 1
374 VPU Vanguard Utilities ETF 0.0% $165.27M 893.16K n/c 1
375 ANET Arista Networks, Inc. 0.0% $165.16M 1.26M n/c 1
376 SPYI NEOS ETF TRUST 0.0% $164.94M 3.14M n/c 1
377 HYLS First Trust Tactical High… 0.0% $164.84M 3.94M n/c 1
378 INTU Intuit Inc. 0.0% $162.94M 245.97K n/c 1
379 BSX Boston Scientific… 0.0% $162.65M 1.71M n/c 1
380 FLQM Franklin U.S. Mid Cap… 0.0% $162.21M 2.88M n/c 1
381 CGSD Capital Group Short… 0.0% $162.19M 6.24M n/c 1
382 DSI iShares ESG MSCI KLD 400 ETF 0.0% $162.17M 1.26M n/c 1
383 FESM Fidelity Enhanced Small Cap… 0.0% $161.94M 4.29M n/c 1
384 MDYG State Street SPDR S&P 400… 0.0% $161.75M 1.75M n/c 1
385 XLRE State Street Real Estate… 0.0% $161.72M 4.01M n/c 1
386 VT Vanguard Total World Stock… 0.0% $161.26M 1.14M n/c 1
387 CB Chubb Limited 0.0% $160.43M 514.01K n/c 1
388 IGV iShares Expanded… 0.0% $160.18M 1.52M n/c 1
389 PLD Prologis, Inc. 0.0% $158.48M 1.24M n/c 1
390 SRLN State Street Blackstone… 0.0% $158.36M 3.84M n/c 1
391 CALF Pacer US Small Cap Cash… 0.0% $158.26M 3.57M n/c 1
392 DBMF iMGP DBi Managed Futures… 0.0% $158.19M 5.64M n/c 1
393 IGSB iShares 1-5 Year Investment… 0.0% $158.01M 2.99M n/c 1
394 YEAR Alliance Bernstein - AB… 0.0% $157.93M 3.13M n/c 1
395 EMR Emerson Electric Co. 0.0% $157.04M 1.18M n/c 1
396 USB U.S. Bancorp 0.0% $156.95M 2.94M n/c 1
397 SFLR INNOVATOR ETFS TRUST 0.0% $156.93M 4.26M n/c 1
398 KLAC KLA Corporation 0.0% $156.60M 128.88K n/c 1
399 XSMO Invesco S&P SmallCap… 0.0% $156.37M 2.17M n/c 1
400 FTEC Fidelity MSCI Information… 0.0% $156.08M 694.70K n/c 1
401 TOTL State Street DoubleLine… 0.0% $154.95M 3.85M n/c 1
402 TMSL T. Rowe Price Small-Mid Cap… 0.0% $154.64M 4.31M n/c 1
403 IOO iShares Global 100 ETF 0.0% $154.44M 1.22M n/c 1
404 WINN HARBOR ETF TRUST 0.0% $154.25M 4.96M n/c 1
405 JMST JPMorgan Ultra-Short… 0.0% $154.06M 3.02M n/c 1
406 BMY Bristol-Myers Squibb Company 0.0% $153.92M 2.85M n/c 1
407 SJNK State Street SPDR Bloomberg… 0.0% $153.05M 6.04M n/c 1
408 ADBE Adobe Inc. 0.0% $152.89M 436.85K n/c 1
409 MGV Vanguard Morningstar Mega… 0.0% $151.49M 1.07M n/c 1
410 AKRE Akre Focus ETF 0.0% $151.24M 2.31M n/c 1
411 LIN Linde plc 0.0% $151.06M 354.28K n/c 1
412 FENI Fidelity Enhanced… 0.0% $150.91M 4.13M n/c 1
413 COF Capital One Financial… 0.0% $150.10M 619.33K n/c 1
414 BSCS Invesco BulletShares 2028… 0.0% $150.05M 7.28M n/c 1
415 HEFA iShares Currency Hedged… 0.0% $149.84M 3.62M n/c 1
416 VNLA Janus Henderson Short… 0.0% $149.60M 3.04M n/c 1
417 BSCQ Invesco BulletShares 2026… 0.0% $149.58M 7.64M n/c 1
418 O Realty Income Corporation 0.0% $148.51M 2.63M n/c 1
419 VGIT Vanguard Intermediate-Term… 0.0% $148.46M 2.48M n/c 1
420 IBIT iShares Bitcoin Trust ETF 0.0% $147.92M 2.98M n/c 1
421 SPGP Invesco S&P 500 GARP ETF 0.0% $147.48M 1.30M n/c 1
422 FSIG First Trust Limited… 0.0% $147.40M 7.68M n/c 1
423 GLW Corning Inc 0.0% $147.27M 1.68M n/c 1
424 UPS United Parcel Service, Inc. 0.0% $147.09M 1.48M n/c 1
425 AEP American Electric Power… 0.0% $146.73M 1.27M n/c 1
426 ADI Analog Devices, Inc. 0.0% $146.66M 540.78K n/c 1
427 AMLP Alerian MLP ETF 0.0% $146.64M 3.12M n/c 1
428 SCHF Schwab International Equity… 0.0% $146.28M 6.08M n/c 1
429 ICSH iShares Ultra Short… 0.0% $146.04M 2.89M n/c 1
430 USIG iShares Broad USD… 0.0% $145.94M 2.82M n/c 1
431 QTEC First Trust… 0.0% $145.51M 632.07K n/c 1
432 CEG Constellation Energy… 0.0% $144.82M 409.96K n/c 1
433 CGNG Capital Group New Geography… 0.0% $144.74M 4.53M n/c 1
434 SYK Stryker Corporation 0.0% $144.54M 411.24K n/c 1
435 ILCG iShares Morningstar Growth… 0.0% $143.69M 1.38M n/c 1
436 PH Parker-Hannifin Corporation 0.0% $142.88M 162.55K n/c 1
437 VRIG Invesco Variable Rate… 0.0% $141.78M 5.65M n/c 1
438 QDPL PACER FDS TR 0.0% $141.24M 3.32M n/c 1
439 CWB State Street SPDR Bloomberg… 0.0% $140.83M 1.58M n/c 1
440 FNDX Schwab Fundamental U.S.… 0.0% $140.17M 5.15M n/c 1
441 ITW Illinois Tool Works Inc. 0.0% $140.04M 568.56K n/c 1
442 IJK iShares S&P Mid-Cap 400… 0.0% $139.36M 1.44M n/c 1
443 TIP iShares TIPS Bond ETF 0.0% $138.52M 1.26M n/c 1
444 JIVE JPMorgan International… 0.0% $138.45M 1.72M n/c 1
445 RWJ Invesco S&P SmallCap 600… 0.0% $138.40M 2.84M n/c 1
446 GCOW Pacer Global Cash Cows… 0.0% $136.07M 3.30M n/c 1
447 NEAR iShares Short Duration Bond… 0.0% $135.71M 2.66M n/c 1
448 IJT iShares S&P Small-Cap 600… 0.0% $135.11M 957.11K n/c 1
449 EVTR Eaton Vance Total Return… 0.0% $135.04M 2.62M n/c 1
450 PGR The Progressive Corporation 0.0% $134.33M 589.89K n/c 1
451 AVDV Avantis International Small… 0.0% $134.02M 1.43M n/c 1
452 URI United Rentals, Inc. 0.0% $133.18M 164.55K n/c 1
453 EPD Enterprise Products… 0.0% $133.16M 4.15M n/c 1
454 BSCR Invesco BulletShares 2027… 0.0% $133.03M 6.74M n/c 1
455 GILD Gilead Sciences, Inc. 0.0% $132.87M 1.08M n/c 1
456 JNK State Street SPDR Bloomberg… 0.0% $132.73M 1.37M n/c 1
457 VFH Vanguard Financials ETF 0.0% $132.35M 991.50K n/c 1
458 OUNZ VanEck Merk Gold ETF 0.0% $132.35M 3.19M n/c 1
459 XYLD Global X - S&P 500 Covered… 0.0% $132.08M 3.25M n/c 1
460 XEL Xcel Energy Inc. 0.0% $131.52M 1.78M n/c 1
461 COP ConocoPhillips 0.0% $128.96M 1.38M n/c 1
462 ANGL VanEck Fallen Angel High… 0.0% $128.90M 4.39M n/c 1
463 PRF Invesco RAFI US 1000 ETF 0.0% $127.97M 2.73M n/c 1
464 ET Energy Transfer LP 0.0% $126.91M 7.70M n/c 1
465 DFAI Dimensional - International… 0.0% $126.56M 3.32M n/c 1
466 WMB The Williams Companies, Inc. 0.0% $125.80M 2.09M n/c 1
467 JMEE JPMorgan Small & Mid Cap… 0.0% $125.56M 1.95M n/c 1
468 VRTX Vertex Pharmaceuticals… 0.0% $125.53M 276.88K n/c 1
469 PWV Invesco Large Cap Value ETF 0.0% $122.77M 1.85M n/c 1
470 IDEV iShares Core MSCI… 0.0% $122.45M 1.48M n/c 1
471 MGC Vanguard Morningstar Mega… 0.0% $122.28M 486.85K n/c 1
472 PTNQ PACER FDS TR 0.0% $122.12M 1.55M n/c 1
473 SHYG iShares 0-5 Year High Yield… 0.0% $121.81M 2.84M n/c 1
474 VOOV Vanguard S&P 500 Value ETF 0.0% $121.34M 592.34K n/c 1
475 MELI MercadoLibre, Inc. 0.0% $120.98M 60.06K n/c 1
476 CORP PIMCO Investment Grade… 0.0% $120.54M 1.23M n/c 1
477 CGCV Capital Group Conservative… 0.0% $120.22M 3.94M n/c 1
478 OKE ONEOK, Inc. 0.0% $119.89M 1.63M n/c 1
479 FLMI FRANKLIN TEMPLETON ETF TR 0.0% $119.54M 4.81M n/c 1
480 SKYY First Trust Cloud Computing… 0.0% $119.38M 917.71K n/c 1
481 VRT Vertiv Holdings Co 0.0% $118.75M 732.96K n/c 1
482 BTI British American Tobacco… 0.0% $118.49M 2.09M n/c 1
483 DFIC Dimensional - International… 0.0% $118.47M 3.44M n/c 1
484 FEX FIRST TR EXCHANGE-TRADED ALP 0.0% $118.10M 995.61K n/c 1
485 FMB First Trust Managed… 0.0% $118.05M 2.31M n/c 1
486 FNX First Trust Mid Cap Core… 0.0% $117.74M 934.66K n/c 1
487 CVS CVS Health Corp. 0.0% $117.59M 1.48M n/c 1
488 VGLT Vanguard Long-Term Treasury… 0.0% $117.06M 2.10M n/c 1
489 PWR Quanta Services, Inc. 0.0% $116.43M 275.87K n/c 1
490 FLTR VanEck IG Floating Rate ETF 0.0% $116.28M 4.56M n/c 1
491 DHR Danaher Corporation 0.0% $116.23M 507.75K n/c 1
492 QTUM Defiance Quantum ETF 0.0% $116.01M 1.06M n/c 1
493 PSX Phillips 66 0.0% $115.42M 894.44K n/c 1
494 FELG Fidelity Enhanced Large Cap… 0.0% $115.40M 2.77M n/c 1
495 KMI Kinder Morgan, Inc. 0.0% $114.98M 4.18M n/c 1
496 PAYX Paychex, Inc. 0.0% $114.77M 1.02M n/c 1
497 QEFA SPDR INDEX SHS FDS 0.0% $114.66M 1.26M n/c 1
498 FYC FIRST TR EXCHANGE-TRADED ALP 0.0% $113.77M 1.18M n/c 1
499 XBIL RBB FD INC 0.0% $113.68M 2.27M n/c 1
500 CMCSA Comcast Corporation 0.0% $112.79M 3.77M n/c 1

Solo posizioni in azioni ordinarie (SH); le righe di opzioni si trovano nella scheda Opzioni e non vengono mai compensate. ✂ = variazione calcolata rispetto alle azioni precedenti rettificate per split. "Held N+" = detenuto ogni trimestre nella nostra finestra temporale, possibilmente anche oltre.

Età della posizione
48980–1 trimestri

Trimestri consecutivi in cui ciascuna posizione corrente è stata segnalata, nella nostra finestra di dati.

Gestori simili
GestorePosizioni comuniSovrapposizione di nomiSimilarità ponderata
Cetera Investment Advisers 3997 75.4% 0.8697 Confronta ⇄
Mml Investors Services, Llc 2929 56.8% 0.8502 Confronta ⇄
Osaic Holdings, Inc. 4985 78.3% 0.8475 Confronta ⇄
Commonwealth Equity Services, Llc 3585 68.0% 0.8294 Confronta ⇄
Envestnet Asset Management Inc 3956 74.0% 0.7159 Confronta ⇄
HighTower Advisors, LLC 3256 61.2% 0.711 Confronta ⇄
Bank Of America Corp /De/ 4314 72.0% 0.704 Confronta ⇄
Wells Fargo & Company/Mn 4652 74.0% 0.7034 Confronta ⇄

Similarità basata esclusivamente sulle posizioni lunghe dichiarate — le coperture e gli asset non soggetti a 13F non sono visibili. Metodologia

Registro dei depositi
Aug 07 2026 13F-HR · periodo Q2 2026

$445.10B · 6,201 posizioni · Visualizza la dichiarazione SEC originale ↗

May 06 2026 13F-HR · periodo Q1 2026

$376.56B · 5,964 posizioni · Visualizza la dichiarazione SEC originale ↗

Feb 11 2026 13F-HR · periodo Q4 2025

$366.18B · 5,869 posizioni · Visualizza la dichiarazione SEC originale ↗

Nov 12 2025 13F-HR · periodo Q3 2025

$343.11B · 5,793 posizioni · Visualizza la dichiarazione SEC originale ↗

Aug 12 2025 13F-HR · periodo Q2 2025

$299.81B · 5,548 posizioni · Visualizza la dichiarazione SEC originale ↗

Provenienza: Tutte le posizioni analizzate dalle tabelle informative 13F di questo gestore su SEC EDGAR; valori come riportati, USD interi. Le variazioni confrontano l'ultima versione accettata di ciascun trimestre (emendamenti incorporati) sui conteggi di azioni rettificati per i frazionamenti. Periodo di rendicontazione: Q4 2025 · ultimo filing Aug 07, 2026 · Metodologia di calcolo