AOK
ожидается загрузка профиля
Моментум-факторы (сопоставимые управляющие):
широта держателей +9.4% ·
поток акций +4.9% ·
новые чистые позиции +8.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +3 | 2.40M | $99.75M | +3 | — |
| Q1 2026 | 33 | +1 | 2.30M | $91.59M | +3 | −2 |
| Q4 2025 | 32 | -1 | 2.95M | $118.29M | — | −1 |
| Q3 2025 | 5 | 0 | 615.73K | $24.73M | — | — |
| Q2 2025 | 3 | 0 | 324.82K | $12.69M | +1 | −1 |
| Q1 2025 | 1 | +1 | 2.10K | $791,000 | +1 | — |
| Q3 2024 | 1 | 0 | 35.55K | $1.37M | — | — |
| Q2 2024 | 1 | — | 38.72K | $1.43M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 629.40K | -1.4% | $26.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 381.37K | +10.9% | $15.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Cetera Investment Advisers | 207.72K | +3.8% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 175.36K | +1.6% | $7.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 175.36K | +1.6% | $7.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 175.36K | +1.6% | $7.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 163.39K | -1.5% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 163.39K | -1.5% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 163.39K | -1.5% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 163.39K | -1.5% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 130.76K | +45.5% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 130.76K | +45.5% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 102.77K | -5.0% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 102.77K | -5.0% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 102.77K | -5.0% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 93.29K | +30.4% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 44.42K | 0.0% | $1.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 44.42K | 0.0% | $1.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 44.42K | 0.0% | $1.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Lido Advisors, LLC | 43.17K | -22.2% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 38.70K | -2.5% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 37.11K | Новый | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 36.40K | -46.8% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 36.40K | -46.8% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 35.77K | +14.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 30.05K | +0.1% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 28.75K | -25.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 28.12K | -5.5% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 28.12K | -5.5% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 27.08K | +26.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | UBS Group AG | 26.93K | -5.0% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 23.03K | +51.7% | $951,636 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 22.50K | -0.6% | $933,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 22.50K | -0.6% | $933,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 21.70K | -13.0% | $901,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 21.70K | -13.0% | $901,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 21.70K | -13.0% | $901,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 15.89K | Новый | $658,963 | 0.0% | New | 1 | SEC ↗ |
| 39 | Cerity Partners LLC | 15.89K | Новый | $658,963 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 12.64K | +61.5% | $524,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 12.62K | -10.3% | $523,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 9.77K | +72.3% | $405,057 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 7.30K | -5.7% | $302,804 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 6.22K | Новый | $256,284 | 0.0% | New | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 5.10K | -21.5% | $211,424 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 3.27K | -15.8% | $135,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fifth Third Bancorp | 1.60K | +28.4% | $66,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 1.44K | -23.1% | $59,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 666 | -62.7% | $27,626 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 534 | +7.9% | $22,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 39 | +39.3% | $1,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Jane Street Group, Llc | $1.54M | 0.0% |
| Cerity Partners LLC | $658,963 | 0.0% |
| Cerity Partners LLC | $658,963 | 0.0% |
| Wealth Enhancement Advisory… | $256,284 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 163 держатели, 5.38M акции, $210.08M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.