Scheda del titolo · trimestre archiviato
BAR
nome in attesa di acquisizione nel profilo
41Holder monitorati
+4Δ titolari
7.53MQuote detenute
$347.00MValore dichiarato
+5Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +10.8% ·
flusso azionario -2.0% ·
nuove posizioni nette +9.8%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -3 | 7.55M | $298.45M | +2 | −5 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | — | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | — |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | — | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | — | — |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | — |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | — | −1 |
| Q2 2024 | 2 | — | 91.52K | $2.10M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.52M | -2.7% | $116.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 655.12K | +25.9% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 630.23K | -8.5% | $29.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 573.02K | -4.0% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 573.02K | -4.0% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 573.02K | -4.0% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 459.65K | -0.9% | $21.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 459.65K | -0.9% | $21.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 301.48K | -2.1% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 277.22K | -5.1% | $12.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 277.22K | -5.1% | $12.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 231.38K | -14.9% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 171.28K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 171.28K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 171.28K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 166.96K | -16.7% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 166.96K | -16.7% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 140.64K | -0.1% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 104.03K | +3.0% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 79.44K | -12.4% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 76.59K | -5.1% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 59.16K | -14.4% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 50.60K | -18.0% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 50.60K | -18.0% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 50.60K | -18.0% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 38.78K | Nuovo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 35 | UBS Group AG | 30.52K | +7786.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 30.52K | +7786.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mariner, LLC | 27.51K | +240.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 26.40K | -73.8% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 21.41K | +8.7% | $987,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 19.27K | +19.9% | $888,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 19.27K | +19.9% | $888,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Creative Planning | 16.86K | +48.0% | $777,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Corient Private Wealth LP | 16.78K | -50.8% | $773,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cerity Partners LLC | 13.79K | +22.9% | $636,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | IMC-Chicago, LLC | 8.93K | Nuovo | $412,079 | 0.0% | New | 1 | SEC ↗ |
| 46 | Truist Financial Corp | 8.71K | -2.5% | $401,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 8.63K | +5.9% | $397,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 8.64K | +8.1% | $397,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Fifth Third Bancorp | 7.41K | Nuovo | $341,719 | 0.0% | New | 1 | SEC ↗ |
| 50 | Lido Advisors, LLC | 7.06K | -24.5% | $325,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Tudor Investment Corp Et Al | 5.31K | Nuovo | $245,089 | 0.0% | New | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 3.09K | -21.8% | $142,496 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 481 | +11.1% | $22,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Assetmark, Inc | 344 | +64.6% | $15,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 230 | 0.0% | $10,608 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 75 | -94.4% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (passivo) | 62 | Nuovo | $2,860 | 0.0% | New | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 35 | 0.0% | $1,615 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Citadel Advisors | $1.79M | 0.0% |
| IMC-Chicago, LLC | $412,079 | 0.0% |
| Fifth Third Bancorp | $341,719 | 0.0% |
| Tudor Investment Corp Et Al | $245,089 | 0.0% |
| BlackRock | $2,860 | 0.0% |
Uscito
| Jones Financial Companies Lllp | $2,889 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 174 detentori, 15.73M azioni, $717.43M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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