Запись по ценной бумаге · архивный квартал
BBDC
ожидается загрузка профиля
57Отслеживаемые держатели
+5Δ держателей
12.58MАкций в держании
$103.55MОтчётная стоимость
+9Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +9.6% ·
поток акций +3.0% ·
новые чистые позиции +8.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | -3 | 14.15M | $120.57M | +2 | −5 |
| Q1 2026 | 57 | +5 | 12.58M | $103.55M | +9 | −4 |
| Q4 2025 | 52 | +1 | 12.21M | $112.09M | +1 | — |
| Q3 2025 | 9 | +2 | 2.75M | $24.10M | +2 | — |
| Q2 2025 | 5 | -4 | 1.27M | $11.56M | — | −4 |
| Q1 2025 | 7 | +2 | 1.25M | $11.95M | +2 | — |
| Q4 2024 | 5 | +1 | 978.83K | $9.37M | +1 | — |
| Q3 2024 | 4 | +2 | 1.20M | $11.77M | +2 | — |
| Q2 2024 | 2 | — | 1.46M | $14.25M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.58M | +6.0% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 1.58M | +6.0% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 997.82K | +10.9% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 997.82K | +10.9% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 997.82K | +10.9% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 997.82K | +10.9% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 997.82K | +10.9% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 997.82K | +10.9% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 979.33K | +33.6% | $8.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | Franklin Resources Inc | 970.76K | +10.2% | $7.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 955.18K | -4.8% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 925.42K | +5.2% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 925.42K | +5.2% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Legal & General Group Plc | 850.98K | +13.3% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 847.77K | +181.2% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 616.76K | -5.3% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 616.76K | -5.3% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Sumitomo Mitsui Trust Group, Inc. | 577.41K | 0.0% | $4.75M | 0.0% | Held | 2 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 493.71K | -41.8% | $4.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 493.71K | -41.8% | $4.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 493.71K | -41.8% | $4.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 493.71K | -41.8% | $4.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 447.63K | -15.1% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 447.63K | -15.1% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 305.88K | Новый | $2.52M | 0.0% | New | 1 | SEC ↗ |
| 26 | LPL Financial LLC | 299.79K | +7.3% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 279.84K | -7.0% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 279.84K | -7.0% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 226.95K | -2.5% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 145.66K | +3.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 110.73K | +14.3% | $911,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Invesco Ltd. | 110.73K | +14.3% | $911,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 89.52K | -40.3% | $749,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Balyasny Asset Management L.P. | 78.75K | Новый | $648,129 | 0.0% | New | 1 | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 78.75K | Новый | $648,129 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cetera Investment Advisers | 75.75K | -6.0% | $623,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 60.17K | +85.2% | $495,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Tidal Investments LLC | 58.51K | +59.3% | $481,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Lido Advisors, LLC | 52.80K | -1.0% | $434,552 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 50.84K | -7.0% | $418,440 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Millennium Management ✦ | 49.83K | -31.6% | $410,084 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 42.08K | -11.7% | $346,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 41.02K | -89.3% | $337,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jane Street Group, Llc | 41.02K | -89.3% | $337,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 29.88K | -1.4% | $246,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 29.88K | -1.4% | $246,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Creative Planning | 29.31K | +8.0% | $241,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 27.48K | +3.8% | $226,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 25.00K | 0.0% | $205,750 | 0.0% | Held | 5 | SEC ↗ |
| 50 | Cerity Partners LLC | 24.78K | +99.6% | $203,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 24.78K | +99.6% | $203,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Captrust Financial Advisors | 21.45K | Новый | $176,525 | 0.0% | New | 1 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 20.93K | -42.3% | $173,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Envestnet Asset Management Inc | 20.76K | 0.0% | $170,847 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 19.15K | -71.0% | $157,596 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | ProShare Advisors LLC | 18.45K | -1.2% | $151,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Mackenzie Financial Corp | 16.79K | Новый | $138,190 | 0.0% | New | 1 | SEC ↗ |
| 58 | Cwm, Llc | 15.30K | -2.1% | $125,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Blair William & Co/Il | 14.83K | Новый | $122,076 | 0.0% | New | 1 | SEC ↗ |
| 60 | Brown Advisory Inc | 13.20K | 0.0% | $108,636 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Nomura Holdings Inc | 12.50K | -10.3% | $102,875 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 12.10K | Новый | $99,550 | 0.0% | New | 1 | SEC ↗ |
| 63 | Mariner, LLC | 11.27K | -17.9% | $92,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 10.79K | -75.1% | $88,768 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 10.00K | -92.8% | $80,984 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 3.70K | 0.0% | $30,443 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Northwestern Mutual Wealth… | 3.20K | +3.2% | $26,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 2.72K | Новый | $22,353 | 0.0% | New | 1 | SEC ↗ |
| 69 | Nomura Asset Management Co Ltd | 1.71K | 0.0% | $14,106 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 460 | -77.0% | $3,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Fifth Third Bancorp | 238 | Новый | $1,959 | 0.0% | New | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 102 | -32.5% | $839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 86 | 0.0% | $708 | 0.0% | Held | 4 | SEC ↗ |
| 74 | Citigroup Inc | 13 | Новый | $107 | 0.0% | New | 1 | SEC ↗ |
| 75 | Danske Bank A/S | 2 | 0.0% | $16 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| D. E. Shaw & Co. | $2.52M | 0.0% |
| Balyasny Asset Management L.P. | $648,129 | 0.0% |
| Balyasny Asset Management L.P. | $648,129 | 0.0% |
| Captrust Financial Advisors | $176,525 | 0.0% |
| Mackenzie Financial Corp | $138,190 | 0.0% |
| Blair William & Co/Il | $122,076 | 0.0% |
| Susquehanna International… | $99,550 | 0.0% |
| Rockefeller Capital… | $22,353 | 0.0% |
| Fifth Third Bancorp | $1,959 | 0.0% |
| Citigroup Inc | $107 | 0.0% |
Закрыто
| Citadel Advisors | $960,696 | составлял 0.0% |
| Marshall Wace | $643,343 | составлял 0.0% |
| Barclays Plc | $165,240 | составлял 0.0% |
| Simplex Trading, Llc | $220 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 209 держатели, 47.69M акции, $371.04M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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