BRW
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक): धारक व्यापकता 0.0% · शेयर प्रवाह +30.0% · नई शुद्ध पोजीशन 0.0% · सूत्र
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -1 | 9.36M | $61.48M | +2 | −3 |
| Q1 2026 | 29 | 0 | 9.40M | $63.38M | +4 | −4 |
| Q4 2025 | 29 | +3 | 6.99M | $48.97M | +3 | n/a |
| Q3 2025 | 2 | -2 | 764.50K | $5.94M | n/a | −2 |
| Q2 2025 | 2 | 0 | 46.44K | $374,314 | n/a | n/a |
| Q1 2025 | 2 | +1 | 77.53K | $601,672 | +1 | n/a |
| Q4 2024 | 1 | 0 | 10.00K | $76,200 | n/a | n/a |
| Q3 2024 | 1 | +1 | 10.00K | $75,900 | +1 | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.96M | -1.6% | $19.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Toronto Dominion Bank | 2.28M | नया | $15.36M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 885.79K | +40.2% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 792.90K | +10.6% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 642.18K | -6.2% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 475.89K | +12.3% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 475.36K | +13.8% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 198.99K | +16.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 184.11K | -0.5% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 113.14K | +8.8% | $762,570 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 71.41K | -26.2% | $481,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 44.07K | +28.4% | $297,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 42.01K | -2.1% | $283,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 37.59K | +24.2% | $253,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 31.96K | 0.0% | $215,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 30.39K | -9.0% | $204,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 15.77K | +3.9% | $106,267 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 14.87K | -37.3% | $100,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 14.52K | नया | $97,885 | 0.0% | New | 1 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 14.00K | 0.0% | $94,360 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 13.86K | 0.0% | $93,416 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 12.47K | -19.1% | $84,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 11.59K | नया | $78,117 | 0.0% | New | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 11.34K | -67.0% | $76,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 10.81K | नया | $72,842 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 7.75K | +775000.0% | $52,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 7.06K | -53.9% | $48,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 4.12K | +89.0% | $27,785 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 1.18K | +1.3% | $7,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Toronto Dominion Bank | $15.36M | 0.0% |
| Fifth Third Bancorp | $97,885 | 0.0% |
| Lido Advisors, LLC | $78,117 | 0.0% |
| Creative Planning | $72,842 | 0.0% |
बाहर निकला
| Jane Street Group, Llc | $1.01M | था 0.0% |
| Cerity Partners LLC | $351,927 | था 0.0% |
| Goldman Sachs Group | $238,039 | था 0.0% |
| JPMorgan Chase | $77,047 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 93 धारक, 21.31M शेयर, $131.66M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।