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50Отслеживаемые держатели
+2Δ держателей
8.01MАкций в держании
$208.16MОтчётная стоимость
+5Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.2% ·
поток акций -4.4% ·
новые чистые позиции +4.0%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | +2 | 8.01M | $208.16M | +5 | −3 |
| Q1 2026 | 49 | -1 | 8.39M | $251.33M | +3 | −4 |
| Q4 2025 | 50 | 0 | 9.01M | $349.83M | — | — |
| Q3 2025 | 7 | +1 | 2.85M | $144.28M | +1 | — |
| Q2 2025 | 4 | -1 | 2.05M | $97.87M | — | −1 |
| Q1 2025 | 3 | 0 | 1.82M | $66.56M | +1 | −1 |
| Q4 2024 | 3 | +3 | 862.72K | $36.12M | +3 | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.56M | +23.4% | $66.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.56M | +23.4% | $66.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.56M | +23.4% | $66.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.56M | +23.4% | $66.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Tidal Investments LLC | 1.09M | +10.4% | $28.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Tidal Investments LLC | 1.09M | +10.4% | $28.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 859.07K | +19.5% | $22.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 859.07K | +19.5% | $22.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | LPL Financial LLC | 360.74K | +27.9% | $9.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 360.00K | 0.0% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 286.71K | +25.8% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 273.41K | +34.3% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 256.83K | -69.2% | $6.66M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 14 | Mariner, LLC | 252.90K | +13.7% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 173.93K | +11.6% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 145.72K | +65.1% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 145.72K | +65.1% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 145.72K | +65.1% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 145.72K | +65.1% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Franklin Resources Inc | 127.53K | +48.6% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Franklin Resources Inc | 127.53K | +48.6% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Franklin Resources Inc | 127.53K | +48.6% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 127.53K | +48.6% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 122.16K | +196.8% | $3.17M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 109.41K | Новый | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 90.83K | -1.0% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 90.42K | -90.3% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 86.44K | -22.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 69.46K | +33.6% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 69.34K | -13.2% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 66.57K | -19.4% | $1.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 57.41K | -3.2% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 54.06K | -21.6% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 50.24K | +27.0% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 50.24K | +27.0% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 44.82K | -3.5% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Creative Planning | 44.82K | -3.5% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 44.50K | +14.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 39.78K | -5.2% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 33.88K | -0.7% | $879,077 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 26.14K | +7.2% | $678,330 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 22.96K | Новый | $595,862 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 22.96K | Новый | $595,862 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 22.96K | Новый | $595,862 | 0.0% | New | 1 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 22.91K | Новый | $594,385 | 0.0% | New | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 18.95K | -18.6% | $491,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Raymond James Financial Inc | 17.96K | +0.6% | $466,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Raymond James Financial Inc | 17.96K | +0.6% | $466,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 16.80K | -1.8% | $436,012 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Northern Trust Corp | 16.79K | 0.0% | $435,597 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 15.41K | +0.6% | $399,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 15.41K | +0.6% | $399,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 15.41K | +0.6% | $399,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 14.43K | -5.9% | $374,511 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Us Bancorp \De\ | 11.18K | +3.0% | $290,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Us Bancorp \De\ | 11.18K | +3.0% | $290,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Stifel Financial Corp | 11.14K | +49.1% | $289,187 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Stifel Financial Corp | 11.14K | +49.1% | $289,187 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 9.76K | -0.3% | $253,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 9.76K | -0.3% | $253,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 9.76K | -0.3% | $253,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 9.76K | -0.3% | $253,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Brown Advisory Inc | 9.46K | 0.0% | $245,357 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 7.36K | -9.5% | $190,864 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 7.36K | -9.5% | $190,864 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 7.36K | -9.5% | $190,864 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 7.36K | -9.5% | $190,864 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 4.30K | +29.5% | $112,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 4.30K | +29.5% | $112,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 4.30K | +29.5% | $112,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 4.30K | +29.5% | $112,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 4.30K | +29.5% | $112,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | UBS Group AG | 1.57K | +2.8% | $40,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | UBS Group AG | 1.57K | +2.8% | $40,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 540 | Новый | $14,013 | 0.0% | New | 1 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 465 | 0.0% | $12,335 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 346 | 0.0% | $8,979 | 0.0% | Held | 5 | SEC ↗ |
| 78 | BlackRock ✦ (пассивный) | 262 | +64.8% | $6,799 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 79 | Jones Financial Companies Lllp | 207 | -1.4% | $5,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | National Bank Of Canada /Fi/ | 100 | Новый | $2,596 | 0.0% | New | 1 | SEC ↗ |
| 81 | Danske Bank A/S | 6 | 0.0% | $156 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Qube Research & Technologies… | $2.84M | 0.0% |
| Bank of New York Mellon Corp | $595,862 | 0.0% |
| Bank of New York Mellon Corp | $595,862 | 0.0% |
| Bank of New York Mellon Corp | $595,862 | 0.0% |
| Goldman Sachs Group | $594,385 | 0.0% |
| Rockefeller Capital… | $14,013 | 0.0% |
| National Bank Of Canada /Fi/ | $2,596 | 0.0% |
Закрыто
| Jane Street Group, Llc | $5.84M | составлял 0.0% |
| IMC-Chicago, LLC | $1.18M | составлял 0.0% |
| Group One Trading Llc | $138,824 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 485 держатели, 27.63M акции, $811.66M 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: Q2 2026 ·
Методология ·
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