CFO
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक): धारक व्यापकता 0.0% · शेयर प्रवाह -1.0% · 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 | 2.36M | $188.63M | +1 | n/a |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | n/a | n/a |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | n/a |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | n/a |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | n/a | n/a |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.70K | $1.39M | n/a | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 435.53K | +1.3% | $32.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 376.45K | -4.1% | $27.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 307.70K | -5.2% | $22.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 256.61K | -1.0% | $19.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 237.23K | -3.7% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 173.03K | +2.2% | $12.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 165.67K | -2.0% | $12.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 137.20K | -4.0% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 99.94K | +3.3% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 61.62K | -8.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 56.25K | +94.4% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 33.50K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 27.84K | 0.0% | $2.06M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 23.40K | -1.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 14.06K | -15.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 13.64K | -4.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 13.22K | -14.6% | $980,580 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 7.67K | नया | $568,895 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.99K | -42.4% | $443,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (निष्क्रिय) | 4.60K | 0.0% | $341,174 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 4.60K | 0.0% | $341,174 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 4.42K | +43.3% | $327,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.06K | +40.1% | $78,537 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Cwm, Llc | 970 | +15.5% | $71,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 135 | 0.0% | $9,832 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 51 | +2.0% | $3,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 26 | 0.0% | $1,928 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Fifth Third Bancorp | $568,895 | 0.0% |
बाहर निकला
| Hrt Financial Lp | $281,000 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 67 धारक, 3.09M शेयर, $223.95M 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।