Fiche du titre · trimestre archivé
CLM
nom en attente d'intégration au profil
34Détenteurs suivis
0Δ détenteurs
9.47MActions détenues
$68.91MValeur déclarée
+3Nouvelles positions
−3Sorties
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +9.5% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -5 | 9.41M | $71.13M | +1 | −6 |
| Q1 2026 | 34 | 0 | 9.47M | $68.91M | +3 | −3 |
| Q4 2025 | 34 | 0 | 8.65M | $72.29M | +2 | −2 |
| Q3 2025 | 5 | 0 | 607.40K | $5.03M | +1 | −1 |
| Q2 2025 | 4 | +1 | 187.32K | $1.52M | +1 | — |
| Q1 2025 | 1 | -1 | 49.90K | $370,727 | — | −1 |
| Q4 2024 | 2 | 0 | 59.96K | $515,057 | — | — |
| Q3 2024 | 2 | 0 | 82.60K | $634,337 | — | — |
| Q2 2024 | 2 | — | 107.98K | $831,461 | — | — |
Qui le détient · Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 3.25M | -3.6% | $23.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 3.25M | -3.6% | $23.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.42M | +34.4% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.36M | +12.9% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 294.43K | +3.5% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 202.93K | +13.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 159.61K | -0.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 99.68K | +13.4% | $725,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 91.95K | -49.0% | $669,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 91.95K | -49.0% | $669,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 90.87K | +791.8% | $661,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 65.92K | +8.2% | $479,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 50.78K | +1.0% | $369,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 50.73K | +8.3% | $369,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Toronto Dominion Bank | 50.20K | +0.4% | $365,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Toronto Dominion Bank | 50.20K | +0.4% | $365,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 41.26K | 0.0% | $300,358 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Cerity Partners LLC | 30.07K | Nouveau | $218,891 | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 26.63K | 0.0% | $193,896 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 24.02K | -29.4% | $176,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 21.29K | +602.0% | $148,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 21.29K | +602.0% | $148,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 17.63K | 0.0% | $128,376 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 15.92K | 0.0% | $115,868 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 15.05K | Nouveau | $109,596 | 0.0% | New | 1 | SEC ↗ |
| 32 | Corient Private Wealth LP | 14.75K | -51.4% | $107,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 13.12K | -37.2% | $95,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cibc World Market Inc. | 12.65K | Nouveau | $92,121 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 6.50K | 0.0% | $47,356 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 5.63K | +195.0% | $40,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 3.01K | -62.2% | $21,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 2.94K | +194.3% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 2.94K | +194.3% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.25K | 0.0% | $9,100 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.25K | 0.0% | $9,100 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Cwm, Llc | 14 | -91.5% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 4 | +100.0% | $31 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Danske Bank A/S | 3 | +50.0% | $22 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Cerity Partners LLC | $218,891 | 0.0% |
| Mercer Global Advisors Inc… | $109,596 | 0.0% |
| Cibc World Market Inc. | $92,121 | 0.0% |
Sorti(e)
| Goldman Sachs Group | $125,400 | était 0.0% |
| Millennium Management | $85,030 | était 0.0% |
| Bank Of America Corp /De/ | $32,562 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 138 détenteurs, 42.45M actions, $295.12M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q1 2026 ·
Méthodologie ·
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