Scheda del titolo · trimestre archiviato
CLOA
nome in attesa di acquisizione nel profilo
33Holder monitorati
+3Δ titolari
10.66MQuote detenute
$552.54MValore dichiarato
+6Nuove posizioni
−3Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +10.0% ·
flusso azionario +20.4% ·
nuove posizioni nette +9.1%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +4 | 11.06M | $573.96M | +8 | −4 |
| Q1 2026 | 33 | +3 | 10.66M | $552.54M | +6 | −3 |
| Q4 2025 | 29 | -1 | 8.80M | $455.60M | — | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $94.92M | — | — |
| Q2 2025 | 2 | 0 | 1.30M | $67.32M | — | — |
| Q1 2025 | 1 | +1 | 58.26K | $3.02M | +1 | — |
| Q3 2024 | 1 | 0 | 4.12K | $213,857 | — | — |
| Q2 2024 | 1 | — | 68.68K | $3.57M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.67M | +57.3% | $138.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 2.10M | +22.2% | $108.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 2.10M | +22.2% | $108.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 2.10M | +22.2% | $108.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 2.10M | +22.2% | $108.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | LPL Financial LLC | 1.94M | +12.1% | $100.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 825.49K | +233.2% | $42.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 587.39K | +31.3% | $30.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 537.73K | -53.1% | $27.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 537.73K | -53.1% | $27.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 537.73K | -53.1% | $27.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 440.93K | +53.0% | $22.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Assetmark, Inc | 289.66K | +38.8% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 258.63K | +26.5% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 150.80K | +792.6% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 121.94K | +46.0% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 121.94K | +46.0% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 121.94K | +46.0% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 115.39K | Nuovo | $5.98M | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 115.39K | Nuovo | $5.98M | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 115.39K | Nuovo | $5.98M | 0.0% | New | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 75.47K | -27.5% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 75.47K | -27.5% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 75.47K | -27.5% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 75.08K | -28.6% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 72.61K | Nuovo | $3.76M | 0.0% | New | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 71.67K | +28.4% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 71.67K | +28.4% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 60.88K | Nuovo | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 58.30K | -3.3% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 58.30K | -3.3% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Schroder Investment Management Group | 49.42K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 29.58K | Nuovo | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 34 | Mariner, LLC | 29.58K | Nuovo | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 22.69K | -19.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 22.69K | -19.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 22.69K | -19.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 19.14K | -2.3% | $989,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 13.73K | +25.4% | $711,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 12.56K | -50.0% | $650,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 11.96K | Nuovo | $619,874 | 0.0% | New | 1 | SEC ↗ |
| 42 | Hrt Financial Lp | 10.74K | Nuovo | $556,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 10.00K | 0.0% | $518,350 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 9.49K | -82.3% | $491,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 9.49K | -82.3% | $491,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 9.49K | -82.3% | $491,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 9.49K | -82.3% | $491,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 9.22K | -86.5% | $478,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cerity Partners LLC | 6.73K | -26.4% | $348,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 2.02K | +290.9% | $104,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cwm, Llc | 1.43K | +5632.0% | $74,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 1.26K | 0.0% | $65,500 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| UBS Group AG | $5.98M | 0.0% |
| UBS Group AG | $5.98M | 0.0% |
| UBS Group AG | $5.98M | 0.0% |
| Citadel Advisors | $3.76M | 0.0% |
| UBS AM, a distinct business… | $3.16M | 0.0% |
| Mariner, LLC | $1.53M | 0.0% |
| Mariner, LLC | $1.53M | 0.0% |
| Fifth Third Bancorp | $619,874 | 0.0% |
| Hrt Financial Lp | $556,000 | 0.0% |
Uscito
| Bank Of America Corp /De/ | $20.70M | era 0.0% |
| Goldman Sachs Group | $3.28M | era 0.0% |
| Rockefeller Capital… | $27,476 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 209 detentori, 27.78M azioni, $1.43B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
Ottieni questo tramite l'API