CMBS
nome in attesa di acquisizione nel profilo
Input di momentum (manager comparabili):
ampiezza dei detentori -6.9% ·
flusso azionario -0.7% ·
nuove posizioni nette -7.4%
— formula
Distribuzione diffusa — azioni in calo e minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -2 | 3.58M | $174.16M | +1 | −3 |
| Q1 2026 | 29 | +2 | 4.03M | $196.50M | +5 | −3 |
| Q4 2025 | 27 | -2 | 2.62M | $128.78M | — | −2 |
| Q3 2025 | 6 | +1 | 375.18K | $18.41M | +1 | — |
| Q2 2025 | 2 | — | 46.56K | $2.27M | — | — |
| Q4 2024 | 1 | 0 | 182.00K | $8.59M | — | — |
| Q3 2024 | 1 | +1 | 11.44K | $559,515 | +1 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 541.91K | — | $26.60M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 418.16K | — | $20.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 306.98K | +8.5% | $15.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 306.98K | +8.5% | $15.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 294.45K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 294.45K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 294.45K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 183.44K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 183.44K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 183.44K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 183.44K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 173.27K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 173.27K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 132.78K | — | $6.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 107.22K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 107.22K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 107.22K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 97.58K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 66.94K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 66.30K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Franklin Resources Inc | 47.80K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Franklin Resources Inc | 47.80K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Franklin Resources Inc | 47.80K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 41.08K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passivo) | 40.62K | 0.0% | $1.99M | 0.0% | Held | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passivo) | 40.62K | 0.0% | $1.99M | 0.0% | Held | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 35.90K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 33.72K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 8.46K | -62.3% | $415,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 8.46K | -62.3% | $415,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 7.08K | — | $347,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 7.08K | — | $347,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 6.16K | — | $302,087 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 5.89K | — | $289,101 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 5.89K | — | $289,101 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 5.00K | — | $245,700 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 1.36K | — | $66,554 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 930 | -0.6% | $45,653 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 441 | — | $21,618 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 256 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 200 | — | $9,816 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 46 | — | $2,258 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| Citadel Advisors | $827,615 | era 0.0% |
| Goldman Sachs Group | $552,332 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 90 detentori, 7.08M azioni, $343.81M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.