Запись по ценной бумаге · архивный квартал
CMDB
ожидается загрузка профиля
46Отслеживаемые держатели
+2Δ держателей
4.22MАкций в держании
$65.26MОтчётная стоимость
+4Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.5% ·
поток акций +13.5% ·
новые чистые позиции +4.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 4.21M | $73.93M | +1 | −2 |
| Q1 2026 | 46 | +2 | 4.22M | $65.26M | +4 | −2 |
| Q4 2025 | 45 | 0 | 3.77M | $58.10M | — | — |
| Q3 2025 | 13 | +3 | 1.46M | $21.05M | +3 | — |
| Q2 2025 | 7 | +4 | 1.13M | $9.75M | +4 | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 1.31M | -3.7% | $20.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 1.31M | -3.7% | $20.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 1.31M | -3.7% | $20.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 1.31M | -3.7% | $20.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 539.70K | +0.5% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 377.40K | Новый | $5.84M | 0.0% | New | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 377.40K | Новый | $5.84M | 0.0% | New | 1 | SEC ↗ |
| 14 | American Century Companies Inc | 320.75K | +17.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 204.44K | +48.1% | $3.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 158.85K | -10.6% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (пассивный) | 142.89K | +0.8% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 121.90K | +3.6% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Geode Capital Management ✦ (пассивный) | 106.69K | +1.2% | $1.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Geode Capital Management ✦ (пассивный) | 106.69K | +1.2% | $1.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Nuveen, LLC | 101.55K | -16.8% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Nuveen, LLC | 101.55K | -16.8% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Nuveen, LLC | 101.55K | -16.8% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 94.42K | +10.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 94.42K | +10.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 94.42K | +10.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 74.30K | -7.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 74.30K | -7.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 62.10K | +25.4% | $960,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 59.99K | +121.0% | $928,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 58.16K | -1.9% | $899,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Marshall Wace ✦ | 56.86K | Новый | $879,609 | 0.0% | New | 1 | SEC ↗ |
| 39 | Marshall Wace ✦ | 56.86K | Новый | $879,609 | 0.0% | New | 1 | SEC ↗ |
| 40 | Charles Schwab Investment… | 54.92K | -4.3% | $849,628 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 53.27K | +7.7% | $824,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 53.27K | +7.7% | $824,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 53.27K | +7.7% | $824,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 53.27K | +7.7% | $824,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 53.27K | +7.7% | $824,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 44.39K | +18.7% | $686,744 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 44.39K | +18.7% | $686,744 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Millennium Management ✦ | 43.00K | -25.1% | $665,256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 32.41K | -33.9% | $500,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 32.41K | -33.9% | $500,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 32.41K | -33.9% | $500,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 32.41K | -33.9% | $500,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 32.41K | -33.9% | $500,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 27.99K | Новый | $433,005 | 0.0% | New | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 23.71K | -6.1% | $366,809 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 23.71K | -6.1% | $366,809 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Creative Planning | 21.35K | +18.7% | $330,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Arrowstreet Capital ✦ | 14.55K | -6.6% | $225,027 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Citigroup Inc | 14.50K | +56.0% | $224,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Citigroup Inc | 14.50K | +56.0% | $224,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 13.02K | +9.2% | $201,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 13.02K | +9.2% | $201,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 13.02K | +9.2% | $201,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 13.02K | +9.2% | $201,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 13.02K | +9.2% | $201,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 13.02K | +9.2% | $201,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Alliancebernstein L.P. | 12.17K | +5.2% | $187,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Rhumbline Advisers | 12.02K | -2.9% | $185,878 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Point72 Asset Management ✦ | 11.78K | Новый | $182,237 | 0.0% | New | 1 | SEC ↗ |
| 70 | UBS Group AG | 10.21K | +357.5% | $157,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | UBS Group AG | 10.21K | +357.5% | $157,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | UBS Group AG | 10.21K | +357.5% | $157,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 8.59K | -12.0% | $132,883 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 8.59K | -12.0% | $132,883 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | Barclays Plc | 7.21K | -62.6% | $111,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Barclays Plc | 7.21K | -62.6% | $111,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 6.81K | 0.0% | $105,320 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Wells Fargo & Company/Mn | 4.83K | -59.4% | $74,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Wells Fargo & Company/Mn | 4.83K | -59.4% | $74,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Wells Fargo & Company/Mn | 4.83K | -59.4% | $74,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.29K | +2.4% | $66,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Cwm, Llc | 2.58K | -6.5% | $39,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | New York State Common Retirement… | 2.22K | 0.0% | $34,312 | 0.0% | Held | 2 | SEC ↗ |
| 84 | Bnp Paribas Financial Markets | 1.90K | -3.7% | $29,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Royal Bank Of Canada | 847 | +18.1% | $13,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Royal Bank Of Canada | 847 | +18.1% | $13,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Legal & General Group Plc | 740 | -1.7% | $11,448 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | California State Teachers… | 475 | -11.9% | $7,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Osaic Holdings, Inc. | 100 | 0.0% | $1,547 | 0.0% | Held | 2 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 66 | +135.7% | $993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Assetmark, Inc | 21 | 0.0% | $325 | 0.0% | Held | 2 | SEC ↗ |
| 92 | Fifth Third Bancorp | 12 | 0.0% | $186 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Ameriprise Financial Inc | $5.84M | 0.0% |
| Ameriprise Financial Inc | $5.84M | 0.0% |
| Marshall Wace | $879,609 | 0.0% |
| Marshall Wace | $879,609 | 0.0% |
| Two Sigma Investments | $433,005 | 0.0% |
| Point72 Asset Management | $182,237 | 0.0% |
Закрыто
| Mariner, LLC | $197,556 | составлял 0.0% |
| Invesco Ltd. | $182,516 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 95 держатели, 5.07M акции, $78.59M 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: Q1 2026 ·
Методология ·
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