Scheda del titolo · trimestre archiviato
CSM
nome in attesa di acquisizione nel profilo
32Holder monitorati
0Δ titolari
2.19MQuote detenute
$186.55MValore dichiarato
+2Nuove posizioni
−2Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario -1.7% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 2.19M | $186.55M | +2 | −2 |
| Q1 2026 | 32 | 0 | 2.23M | $166.76M | +3 | −3 |
| Q4 2025 | 32 | 0 | 2.25M | $179.20M | — | — |
| Q3 2025 | 4 | +1 | 825.93K | $63.24M | +1 | — |
| Q2 2025 | 1 | — | 9.61K | $677,068 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 835.85K | +1.4% | $71.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 835.85K | +1.4% | $71.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 382.41K | +0.4% | $32.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 254.98K | -12.7% | $21.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 95.56K | -4.2% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 93.07K | -8.9% | $7.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 70.16K | -0.1% | $5.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 70.16K | -0.1% | $5.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 63.27K | -3.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 63.27K | -3.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 63.27K | -3.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 61.73K | -1.1% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 61.73K | -1.1% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 61.73K | -1.1% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 48.30K | -0.2% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 48.30K | -0.2% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 42.37K | +16.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 42.37K | +16.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 33.14K | -2.7% | $2.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 32.59K | -2.0% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 29.66K | -0.3% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 21.52K | -48.0% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 18.71K | +100.6% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 14.47K | Nuovo | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 12.51K | -0.6% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 12.43K | -18.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 12.43K | -18.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 12.43K | -18.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 7.41K | 0.0% | $631,299 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 7.28K | -9.8% | $620,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Empower Advisory Group, LLC | 7.03K | 0.0% | $598,808 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 6.84K | +26.0% | $583,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 6.74K | -12.4% | $574,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 6.68K | +91.4% | $564,847 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 6.68K | +91.4% | $564,847 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.61K | 0.0% | $478,056 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Mariner, LLC | 5.20K | +30.0% | $442,898 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 4.40K | 0.0% | $374,606 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.85K | 0.0% | $242,523 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 2.46K | Nuovo | $213,102 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.14K | 0.0% | $182,702 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.75K | +146.1% | $148,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | UBS Group AG | 265 | -70.5% | $22,582 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $1.23M | 0.0% |
| Wealth Enhancement Advisory… | $213,102 | 0.0% |
Uscito
| Two Sigma Investments | $531,222 | era 0.0% |
| Jane Street Group, Llc | $208,299 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 100 detentori, 3.39M azioni, $249.36M 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: Q2 2026 ·
Metodologia ·
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