Scheda del titolo · trimestre archiviato
CTA
nome in attesa di acquisizione nel profilo
33Holder monitorati
+1Δ titolari
14.92MQuote detenute
$447.06MValore dichiarato
+5Nuove posizioni
−4Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +3.1% ·
flusso azionario +28.4% ·
nuove posizioni nette +3.0%
— 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 | 18.37M | $471.61M | +8 | −4 |
| Q1 2026 | 33 | +1 | 14.92M | $447.06M | +5 | −4 |
| Q4 2025 | 32 | +1 | 11.62M | $318.10M | +1 | — |
| Q3 2025 | 2 | -1 | 755.51K | $21.13M | — | −1 |
| Q2 2025 | 1 | 0 | 64.17K | $1.72M | — | — |
| Q1 2025 | 1 | +1 | 7.34K | $217,382 | +1 | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.47M | +336.9% | $135.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 2.11M | -27.2% | $59.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citigroup Inc | 1.35M | +1756.8% | $40.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.27M | +153.4% | $38.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.05M | -1.7% | $31.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 809.77K | +21545.9% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 809.77K | +21545.9% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 683.58K | +29.3% | $20.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 526.11K | -6.7% | $15.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 435.21K | +273.8% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 381.96K | +3.0% | $11.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 373.26K | +11.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 373.26K | +11.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 286.18K | +33807.7% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 286.18K | +33807.7% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 190.67K | -19.6% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 190.67K | -19.6% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 188.56K | -34.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cwm, Llc | 187.25K | -93.6% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 165.10K | +27.0% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 82.41K | -4.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 67.13K | -57.8% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Nova Scotia | 66.00K | 0.0% | $1.99M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Mariner, LLC | 59.66K | +20.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 59.66K | +20.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 43.94K | Nuovo | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 27.60K | -6.7% | $834,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 22.77K | -7.7% | $686,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Tidal Investments LLC | 17.40K | Nuovo | $525,737 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 13.28K | +8.5% | $401,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 12.15K | -43.5% | $367,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 12.08K | +19.6% | $365,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 10.40K | -5.4% | $314,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 4.55K | +1896.5% | $139,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Simplex Trading, Llc | 1.70K | Nuovo | $51,374 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.47K | +0.3% | $44,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.43K | Nuovo | $43,245 | 0.0% | New | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 387 | Nuovo | $11,695 | 0.0% | New | 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
| Citadel Advisors | $1.33M | 0.0% |
| Tidal Investments LLC | $525,737 | 0.0% |
| Simplex Trading, Llc | $51,374 | 0.0% |
| Fifth Third Bancorp | $43,245 | 0.0% |
| Pnc Financial Services Group… | $11,695 | 0.0% |
Uscito
| Jane Street Group, Llc | $1.95M | era 0.0% |
| Rockefeller Capital… | $2,344 | era 0.0% |
| Jones Financial Companies Lllp | $1,799 | era 0.0% |
| Us Bancorp \De\ | $1,418 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 234 detentori, 37.32M azioni, $1.11B 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 ·
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