Запись по ценной бумаге · архивный квартал
CWBC
ожидается загрузка профиля
62Отслеживаемые держатели
+4Δ держателей
7.30MАкций в держании
$170.11MОтчётная стоимость
+9Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.9% ·
поток акций +13.5% ·
новые чистые позиции +6.5%
— 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 | 64 | +4 | 12.10M | $324.89M | +8 | −4 |
| Q1 2026 | 62 | +4 | 7.30M | $170.11M | +9 | −5 |
| Q4 2025 | 58 | +3 | 6.63M | $149.17M | +4 | −1 |
| Q3 2025 | 14 | 0 | 4.21M | $87.79M | +1 | −1 |
| Q2 2025 | 11 | +1 | 3.72M | $72.48M | +1 | — |
| Q1 2025 | 7 | 0 | 962.41K | $17.79M | +1 | −1 |
| Q4 2024 | 7 | 0 | 868.70K | $16.83M | — | — |
| Q3 2024 | 6 | +1 | 602.18K | $11.60M | +1 | — |
| Q2 2024 | 5 | — | 586.20K | $10.85M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 1.89M | +14.5% | $44.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 840.45K | +4.7% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 840.45K | +4.7% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 840.45K | +4.7% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 840.45K | +4.7% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 744.69K | — | $17.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Geode Capital Management ✦ (пассивный) | 396.50K | +1.5% | $9.24M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Geode Capital Management ✦ (пассивный) | 396.50K | +1.5% | $9.24M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (пассивный) | 341.18K | +2.0% | $7.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Manufacturers Life Insurance… | 338.92K | -1.4% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | American Century Companies Inc | 331.05K | +49.6% | $7.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 302.80K | +83.9% | $7.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Wellington Management ✦ | 302.80K | +83.9% | $7.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 296.94K | -2.6% | $6.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 296.94K | -2.6% | $6.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Hotchkis & Wiley Capital Management… | 276.06K | Новый | $6.43M | 0.0% | New | 1 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 143.71K | -13.9% | $3.35M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Northern Trust Corp | 143.06K | +5.0% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 143.06K | +5.0% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northern Trust Corp | 143.06K | +5.0% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 96.96K | +22.3% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 83.77K | +18.4% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 83.77K | +18.4% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | First Trust Advisors Lp | 80.89K | +31.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Sei Investments Co | 70.98K | +159.1% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Sei Investments Co | 70.98K | +159.1% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Arrowstreet Capital ✦ | 70.81K | +90.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 68.01K | +21.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 68.01K | +21.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 68.01K | +21.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 68.01K | +21.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 68.01K | +21.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 68.01K | +21.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 65.01K | +210.7% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 61.16K | -0.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 61.16K | -0.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 61.16K | -0.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Connor, Clark & Lunn Investment… | 56.41K | +24.3% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Victory Capital Management Inc | 45.00K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 53 | Bank Of America Corp /De/ | 43.13K | +14.2% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 42.58K | -11.6% | $992,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Barclays Plc | 40.69K | -39.0% | $947,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Barclays Plc | 40.69K | -39.0% | $947,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Creative Planning | 39.15K | Новый | $912,288 | 0.0% | New | 1 | SEC ↗ |
| 58 | Principal Financial Group Inc | 33.52K | Новый | $780,992 | 0.0% | New | 1 | SEC ↗ |
| 59 | Principal Financial Group Inc | 33.52K | Новый | $780,992 | 0.0% | New | 1 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 32.64K | +10.1% | $760,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Invesco Ltd. | 28.36K | +8.6% | $660,742 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Invesco Ltd. | 28.36K | +8.6% | $660,742 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 28.36K | +8.6% | $660,742 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 26.13K | +33.2% | $608,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Ameriprise Financial Inc | 25.40K | Новый | $591,820 | 0.0% | New | 1 | SEC ↗ |
| 66 | UBS Group AG | 25.08K | +184.7% | $584,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | UBS Group AG | 25.08K | +184.7% | $584,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Prudential Financial Inc | 22.65K | Новый | $527,745 | 0.0% | New | 1 | SEC ↗ |
| 69 | Prudential Financial Inc | 22.65K | Новый | $527,745 | 0.0% | New | 1 | SEC ↗ |
| 70 | Nuveen, LLC | 22.19K | 0.0% | $516,934 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Nuveen, LLC | 22.19K | 0.0% | $516,934 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Hsbc Holdings Plc | 21.14K | -53.9% | $491,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Rhumbline Advisers | 21.06K | +1.4% | $490,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 17.74K | Новый | $413,365 | 0.0% | New | 1 | SEC ↗ |
| 75 | Franklin Resources Inc | 14.15K | +26.1% | $329,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Deutsche Bank Ag\ | 12.69K | 0.0% | $295,561 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Wells Fargo & Company/Mn | 11.66K | -54.8% | $271,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Wells Fargo & Company/Mn | 11.66K | -54.8% | $271,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Wells Fargo & Company/Mn | 11.66K | -54.8% | $271,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | T. Rowe Price ✦ | 11.32K | +13.7% | $264,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Citadel Advisors ✦ | 10.03K | -86.3% | $233,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Citadel Advisors ✦ | 10.03K | -86.3% | $233,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 8.07K | +4.1% | $188,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bnp Paribas Financial Markets | 7.67K | +1.4% | $178,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 7.48K | -64.2% | $170,252 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 7.48K | -64.2% | $170,252 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 7.48K | -64.2% | $170,252 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 7.48K | -64.2% | $170,252 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | New York State Common Retirement… | 6.03K | 0.0% | $140,569 | 0.0% | Held | 2 | SEC ↗ |
| 90 | Citigroup Inc | 5.52K | -54.3% | $128,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Citigroup Inc | 5.52K | -54.3% | $128,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Cwm, Llc | 4.84K | +29.4% | $112,865 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 4.19K | +56.3% | $97,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 4.19K | +56.3% | $97,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 4.19K | +56.3% | $97,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Us Bancorp \De\ | 2.92K | +0.5% | $68,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Simplex Trading, Llc | 2.68K | Новый | $62,397 | 0.0% | New | 1 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 1.97K | -5.4% | $45,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 1.97K | -5.4% | $45,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Legal & General Group Plc | 1.46K | -4.2% | $34,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hotchkis & Wiley Capital… | $6.43M | 0.0% |
| Creative Planning | $912,288 | 0.0% |
| Principal Financial Group Inc | $780,992 | 0.0% |
| Principal Financial Group Inc | $780,992 | 0.0% |
| Ameriprise Financial Inc | $591,820 | 0.0% |
| Prudential Financial Inc | $527,745 | 0.0% |
| Prudential Financial Inc | $527,745 | 0.0% |
| Susquehanna International… | $413,365 | 0.0% |
| Simplex Trading, Llc | $62,397 | 0.0% |
Закрыто
| Marshall Wace | $1.13M | составлял 0.0% |
| Point72 Asset Management | $993,893 | составлял 0.0% |
| Jane Street Group, Llc | $521,437 | составлял 0.0% |
| Millennium Management | $251,168 | составлял 0.0% |
| Alliancebernstein L.P. | $206,550 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 125 держатели, 11.19M акции, $257.17M 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.
Покупки на открытом рынке (P)
Aug 21
LOKEY JAMES W
Director · 54 акц. @ 25.92 · $1,406
Aug 21
STOVESAND KIRK
Director · 255 акц. @ 26.10 · $6,656
Aug 10
GILL JAGROOP
Director · 4.77K акц. @ 24.88 · $118,678
Продажи на открытом рынке (S)
Продаж инсайдеров на открытом рынке в нашем окне покрытия нет.
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 14
SC 13G/A — Fourthstone LLC
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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