DBC
ожидается загрузка профиля
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.6% ·
поток акций -1.3% ·
новые чистые позиции -3.7%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -2 | 15.92M | $432.78M | +3 | −5 |
| Q1 2026 | 57 | +5 | 16.14M | $467.35M | +6 | −1 |
| Q4 2025 | 52 | 0 | 16.00M | $357.75M | — | — |
| Q3 2025 | 4 | 0 | 1.72M | $38.65M | — | — |
| Q2 2025 | 1 | 0 | 64.12K | $1.40M | — | — |
| Q1 2025 | 1 | 0 | 48.19K | $1.08M | — | — |
| Q4 2024 | 1 | 0 | 42.24K | $903,006 | — | — |
| Q3 2024 | 1 | 0 | 28.63K | $637,501 | — | — |
| Q2 2024 | 1 | — | 52.71K | $1.22M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.56M | -8.8% | $94.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.56M | -8.8% | $94.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.56M | -8.8% | $94.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.06M | -10.5% | $81.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.06M | -10.5% | $81.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 3.06M | -10.5% | $81.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 3.06M | -10.5% | $81.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.65M | +4.1% | $43.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.65M | +4.1% | $43.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.65M | +4.1% | $43.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.65M | +4.1% | $43.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.65M | +4.1% | $43.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | LPL Financial LLC | 1.42M | +124.8% | $37.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Deutsche Bank Ag\ | 799.27K | -0.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Manufacturers Life Insurance… | 212.83K | +48.4% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Man Group plc | 469.04K | -15.2% | $12.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Victory Capital Management Inc | 439.10K | 0.0% | $11.71M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 428.21K | +5292.4% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 428.21K | +5292.4% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 402.14K | +196.1% | $10.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 402.14K | +196.1% | $10.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 402.14K | +196.1% | $10.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 402.14K | +196.1% | $10.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 398.52K | -26.4% | $10.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 315.20K | +29.1% | $8.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 31 | Cetera Investment Advisers | 252.26K | +0.5% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 228.49K | +596.7% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 228.49K | +596.7% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 182.17K | -66.2% | $4.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Creative Planning | 180.48K | -22.8% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 141.49K | -3.7% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 141.49K | -3.7% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 141.49K | -3.7% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Raymond James Financial Inc | 132.74K | +64.3% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 132.74K | +64.3% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Lido Advisors, LLC | 131.99K | -4.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS Group AG | 130.54K | -6.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | UBS Group AG | 130.54K | -6.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | UBS Group AG | 130.54K | -6.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 108.74K | +103.1% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 108.74K | +103.1% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 108.74K | +103.1% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 107.47K | -62.3% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 107.47K | -62.3% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 107.47K | -62.3% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Neuberger Berman Group LLC | 103.90K | -15.0% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Commonwealth Equity Services, Llc | 90.68K | -7.4% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 85.66K | -8.6% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 83.53K | +11.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 83.53K | +11.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 83.53K | +11.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 83.53K | +11.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 69.75K | Новый | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 59 | CIBC Bancorp USA Inc. | 69.75K | Новый | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 60 | Stifel Financial Corp | 69.74K | +2.0% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Stifel Financial Corp | 69.74K | +2.0% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 68.19K | +760.1% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Toronto Dominion Bank | 67.09K | Новый | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 64 | Mackenzie Financial Corp | 61.95K | +3.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Cibc World Market Inc. | 61.85K | Новый | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 66 | HighTower Advisors, LLC | 42.86K | +6.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 41.15K | +7.8% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 36.85K | 0.0% | $982,481 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 34.11K | 0.0% | $909,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 34.11K | 0.0% | $909,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 34.11K | 0.0% | $909,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mariner, LLC | 31.48K | -24.7% | $839,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Truist Financial Corp | 29.80K | -12.0% | $794,391 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Truist Financial Corp | 29.80K | -12.0% | $794,391 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 24.61K | -95.4% | $656,023 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Blair William & Co/Il | 20.96K | 0.0% | $558,842 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Fifth Third Bancorp | 18.70K | -51.2% | $498,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | First Manhattan Co. Llc. | 18.61K | 0.0% | $496,063 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Brown Advisory Inc | 16.02K | 0.0% | $427,093 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Focus Partners Wealth | 14.87K | -4.6% | $396,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Wealth Enhancement Advisory… | 13.88K | 0.0% | $381,962 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Barclays Plc | 13.27K | -8.1% | $353,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Us Bancorp \De\ | 12.93K | -75.3% | $344,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Us Bancorp \De\ | 12.93K | -75.3% | $344,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Citigroup Inc | 12.60K | 0.0% | $335,916 | 0.0% | Held | 3 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 12.35K | 0.0% | $329,172 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 12.35K | 0.0% | $329,172 | 0.0% | Held | 3 | SEC ↗ |
| 88 | Pnc Financial Services Group, Inc. | 9.50K | -52.9% | $253,316 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 9.50K | -52.9% | $253,316 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 4.62K | +293.3% | $122,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | TD Waterhouse Canada Inc. | 750 | 0.0% | $19,838 | 0.0% | Held | 2 | SEC ↗ |
| 92 | Daiwa Securities Group Inc. | 200 | 0.0% | $5,332 | 0.0% | Held | 3 | SEC ↗ |
| 93 | Assetmark, Inc | 3 | 0.0% | $80 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| CIBC Bancorp USA Inc. | $1.86M | 0.0% |
| CIBC Bancorp USA Inc. | $1.86M | 0.0% |
| Toronto Dominion Bank | $1.79M | 0.0% |
| Cibc World Market Inc. | $1.65M | 0.0% |
Закрыто
| Corient Private Wealth LP | $6.84M | составлял 0.0% |
| Point72 Asset Management | $1.59M | составлял 0.0% |
| Captrust Financial Advisors | $260,121 | составлял 0.0% |
| Hrt Financial Lp | $216,000 | составлял 0.0% |
| Group One Trading Llc | $124,601 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 217 держатели, 22.60M акции, $648.39M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.