Catatan efek · kuartal yang diarsipkan
DFNM
nama menunggu ingest profil
31Pemegang yang dilacak
+1Δ pemegang
7.86MSaham yang dipegang
$376.75MNilai yang dilaporkan
+5Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.3% ·
aliran saham +5.9% ·
posisi baru bersih +3.2%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 185.05K | $8.53M | n/a | n/a |
| Q2 2026 | 31 | +2 | 8.60M | $415.65M | +4 | −3 |
| Q1 2026 | 31 | +1 | 7.86M | $376.75M | +5 | −4 |
| Q4 2025 | 30 | +1 | 7.42M | $357.43M | +1 | n/a |
| Q3 2025 | 3 | n/a | 223.43K | $10.72M | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.79K | $275,228 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.82K | $278,201 | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.86K | $284,384 | +1 | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.22M | +15.3% | $202.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 653.39K | +6.7% | $31.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 589.44K | -15.4% | $28.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 518.55K | +8.3% | $24.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 418.52K | +16.1% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Assetmark, Inc | 332.59K | -2.6% | $15.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 208.37K | -39.6% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 138.60K | +65.0% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 135.53K | +29.0% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 88.27K | +143.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 82.95K | +6.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Corient Private Wealth LP | 81.80K | -43.8% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 66.95K | +0.7% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 61.78K | -58.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 48.40K | 0.0% | $2.32M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Sei Investments Co | 35.87K | +10.2% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 28.96K | +8.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 27.47K | -31.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 22.77K | +38.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 21.35K | Baru | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 14.42K | Baru | $691,294 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 13.26K | +46.9% | $635,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 12.61K | +1.2% | $604,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.73K | -0.6% | $418,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 8.21K | +239.5% | $393,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 8.08K | -30.3% | $387,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Quantinno Capital Management LP | 5.14K | Baru | $246,216 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 4.57K | -27.1% | $218,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 1.35K | +11.9% | $64,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 98 | Baru | $4,697 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | Baru | $5 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $1.02M | 0.0% |
| Fifth Third Bancorp | $691,294 | 0.0% |
| Quantinno Capital Management… | $246,216 | 0.0% |
| Pnc Financial Services Group… | $4,697 | 0.0% |
| Wells Fargo & Company/Mn | $5 | 0.0% |
Telah keluar
| Goldman Sachs Group | $1.67M | adalah 0.0% |
| Creative Planning | $285,166 | adalah 0.0% |
| Blair William & Co/Il | $6,310 | adalah 0.0% |
| UBS Group AG | $1,012 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 272 pemegang, 36.15M saham, $1.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API