DJCO
ожидается загрузка профиля
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.2% ·
поток акций +0.6% ·
новые чистые позиции +7.6%
— формула
Широкое накопление — рост доли акций у большего 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 | 66 | +5 | 504.37K | $303.05M | +8 | −3 |
| Q1 2026 | 64 | +4 | 503.47K | $242.87M | +8 | −4 |
| Q4 2025 | 60 | +1 | 556.42K | $271.17M | +3 | −2 |
| Q3 2025 | 15 | +1 | 301.13K | $140.07M | +2 | −1 |
| Q2 2025 | 11 | -2 | 275.83K | $116.47M | — | −2 |
| Q1 2025 | 10 | +3 | 90.02K | $35.80M | +4 | −1 |
| Q4 2024 | 7 | -1 | 81.08K | $46.06M | — | −1 |
| Q3 2024 | 7 | +3 | 45.68K | $22.39M | +3 | — |
| Q2 2024 | 4 | — | 35.29K | $13.93M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 41.56K | +19.3% | $24.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 41.56K | +19.3% | $24.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 41.56K | +19.3% | $24.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 41.56K | +19.3% | $24.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (пассивный) | 35.45K | +8.8% | $21.31M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 15.09K | +12.9% | $9.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northern Trust Corp | 13.07K | +8.1% | $7.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northern Trust Corp | 13.07K | +8.1% | $7.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northern Trust Corp | 13.07K | +8.1% | $7.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 13.07K | +8.1% | $7.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northern Trust Corp | 13.07K | +8.1% | $7.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | New York State Common Retirement… | 10.16K | 0.0% | $6.11M | 0.0% | Held | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 10.15K | -36.9% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Principal Financial Group Inc | 9.43K | +9.0% | $5.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Principal Financial Group Inc | 9.43K | +9.0% | $5.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 9.34K | +113.9% | $5.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 9.34K | +113.9% | $5.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 9.34K | +113.9% | $5.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 9.34K | +113.9% | $5.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 9.34K | +113.9% | $5.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 9.34K | +113.9% | $5.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Charles Schwab Investment… | 8.80K | +5.6% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 6.18K | -33.1% | $3.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 6.18K | -33.1% | $3.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | American Century Companies Inc | 3.62K | +0.4% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citigroup Inc | 2.91K | +10.8% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citigroup Inc | 2.91K | +10.8% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.35K | +5.9% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.35K | +5.9% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.35K | +5.9% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 1.90K | -84.2% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 1.77K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 1.77K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ |
| 34 | Rhumbline Advisers | 1.75K | +8.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 1.56K | Новый | $937,255 | 0.0% | New | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1.39K | +116.6% | $832,949 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1.39K | +116.6% | $832,949 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 1.34K | +31.4% | $803,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 1.34K | +31.4% | $803,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 1.29K | -19.8% | $778,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 1.29K | -19.8% | $778,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Franklin Resources Inc | 1.29K | -19.8% | $778,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 1.13K | +16.6% | $677,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 44 | Legal & General Group Plc | 1.09K | +12.1% | $655,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Legal & General Group Plc | 1.09K | +12.1% | $655,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Legal & General Group Plc | 1.09K | +12.1% | $655,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 1.30K | +8.3% | $627,042 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | State Board Of Administration Of… | 968 | Новый | $581,952 | 0.0% | New | 1 | SEC ↗ |
| 49 | Invesco Ltd. | 811 | -21.9% | $487,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 811 | -21.9% | $487,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Invesco Ltd. | 811 | -21.9% | $487,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Invesco Ltd. | 811 | -21.9% | $487,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Invesco Ltd. | 811 | -21.9% | $487,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 717 | -73.5% | $431,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 601 | +6.9% | $362,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Royal Bank Of Canada | 601 | +6.9% | $362,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 601 | +6.9% | $362,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 504 | Новый | $303,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 400 | -20.2% | $240,639 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 400 | -20.2% | $240,639 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 348 | Новый | $209,214 | 0.0% | New | 1 | SEC ↗ |
| 62 | Barclays Plc | 224 | -24.6% | $134,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Barclays Plc | 224 | -24.6% | $134,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Federated Hermes, Inc. | 84 | +25.4% | $50,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 63 | 0.0% | $36,190 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Us Bancorp \De\ | 10 | +11.1% | $6,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 6 | Новый | $3,607 | 0.0% | New | 1 | SEC ↗ |
| 68 | Fifth Third Bancorp | 0 | — | $195 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Raymond James Financial Inc | $937,255 | 0.0% |
| State Board Of Administration… | $581,952 | 0.0% |
| Mercer Global Advisors Inc… | $303,000 | 0.0% |
| Manufacturers Life Insurance… | $209,214 | 0.0% |
| Pnc Financial Services Group… | $3,607 | 0.0% |
Закрыто
| Aviva Plc | $430,247 | составлял 0.0% |
| Northwestern Mutual Wealth… | $8,200 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 136 держатели, 1.10M акции, $519.72M 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.