Catatan efek · kuartal yang diarsipkan
DOL
nama menunggu ingest profil
35Pemegang yang dilacak
+1Δ pemegang
5.75MSaham yang dipegang
$378.65MNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.9% ·
aliran saham -5.1% ·
posisi baru bersih +2.9%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -2 | 5.87M | $436.48M | +1 | −3 |
| Q1 2026 | 39 | +4 | 5.88M | $398.96M | +4 | — |
| Q4 2025 | 35 | +1 | 5.75M | $378.65M | +2 | −1 |
| Q3 2025 | 4 | 0 | 1.75M | $108.90M | — | — |
| Q2 2025 | 1 | — | 1.60K | $95,419 | — | — |
| Q4 2024 | 1 | 0 | 24.11K | $1.19M | — | — |
| Q3 2024 | 1 | 0 | 6.92K | $373,282 | — | — |
| Q2 2024 | 1 | — | 31.25K | $1.59M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2.66M | — | $175.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 2.66M | — | $175.41M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.02M | +3.5% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.02M | +3.5% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 371.57K | -49.6% | $24.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 371.57K | -49.6% | $24.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 330.36K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 330.36K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 330.36K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 237.12K | — | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 199.21K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 199.21K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 199.21K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 119.88K | — | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 86.68K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 82.94K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 82.94K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 75.25K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 69.60K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 64.83K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 57.48K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 57.48K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 46.70K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 42.89K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 42.89K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 37.40K | Baru | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 27 | Mariner, LLC | 34.70K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 31.95K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 30.05K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 29.40K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 23.25K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Corient Private Wealth LP | 23.25K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 21.18K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 11.16K | — | $751,414 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 10.16K | — | $668,764 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 8.54K | — | $562,130 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 8.48K | — | $558,128 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 8.48K | — | $558,128 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 8.09K | — | $532,929 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (pasif) | 7.37K | Baru | $485,380 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (pasif) | 7.37K | Baru | $485,380 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 4.65K | — | $305,958 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 3.41K | — | $224,351 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 3.04K | — | $199,905 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 2.21K | +0.6% | $145,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 2.21K | +0.6% | $145,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 1.60K | — | $105,360 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 632 | — | $41,617 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 632 | — | $41,617 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 179 | — | $11,787 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $2.46M | 0.0% |
| BlackRock | $485,380 | 0.0% |
| BlackRock | $485,380 | 0.0% |
Telah keluar
| Goldman Sachs Group | $1.24M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 108 pemegang, 7.33M saham, $497.16M 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 efek ini yang dilacak — berdasarkan 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API