Scheda del titolo · trimestre archiviato
DOL
nome in attesa di acquisizione nel profilo
35Holder monitorati
+1Δ titolari
5.75MQuote detenute
$378.65MValore dichiarato
+2Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +2.9% ·
flusso azionario -5.1% ·
nuove posizioni nette +2.9%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuovo | $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 ✦ (passivo) | 7.37K | Nuovo | $485,380 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passivo) | 7.37K | Nuovo | $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 ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Citadel Advisors | $2.46M | 0.0% |
| BlackRock | $485,380 | 0.0% |
| BlackRock | $485,380 | 0.0% |
Uscito
| Goldman Sachs Group | $1.24M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 108 detentori, 7.33M azioni, $497.16M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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