Catatan efek · kuartal yang diarsipkan
DOL
nama menunggu ingest profil
36Pemegang yang dilacak
-2Δ pemegang
5.87MSaham yang dipegang
$436.48MNilai yang dilaporkan
+1Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.3% ·
aliran saham +0.3% ·
posisi baru bersih -5.6%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2.69M | -0.3% | $199.90M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 2.69M | -0.3% | $199.90M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.12M | +3.0% | $83.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.12M | +3.0% | $83.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 369.18K | +1.5% | $27.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 369.18K | +1.5% | $27.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 369.18K | +1.5% | $27.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Royal Bank Of Canada | 306.13K | -1.7% | $22.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 306.13K | -1.7% | $22.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 306.13K | -1.7% | $22.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 253.34K | +6.1% | $18.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 201.36K | -2.4% | $14.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 201.36K | -2.4% | $14.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 201.36K | -2.4% | $14.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 124.97K | -0.4% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 79.37K | +5.8% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 79.37K | +5.8% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 79.11K | +3.1% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 76.99K | +47.3% | $5.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 73.33K | -8.8% | $5.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 73.33K | -8.8% | $5.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 67.26K | +14.6% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 67.26K | +14.6% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 63.96K | -4.6% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 61.19K | -1.7% | $4.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 54.49K | -3.5% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 54.49K | -3.5% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 49.12K | +105.3% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 29.70K | +3.7% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 28.21K | -65.1% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | BlackRock ✦ (pasif) | 25.70K | +8.8% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (pasif) | 25.70K | +8.8% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 25.55K | -15.0% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 11.95K | -18.8% | $888,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 11.63K | 0.0% | $864,635 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 11.53K | -0.1% | $857,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 9.05K | +4.0% | $672,756 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 9.05K | +4.0% | $672,756 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 8.97K | -0.2% | $667,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 8.33K | -2.5% | $611,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 7.66K | -4.1% | $569,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 5.88K | -3.0% | $437,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 5.61K | Baru | $416,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 4.70K | +0.9% | $349,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 3.61K | +5.3% | $268,595 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 3.61K | +5.3% | $268,595 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 2.94K | 0.0% | $218,250 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Us Bancorp \De\ | 1.81K | +292.6% | $134,302 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Assetmark, Inc | 1.60K | 0.0% | $118,983 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 632 | 0.0% | $46,998 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 632 | 0.0% | $46,998 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 179 | 0.0% | $13,311 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Hrt Financial Lp | $416,000 | 0.0% |
Telah keluar
| Citadel Advisors | $512,889 | adalah 0.0% |
| Bank of New York Mellon Corp | $508,003 | adalah 0.0% |
| TD Waterhouse Canada Inc. | $20,584 | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API