Scheda del titolo · trimestre archiviato
DOL
nome in attesa di acquisizione nel profilo
36Holder monitorati
-2Δ titolari
5.87MQuote detenute
$436.48MValore dichiarato
+1Nuove posizioni
−3Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -5.3% ·
flusso azionario +0.3% ·
nuove posizioni nette -5.6%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
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 · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passivo) | 25.70K | +8.8% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passivo) | 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 | Nuovo | $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 ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Hrt Financial Lp | $416,000 | 0.0% |
Uscito
| Citadel Advisors | $512,889 | era 0.0% |
| Bank of New York Mellon Corp | $508,003 | era 0.0% |
| TD Waterhouse Canada Inc. | $20,584 | 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: Q2 2026 ·
Metodologia ·
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