Catatan efek · kuartal yang diarsipkan
DWM
nama menunggu ingest profil
33Pemegang yang dilacak
+3Δ pemegang
3.42MSaham yang dipegang
$239.29MNilai yang dilaporkan
+3Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.0% ·
aliran saham -2.2% ·
posisi baru bersih +9.1%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +2 | 3.35M | $245.59M | +3 | −1 |
| Q1 2026 | 33 | +3 | 3.42M | $239.29M | +3 | — |
| Q4 2025 | 30 | 0 | 3.50M | $241.10M | — | — |
| Q3 2025 | 3 | 0 | 1.03M | $68.41M | — | — |
| Q2 2025 | 1 | — | 2.32K | $147,625 | — | — |
| Q4 2024 | 1 | 0 | 32.84K | $1.73M | — | — |
| Q3 2024 | 1 | 0 | 4.16K | $239,551 | — | — |
| Q2 2024 | 1 | — | 8.27K | $444,264 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 950.13K | -1.6% | $66.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 476.01K | -0.1% | $33.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 385.12K | -1.2% | $26.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 385.12K | -1.2% | $26.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 208.17K | -37.3% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 111.71K | -14.5% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 89.09K | +1.7% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 89.09K | +1.7% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 88.85K | +9.9% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 88.85K | +9.9% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 84.25K | +6.0% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 63.81K | -28.4% | $4.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 53.66K | +3.0% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Sei Investments Co | 41.32K | -0.9% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 31.72K | -5.1% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 27.45K | -0.5% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 17.89K | +66.2% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 17.83K | +12.2% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 17.44K | +413.3% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 17.18K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 17.18K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 12.89K | +1.4% | $900,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 12.01K | Baru | $839,107 | 0.0% | New | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 11.84K | -13.6% | $827,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 11.95K | +3.7% | $811,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 11.95K | +3.7% | $811,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 8.49K | +0.1% | $593,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 7.72K | +7.7% | $523,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $450,796 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $450,796 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 4.43K | +0.1% | $309,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 3.25K | -78.0% | $226,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Citigroup Inc | 3.00K | Baru | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.18K | +10.7% | $152,181 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.18K | +10.7% | $152,181 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Blair William & Co/Il | 2.08K | +0.2% | $145,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 1.55K | +4452.9% | $108,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 132 | Baru | $9,226 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $839,107 | 0.0% |
| Citigroup Inc | $209,742 | 0.0% |
| Russell Investments Group… | $9,226 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 129 pemegang, 5.60M saham, $381.57M 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API