Catatan efek · kuartal yang diarsipkan
DWM
nama menunggu ingest profil
34Pemegang yang dilacak
+2Δ pemegang
3.35MSaham yang dipegang
$245.59MNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.2% ·
aliran saham -1.9% ·
posisi baru bersih +5.9%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
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 | 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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 915.78K | -3.6% | $67.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 469.90K | -1.3% | $34.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 388.01K | -10.2% | $28.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 375.49K | -2.5% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 375.49K | -2.5% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 232.15K | +5.2% | $17.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 216.80K | +4.1% | $16.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 111.99K | +0.2% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 91.85K | +3.4% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 91.85K | +3.4% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 89.20K | +0.1% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 89.20K | +0.1% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 74.14K | +16.2% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 69.78K | -17.2% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cibc World Market Inc. | 58.71K | +9.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Sei Investments Co | 40.09K | -3.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 32.88K | +3.6% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 27.46K | 0.0% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 19.74K | +10.3% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 17.93K | +4.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 17.93K | +4.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 16.93K | -5.0% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 14.09K | +9.3% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 12.77K | Baru | $935,020 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 11.95K | -0.5% | $875,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 11.87K | +0.2% | $868,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.93K | -0.2% | $868,192 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.93K | -0.2% | $868,192 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 8.68K | +12.5% | $631,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 8.51K | +0.3% | $623,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $472,230 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $472,230 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 5.80K | Baru | $424,423 | 0.0% | New | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 3.26K | +0.5% | $238,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.97K | +36.2% | $217,183 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.97K | +36.2% | $217,183 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Citigroup Inc | 2.93K | -2.4% | $214,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.11K | +1.1% | $154,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 512 | -66.9% | $37,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 132 | 0.0% | $9,664 | 0.0% | Held | 2 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 50 | Baru | $3,652 | 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
| Citadel Advisors | $935,020 | 0.0% |
| Susquehanna International… | $424,423 | 0.0% |
| TD Waterhouse Canada Inc. | $3,652 | 0.0% |
Telah keluar
| UBS AM, a distinct business… | $1.22M | adalah 0.0% |
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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API