DWX
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.6% ·
pay akışı +2.2% ·
net yeni pozisyonlar -2.6%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 3.74M | $171.67M | +1 | −2 |
| Q1 2026 | 40 | +4 | 3.66M | $166.66M | +6 | −2 |
| Q4 2025 | 36 | 0 | 4.07M | $178.92M | +1 | −1 |
| Q3 2025 | 4 | 0 | 881.46K | $37.64M | — | — |
| Q2 2025 | 2 | +1 | 9.78K | $412,376 | +1 | — |
| Q4 2024 | 1 | 0 | 69.57K | $2.43M | — | — |
| Q3 2024 | 1 | 0 | 14.05K | $539,617 | — | — |
| Q2 2024 | 1 | — | 11.28K | $388,474 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 884.04K | +3.7% | $40.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 884.04K | +3.7% | $40.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 724.90K | +2.6% | $33.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 724.90K | +2.6% | $33.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 382.02K | -2.4% | $17.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 312.21K | -12.4% | $14.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 312.21K | -12.4% | $14.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 312.21K | -12.4% | $14.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 212.22K | +11.8% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 144.64K | +21.9% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 144.64K | +21.9% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 138.58K | -7.0% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 119.07K | +56.4% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 98.77K | +21.0% | $4.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 98.67K | -6.2% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 98.67K | -6.2% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 97.17K | -6.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 97.17K | -6.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 97.17K | -6.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 97.17K | -6.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 84.13K | +47.7% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 67.91K | +0.5% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 65.73K | -4.1% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 65.73K | -4.1% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 45.76K | -0.9% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 42.77K | +7.5% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Invesco Ltd. | 29.22K | -5.7% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 19.76K | -11.8% | $908,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 18.96K | -33.1% | $871,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 18.32K | +0.1% | $845,594 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 17.37K | +5.6% | $798,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 17.07K | +49.0% | $784,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 15.59K | +247.4% | $716,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 11.83K | +19.1% | $543,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 10.25K | +7.4% | $471,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 10.25K | +7.4% | $471,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 8.27K | 0.0% | $380,040 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Mariner, LLC | 8.22K | -2.6% | $377,919 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Jane Street Group, Llc | 8.14K | -73.8% | $374,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 7.67K | +39.7% | $352,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 6.03K | -1.1% | $277,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 5.45K | -1.0% | $250,618 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Cibc World Market Inc. | 4.55K | Yeni | $209,346 | 0.0% | New | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 4.05K | -6.9% | $185,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 3.21K | +0.3% | $147,554 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.99K | -15.9% | $91,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 1.99K | -15.9% | $91,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.99K | -15.9% | $91,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 205 | +35.8% | $9,422 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 198 | 0.0% | $9,100 | 0.0% | Held | 3 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 92 | 0.0% | $4,228 | 0.0% | Held | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Cibc World Market Inc. | $209,346 | 0.0% |
Çıkıldı
| Citigroup Inc | $519,890 | idi 0.0% |
| Captrust Financial Advisors | $218,424 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 136 sahipler, 5.96M hisseler, $253.77M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.