سجل الورقة المالية
EEMS
الاسم في انتظار استيعاب الملف الشخصي
37الحاملون المتتبعون
0Δ المساهمون
1.75Mالأسهم المحتفظ بها
$132.44Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -30.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 1.75M | $132.44M | +4 | −4 |
| Q1 2026 | 37 | +3 | 2.65M | $183.06M | +3 | — |
| Q4 2025 | 34 | -1 | 2.62M | $176.95M | — | −1 |
| Q3 2025 | 6 | +1 | 228.56K | $15.52M | +1 | — |
| Q2 2025 | 2 | — | 17.20K | $1.12M | — | — |
| Q4 2024 | 1 | 0 | 41.19K | $2.39M | — | — |
| Q3 2024 | 1 | +1 | 93.43K | $5.96M | +1 | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 247.10K | +12.7% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 192.77K | -0.1% | $14.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | State Of Wisconsin Investment Board | 179.35K | +0.7% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 172.19K | -0.1% | $13.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 172.19K | -0.1% | $13.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 144.03K | -29.9% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 144.03K | -29.9% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 105.23K | +0.9% | $7.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 100.79K | +193.9% | $7.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 53.84K | -3.0% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 42.72K | +740.7% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 40.39K | -2.5% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | BlackRock ✦ (سلبي) | 39.81K | +8.4% | $3.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (سلبي) | 39.81K | +8.4% | $3.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Cetera Investment Advisers | 32.40K | +2.2% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Victory Capital Management Inc | 26.65K | +5.7% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 17.02K | جديد | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 15.56K | +184.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 10.18K | +3.4% | $772,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 9.68K | -0.5% | $734,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 9.01K | +0.8% | $670,042 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 7.61K | 0.0% | $577,371 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 7.53K | -0.8% | $571,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 7.53K | -0.8% | $571,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Nuveen, LLC | 6.80K | جديد | $515,977 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 6.43K | -81.0% | $487,669 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 4.49K | -1.3% | $340,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 4.43K | جديد | $335,965 | 0.0% | New | 1 | SEC ↗ |
| 41 | Stifel Financial Corp | 4.07K | +25.7% | $308,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 4.01K | +0.2% | $301,361 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Kayne Anderson Rudnick Investment… | 3.62K | 0.0% | $274,834 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.24K | +8.1% | $93,770 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Us Bancorp \De\ | 859 | جديد | $65,190 | 0.0% | New | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 324 | 0.0% | $24,589 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 324 | 0.0% | $24,589 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 244 | 0.0% | $18,517 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 210 | 0.0% | $15,937 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 110 | 0.0% | $8,348 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Wealth Enhancement Advisory… | $1.28M | 0.0% |
| Nuveen, LLC | $515,977 | 0.0% |
| Quantinno Capital Management… | $335,965 | 0.0% |
| Us Bancorp \De\ | $65,190 | 0.0% |
تم الخروج
| Connor, Clark & Lunn… | $69.55M | كان 0.2% |
| HighTower Advisors, LLC | $236,399 | كان 0.0% |
| Cerity Partners LLC | $203,804 | كان 0.0% |
| Russell Investments Group… | $32,376 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 111 المالكون, 4.05M الأسهم, $279.16M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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