EFIV
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -6.7% ·
aliran saham -10.7% ·
posisi baru bersih -7.1%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -2 | 1.09M | $79.72M | n/a | −3 |
| Q1 2026 | 31 | +3 | 1.14M | $71.90M | +4 | −1 |
| Q4 2025 | 28 | -2 | 1.04M | $69.10M | n/a | −2 |
| Q3 2025 | 6 | +1 | 147.77K | $9.40M | +1 | n/a |
| Q2 2025 | 2 | -1 | 131.24K | $7.68M | n/a | −1 |
| Q1 2025 | 2 | 0 | 61.73K | $3.30M | n/a | n/a |
| Q4 2024 | 2 | +1 | 200.39K | $11.32M | +1 | n/a |
| Q3 2024 | 1 | 0 | 121.60K | $6.78M | +1 | −1 |
| Q2 2024 | 1 | n/a | 10.88K | $577,781 | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 328.05K | n/a | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Principal Financial Group Inc | 153.98K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 94.47K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 57.13K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 49.23K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 47.72K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 38.05K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 34.03K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 31.72K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 29.49K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 25.19K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 19.72K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 19.58K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 18.08K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 15.30K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 14.90K | n/a | $985,503 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 13.95K | n/a | $922,600 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 11.63K | n/a | $769,210 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 10.58K | -74.1% | $699,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 8.38K | n/a | $554,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 7.81K | +5.5% | $516,764 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 5.99K | n/a | $396,040 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 3.19K | n/a | $211,178 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.18K | -87.9% | $210,229 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | UBS Group AG | 1.12K | n/a | $74,286 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 983 | +0.3% | $65,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 672 | n/a | $44,453 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 495 | n/a | $32,744 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Two Sigma Investments | $2.98M | adalah 0.0% |
| Citadel Advisors | $1.62M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 129 pemegang, 5.56M saham, $265.94M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.