EFIV
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +10.7% ·
शेयर प्रवाह +9.2% ·
नई शुद्ध पोजीशन +9.7%
· सूत्र
व्यापक संचय: अधिक होल्डर्स में बढ़ते शेयर
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 1.14M | $83.48M | n/a | −2 |
| 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 |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 322.15K | -1.8% | $20.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Principal Financial Group Inc | 186.01K | +20.8% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 98.20K | +3.9% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 63.61K | +11.3% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 57.57K | +51.3% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank of New York Mellon Corp | 53.23K | +8.1% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 46.45K | -2.7% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 45.18K | +32.8% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 30.11K | +2.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 25.51K | +1.3% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 24.25K | +34.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 22.69K | +95.1% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 21.36K | +8.3% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 21.23K | +171.8% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 18.00K | -8.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 15.95K | नया | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 15.88K | -49.9% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 14.47K | +36.7% | $912,521 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 14.06K | +0.8% | $886,695 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Jane Street Group, Llc | 13.22K | नया | $833,797 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 9.40K | +12.2% | $592,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 4.90K | नया | $309,099 | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 4.24K | -71.5% | $267,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 3.20K | +0.2% | $201,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.18K | 0.0% | $200,476 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 1.91K | -68.1% | $120,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.26K | -91.8% | $80,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Jones Financial Companies Lllp | 1.05K | नया | $66,298 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 983 | 0.0% | $61,984 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Us Bancorp \De\ | 672 | 0.0% | $42,390 | 0.0% | Held | 2 | SEC ↗ |
| 31 | UBS Group AG | 467 | -58.4% | $29,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Hrt Financial Lp | $1.00M | 0.0% |
| Jane Street Group, Llc | $833,797 | 0.0% |
| Mml Investors Services, Llc | $309,099 | 0.0% |
| Jones Financial Companies Lllp | $66,298 | 0.0% |
बाहर निकला
| Citigroup Inc | $32,744 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 129 धारक, 5.56M शेयर, $265.94M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।