EFIV
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +10.7% ·
aliran saham +9.2% ·
posisi baru bersih +9.7%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| 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 | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Citigroup Inc | $32,744 | 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.