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EFSC
Enterprise Financial Services Corp · Financial Services · Banks - Regional
95Отслеживаемые держатели
-1Δ держателей
22.75MАкций в держании
$1.50BОтчётная стоимость
+6Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.0% ·
поток акций +2.0% ·
новые чистые позиции -1.1%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | -1 | 22.75M | $1.50B | +6 | −7 |
| Q1 2026 | 99 | +3 | 22.36M | $1.21B | +8 | −5 |
| Q4 2025 | 96 | -1 | 22.42M | $1.21B | — | −1 |
| Q3 2025 | 17 | 0 | 12.09M | $700.86M | +1 | −1 |
| Q2 2025 | 14 | +1 | 11.00M | $606.36M | +1 | — |
| Q1 2025 | 10 | -1 | 5.07M | $272.65M | — | −1 |
| Q4 2024 | 11 | 0 | 5.69M | $320.66M | +1 | −1 |
| Q3 2024 | 10 | -1 | 4.76M | $244.10M | — | −1 |
| Q2 2024 | 11 | — | 4.37M | $178.83M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.57M | +5.1% | $235.01M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 2 | Wellington Management ✦ | 2.91M | -10.5% | $191.68M | 0.0% | ▼ Trim | 9 | SEC ↗ ×7 |
| 3 | Dimensional Fund Advisors Lp | 2.23M | +1.9% | $147.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (пассивный) | 1.60M | +18.4% | $105.64M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 1.56M | -1.1% | $102.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | American Century Companies Inc | 1.21M | +15.2% | $79.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 980.65K | +5.0% | $64.62M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Nomura Asset Management… | 929.83K | -4.1% | $61.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | First Trust Advisors Lp | 917.31K | -25.2% | $60.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jennison Associates Llc | 700.31K | +15.2% | $46.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Charles Schwab Investment… | 440.94K | +0.9% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northern Trust Corp | 388.56K | +5.5% | $25.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Goldman Sachs Group ✦ | 359.54K | +33.1% | $23.69M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 349.72K | +30.1% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 15 | Qube Research & Technologies Ltd | 346.15K | -27.3% | $22.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 344.78K | -13.2% | $22.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Fisher Asset Management ✦ | 245.35K | +84.2% | $16.16M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Hotchkis & Wiley Capital Management… | 220.94K | +1.4% | $14.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 214.29K | +379.7% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Russell Investments Group, Ltd. | 194.49K | +19.5% | $12.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 21 | Bank of New York Mellon Corp | 173.27K | +3.6% | $11.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Two Sigma Investments ✦ | 156.41K | +215.2% | $10.30M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 143.11K | +76.3% | $9.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Millennium Management ✦ | 140.38K | +44.7% | $9.25M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Universal- Beteiligungs- und… | 134.38K | +5.7% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 129.77K | -2.8% | $8.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×12 |
| 27 | Franklin Resources Inc | 122.20K | +1.8% | $8.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | Boston Partners | 100.73K | -3.8% | $6.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 100.11K | -11.9% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 92.56K | +138.7% | $6.10M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 31 | Nuveen, LLC | 88.75K | -65.7% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Marshall Wace ✦ | 83.78K | +81.6% | $5.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 33 | UBS AM, a distinct business unit of… | 81.28K | -9.2% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 34 | Envestnet Asset Management Inc | 80.34K | -0.8% | $5.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 75.51K | +52.4% | $4.97M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 36 | Swiss National Bank | 73.96K | +1.4% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 72.24K | +24.1% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | New York State Common Retirement… | 68.45K | 0.0% | $4.51M | 0.0% | Held | 3 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 67.73K | +303.9% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Sei Investments Co | 60.83K | -23.5% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 54.56K | +32.1% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Rhumbline Advisers | 53.43K | +3.7% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | UBS Group AG | 50.95K | -20.7% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 44 | T. Rowe Price ✦ | 50.59K | +17.6% | $3.33M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Citigroup Inc | 49.86K | +118.1% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Invesco Ltd. | 49.59K | -12.1% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 47 | Prudential Financial Inc | 48.43K | +57.4% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Corient Private Wealth LP | 39.44K | -0.4% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Deutsche Bank Ag\ | 38.96K | +18.9% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Alliancebernstein L.P. | 43.01K | +15.2% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 34.47K | -11.1% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 31.15K | Новый | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 53 | Legal & General Group Plc | 30.43K | +1.1% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | Stifel Financial Corp | 25.68K | +86.3% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Mariner, LLC | 25.67K | +148.4% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Barclays Plc | 25.36K | -17.9% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Osaic Holdings, Inc. | 24.20K | +0.3% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Ameriprise Financial Inc | 23.32K | +1.6% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Squarepoint Ops LLC | 22.05K | Новый | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 60 | Manufacturers Life Insurance… | 18.78K | +6.9% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Zurcher Kantonalbank (Zurich… | 17.37K | 0.0% | $1.14M | 0.0% | Held | 3 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 17.01K | -1.1% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 16.66K | +48.2% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Hrt Financial Lp | 15.95K | -64.2% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Allianz Asset Management GmbH | 14.49K | Новый | $954,865 | 0.0% | New | 1 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 14.42K | +48.5% | $950,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | State Board Of Administration Of… | 13.95K | +35.7% | $918,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | State Of Wisconsin Investment Board | 9.84K | -23.4% | $648,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Cetera Investment Advisers | 9.51K | +0.8% | $626,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 8.37K | +7.4% | $551,584 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 71 | Captrust Financial Advisors | 8.10K | +9.3% | $533,783 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Allspring Global Investments… | 7.41K | +3.9% | $495,528 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Royal Bank Of Canada | 7.28K | -15.2% | $480,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 74 | Voya Investment Management Llc | 7.16K | +7.2% | $471,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Cerity Partners LLC | 6.55K | +20.4% | $431,599 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 76 | Lido Advisors, LLC | 6.42K | -68.6% | $422,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | LPL Financial LLC | 6.21K | +15.1% | $409,394 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Pictet Asset Management Holding SA | 6.19K | 0.0% | $407,797 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Canada Pension Plan Investment Board | 6.00K | 0.0% | $395,280 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Focus Partners Wealth | 5.53K | -20.1% | $364,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Capstone Investment Advisors, Llc | 4.84K | Новый | $318,793 | 0.0% | New | 1 | SEC ↗ |
| 82 | ProShare Advisors LLC | 4.83K | -9.1% | $318,530 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Victory Capital Management Inc | 4.15K | +0.6% | $273,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Holocene Advisors, LP | 4.15K | Новый | $273,336 | 0.0% | New | 1 | SEC ↗ |
| 85 | Federated Hermes, Inc. | 4.01K | +21.4% | $263,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Us Bancorp \De\ | 3.82K | -5.5% | $251,529 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 87 | Neuberger Berman Group LLC | 3.57K | Новый | $235,164 | 0.0% | New | 1 | SEC ↗ |
| 88 | Fifth Third Bancorp | 2.17K | +8.1% | $143,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 1.22K | +67.9% | $80,176 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 90 | Pnc Financial Services Group, Inc. | 998 | +261.6% | $65,749 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 91 | Northwestern Mutual Wealth… | 918 | +10.2% | $60,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | BNP Paribas Asset Management… | 908 | +3.6% | $59,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Jones Financial Companies Lllp | 530 | +8.6% | $35,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | TD Waterhouse Canada Inc. | 265 | 0.0% | $17,756 | 0.0% | Held | 3 | SEC ↗ |
| 95 | Optiver Holding B.V. | 250 | +131.5% | $16,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Assetmark, Inc | $2.05M | 0.0% |
| Squarepoint Ops LLC | $1.45M | 0.0% |
| Allianz Asset Management GmbH | $954,865 | 0.0% |
| Capstone Investment Advisors… | $318,793 | 0.0% |
| Holocene Advisors, LP | $273,336 | 0.0% |
| Neuberger Berman Group LLC | $235,164 | 0.0% |
Закрыто
| Jane Street Group, Llc | $6.50M | составлял 0.0% |
| Point72 Asset Management | $3.59M | составлял 0.0% |
| Tudor Investment Corp Et Al | $1.63M | составлял 0.0% |
| Lazard Asset Management Llc | $1.37M | составлял 0.0% |
| Connor, Clark & Lunn… | $775,937 | составлял 0.0% |
| Healthcare Of Ontario Pension… | $514,911 | составлял 0.0% |
| National Bank Of Canada /Fi/ | $108 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 260 держатели, 30.15M акции, $1.59B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Oct 08
SC 13G/A — DIMENSIONAL FUND ADVISORS LP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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