EVT
nome in attesa di acquisizione nel profilo
Input di momentum (manager comparabili):
ampiezza dei detentori +6.2% ·
flusso azionario -1.4% ·
nuove posizioni nette +5.9%
· formula
Frammentazione della proprietà: più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 159.92K | $4.43M | n/a | n/a |
| Q2 2026 | 36 | +3 | 7.16M | $198.24M | +5 | −2 |
| Q1 2026 | 34 | +2 | 7.08M | $173.70M | +3 | −1 |
| Q4 2025 | 32 | 0 | 7.18M | $180.80M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.07M | $26.23M | n/a | n/a |
| Q2 2025 | 2 | +1 | 104.19K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | +1 | 9.46K | $220,181 | +1 | n/a |
| Q2 2024 | 1 | n/a | 16.33K | $380,326 | n/a | n/a |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.01M | +1.1% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 973.34K | +2.8% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 892.77K | +6.5% | $21.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 883.95K | -3.5% | $21.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 728.62K | +1.6% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 523.14K | +3.4% | $12.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 298.30K | +10.9% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 255.47K | -29.2% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 193.50K | -6.1% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 189.54K | -15.2% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 153.16K | +5.0% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 150.90K | +0.2% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 146.21K | -24.4% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 127.49K | +6.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Allspring Global Investments… | 69.98K | +68.4% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 57.66K | +4.3% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 56.28K | +185.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Two Sigma Investments ✦ | 50.31K | -54.1% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Stifel Financial Corp | 48.80K | -5.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 44.48K | -6.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 39.89K | -10.5% | $979,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Creative Planning | 27.04K | +2.0% | $663,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 25.79K | -1.1% | $633,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 27.14K | -49.4% | $622,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 22.50K | 0.0% | $552,498 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Focus Partners Wealth | 20.45K | +8.6% | $502,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 16.18K | +26.2% | $397,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 13.71K | -1.2% | $336,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 12.10K | +1.6% | $297,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 10.00K | 0.0% | $245,500 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 5.20K | Nuovo | $127,611 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 204 | Nuovo | $5,008 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 168 | 0.0% | $4,124 | 0.0% | Held | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passivo) | 1 | Nuovo | $13 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $127,611 | 0.0% |
| Us Bancorp \De\ | $5,008 | 0.0% |
| BlackRock | $13 | 0.0% |
Uscito
| Jane Street Group, Llc | $340,257 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 144 detentori, 13.78M azioni, $334.80M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.