سجل الورقة المالية
EWX
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
+1Δ المساهمون
4.29Mالأسهم المحتفظ بها
$318.76Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.6% ·
تدفق الأسهم -11.1% ·
المراكز الجديدة الصافية +2.5%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +1 | 4.29M | $318.76M | +2 | −1 |
| Q1 2026 | 40 | 0 | 4.83M | $319.13M | +1 | −1 |
| Q4 2025 | 40 | -1 | 4.78M | $314.09M | — | −1 |
| Q3 2025 | 6 | +2 | 362.10K | $24.37M | +2 | — |
| Q2 2025 | 2 | 0 | 12.89K | $799,707 | — | — |
| Q1 2025 | 1 | 0 | 31.08K | $1.76M | — | — |
| Q4 2024 | 1 | 0 | 195.71K | $11.47M | — | — |
| Q3 2024 | 1 | 0 | 86.14K | $5.37M | — | — |
| Q2 2024 | 1 | — | 43.84K | $2.54M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.70M | -3.4% | $126.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 1.70M | -3.4% | $126.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 355.98K | +3.8% | $26.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Mariner, LLC | 326.61K | -1.0% | $24.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 241.31K | +14.9% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Victory Capital Management Inc | 164.77K | 0.0% | $12.24M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 118.71K | +0.7% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (سلبي) | 76.05K | +45.5% | $5.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 43.01K | +29.8% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 41.25K | -1.9% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 37.46K | -36.6% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 34.73K | +24.5% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 34.63K | -29.9% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 32.54K | +14.9% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 24.14K | +20.4% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 24.14K | +20.4% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 18.69K | -8.0% | $1.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 18.69K | -8.0% | $1.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Raymond James Financial Inc | 15.36K | -2.8% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 15.36K | -2.8% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.53K | -58.1% | $931,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 10.11K | -12.0% | $751,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 10.11K | -12.0% | $751,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 10.11K | -12.0% | $751,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Hrt Financial Lp | 8.60K | جديد | $639,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 8.18K | +26.5% | $596,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.02K | -0.1% | $595,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 6.53K | +44.7% | $485,242 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Focus Partners Wealth | 6.28K | +2.3% | $466,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 6.10K | جديد | $453,261 | 0.0% | New | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 5.48K | -23.1% | $407,221 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 4.95K | -3.1% | $367,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 4.74K | -4.9% | $352,035 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cibc World Market Inc. | 4.57K | 0.0% | $339,575 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Wealthfront Advisers LLC | 4.46K | -2.2% | $331,550 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Empower Advisory Group, LLC | 4.07K | 0.0% | $302,051 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 3.48K | +7.2% | $258,213 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 3.48K | +7.2% | $258,213 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 2.92K | +10.2% | $216,583 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 2.92K | +10.2% | $216,583 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 2.47K | -44.8% | $183,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 2.47K | -44.8% | $183,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Assetmark, Inc | 1.79K | -99.6% | $133,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Blair William & Co/Il | 1.22K | 0.0% | $90,281 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.09K | 0.0% | $80,918 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 1.09K | 0.0% | $80,918 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 91 | +28.2% | $6,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Hrt Financial Lp | $639,000 | 0.0% |
| Pnc Financial Services Group… | $453,261 | 0.0% |
تم الخروج
| National Bank Of Canada /Fi/ | $31,006 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 187 المالكون, 7.45M الأسهم, $493.24M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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