Catatan efek · kuartal yang diarsipkan
FAD
nama menunggu ingest profil
30Pemegang yang dilacak
+3Δ pemegang
1.19MSaham yang dipegang
$188.30MNilai yang dilaporkan
+3Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +11.1% ·
aliran saham +6.5% ·
posisi baru bersih +10.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 1.40M | $280.42M | +2 | −2 |
| Q1 2026 | 30 | +3 | 1.19M | $188.30M | +3 | — |
| Q4 2025 | 27 | -2 | 1.11M | $180.26M | — | −2 |
| Q3 2025 | 5 | -1 | 366.85K | $58.90M | — | −1 |
| Q2 2025 | 3 | +2 | 8.44K | $1.24M | +2 | — |
| Q2 2024 | 1 | — | 20.24K | $2.49M | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 242.44K | -21.4% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 197.93K | +58.2% | $31.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 175.02K | +27.8% | $27.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 175.02K | +27.8% | $27.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 93.57K | -32.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 93.57K | -32.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 60.84K | +4.8% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $7.95M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 49.29K | +4.5% | $7.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 49.29K | +4.5% | $7.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 45.53K | -6.5% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 45.53K | -6.5% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 41.50K | +37.3% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 41.50K | +37.3% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 34.24K | +7.8% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 29.64K | +315.8% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 29.51K | +71.1% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 24.74K | +74.9% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 24.35K | -4.0% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 21.00K | +43.7% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 17.69K | -0.3% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 17.69K | -0.3% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 14.06K | +25.3% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 13.91K | +0.3% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 13.91K | +0.3% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 13.07K | +3.2% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 2.71K | Baru | $430,412 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 1.61K | -14.9% | $260,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 897 | 0.0% | $142,554 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 829 | -0.6% | $131,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 389 | 0.0% | $61,821 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 370 | -13.3% | $58,755 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Blair William & Co/Il | 115 | 0.0% | $18,276 | 0.0% | Held | 2 | SEC ↗ |
| 36 | BlackRock ✦ (pasif) | 103 | Baru | $16,369 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 88 | Baru | $13,985 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 50 | 0.0% | $7,946 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 6 | 0.0% | $954 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Mml Investors Services, Llc | $430,412 | 0.0% |
| BlackRock | $16,369 | 0.0% |
| Fifth Third Bancorp | $13,985 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 99 pemegang, 1.64M saham, $252.78M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API