FAD
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +11.1% ·
pay akışı +6.5% ·
net yeni pozisyonlar +10.0%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $16,369 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 88 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Mml Investors Services, Llc | $430,412 | 0.0% |
| BlackRock | $16,369 | 0.0% |
| Fifth Third Bancorp | $13,985 | 0.0% |
Çıkıldı
| Bu çeyrekte takip edilen çıkış yok. |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 99 sahipler, 1.64M hisseler, $252.78M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.