سجل الورقة المالية · ربع مؤرشف
FDIS
الاسم في انتظار استيعاب الملف الشخصي
51الحاملون المتتبعون
-1Δ المساهمون
4.52Mالأسهم المحتفظ بها
$421.60Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.9% ·
تدفق الأسهم -13.0% ·
المراكز الجديدة الصافية -2.0%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +2 | 3.69M | $379.11M | +4 | −2 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | — |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | — | — |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | — | −1 |
| Q2 2024 | 4 | — | 155.22K | $12.57M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 5 | Charles Schwab Investment… | 1.31M | +5.1% | $122.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 198.81K | -76.7% | $18.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 198.81K | -76.7% | $18.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 186.21K | -12.2% | $17.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 126.90K | -18.8% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 120.91K | -9.4% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 75.28K | +32.5% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 66.96K | -0.7% | $6.24M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Stifel Financial Corp | 56.57K | -6.8% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 56.57K | -6.8% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 56.14K | +5.3% | $5.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Citigroup Inc | 51.33K | +44.7% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 49.67K | جديد | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 46.70K | -19.3% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 41.92K | -47.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 41.92K | -47.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 41.92K | -47.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 40.55K | -26.5% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mariner, LLC | 40.20K | +5.4% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 37.83K | +71.1% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 37.83K | +71.1% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 33.43K | +46.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 33.43K | +46.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 33.43K | +46.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 27.78K | +9683.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 27.78K | +9683.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 26.44K | +16.5% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 26.44K | +16.5% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 24.47K | -79.7% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 18.03K | -74.7% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 15.35K | +19.4% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 14.65K | -0.8% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 13.54K | -2.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Raymond James Financial Inc | 13.54K | -2.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 12.64K | +478.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Creative Planning | 7.64K | +16.6% | $712,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 6.96K | +11.5% | $648,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 6.30K | +23.3% | $587,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 4.79K | -40.3% | $444,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 4.62K | -1.5% | $431,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 4.38K | +52.1% | $408,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Franklin Resources Inc | 2.88K | 0.0% | $268,496 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Franklin Resources Inc | 2.88K | 0.0% | $268,496 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 2.66K | -57.7% | $247,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 2.41K | -41.8% | $224,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Empower Advisory Group, LLC | 2.32K | جديد | $216,363 | 0.0% | New | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.27K | جديد | $211,839 | 0.0% | New | 1 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 2.27K | جديد | $211,839 | 0.0% | New | 1 | SEC ↗ |
| 61 | Truist Financial Corp | 2.27K | جديد | $211,607 | 0.0% | New | 1 | SEC ↗ |
| 62 | Truist Financial Corp | 2.27K | جديد | $211,607 | 0.0% | New | 1 | SEC ↗ |
| 63 | Fifth Third Bancorp | 2.18K | +748.2% | $203,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.41K | +2.5% | $131,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 1.41K | +2.5% | $131,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 1.43K | +9.2% | $128,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 1.43K | +9.2% | $128,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 1.43K | +9.2% | $128,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | BlackRock ✦ (سلبي) | 1.12K | +1024.0% | $104,851 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | 0.0% | $23,498 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 207 | +21.1% | $19,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 207 | +21.1% | $19,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 188 | -26.9% | $17,497 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 150 | جديد | $13,989 | 0.0% | New | 1 | SEC ↗ |
| 75 | Cwm, Llc | 80 | -14.9% | $7,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 40 | -25.9% | $3,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Blair William & Co/Il | 25 | -85.4% | $2,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Goldman Sachs Group | $4.63M | 0.0% |
| Empower Advisory Group, LLC | $216,363 | 0.0% |
| AQR Capital Management | $211,839 | 0.0% |
| AQR Capital Management | $211,839 | 0.0% |
| Truist Financial Corp | $211,607 | 0.0% |
| Truist Financial Corp | $211,607 | 0.0% |
| UBS AM, a distinct business… | $13,989 | 0.0% |
تم الخروج
| Hrt Financial Lp | $728,000 | كان 0.0% |
| Bank of New York Mellon Corp | $455,451 | كان 0.0% |
| Corient Private Wealth LP | $257,343 | كان 0.0% |
| Marshall Wace | $254,174 | كان 0.0% |
| Captrust Financial Advisors | $201,153 | كان 0.0% |
| Deutsche Bank Ag\ | $86,530 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 229 المالكون, 7.51M الأسهم, $682.53M 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: Q1 2026 ·
المنهجية ·
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