Menkul kıymet kaydı · arşivlenmiş çeyrek
FDIS
profil alımı beklemede
51Takip edilen yatırımcılar
-1Δ sahipler
4.52MTutulan hisseler
$421.60MRaporlanan değer
+5Yeni pozisyonlar
−6Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -1.9% ·
pay akışı -13.0% ·
net yeni pozisyonlar -2.0%
— formül
Geniş dağılım — azalan paylar ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $216,363 | 0.0% | New | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.27K | Yeni | $211,839 | 0.0% | New | 1 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 2.27K | Yeni | $211,839 | 0.0% | New | 1 | SEC ↗ |
| 61 | Truist Financial Corp | 2.27K | Yeni | $211,607 | 0.0% | New | 1 | SEC ↗ |
| 62 | Truist Financial Corp | 2.27K | Yeni | $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 ✦ (pasif) | 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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Hrt Financial Lp | $728,000 | idi 0.0% |
| Bank of New York Mellon Corp | $455,451 | idi 0.0% |
| Corient Private Wealth LP | $257,343 | idi 0.0% |
| Marshall Wace | $254,174 | idi 0.0% |
| Captrust Financial Advisors | $201,153 | idi 0.0% |
| Deutsche Bank Ag\ | $86,530 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 229 sahipler, 7.51M hisseler, $682.53M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin