سجل الورقة المالية · ربع مؤرشف
FDIS
الاسم في انتظار استيعاب الملف الشخصي
52الحاملون المتتبعون
+2Δ المساهمون
3.69Mالأسهم المحتفظ بها
$379.11Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.0% ·
تدفق الأسهم -18.5% ·
المراكز الجديدة الصافية +3.8%
— 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 | 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 5 | Charles Schwab Investment… | 597.55K | -54.3% | $61.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Assetmark, Inc | 215.66K | +15.8% | $22.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 126.43K | +4.6% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 124.33K | -2.0% | $12.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 122.60K | -38.3% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 122.60K | -38.3% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citigroup Inc | 84.17K | +64.0% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 81.71K | +503.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 81.71K | +503.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 64.38K | -3.9% | $6.62M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 58.37K | +4.0% | $6.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Stifel Financial Corp | 57.70K | +2.0% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 57.70K | +2.0% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 46.74K | +15.3% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 40.00K | -0.5% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 37.52K | -50.2% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 33.87K | +38.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 21.83K | -34.7% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 21.83K | -34.7% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 17.84K | +16.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 16.85K | -66.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 15.97K | +9.0% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 15.00K | -60.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 10.21K | -43.4% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 10.00K | -20.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 9.60K | +38.0% | $987,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Creative Planning | 7.75K | +1.4% | $796,665 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 7.59K | +20.5% | $780,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 5.46K | +14.0% | $560,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northern Trust Corp | 4.38K | 0.0% | $450,542 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 3.71K | -19.8% | $381,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 3.40K | +41.2% | $349,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 2.81K | جديد | $288,671 | 0.0% | New | 1 | SEC ↗ |
| 51 | Franklin Resources Inc | 2.65K | -8.0% | $272,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 2.47K | +8.8% | $254,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 2.47K | +8.8% | $254,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 2.33K | +0.4% | $239,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Captrust Financial Advisors | 2.08K | جديد | $213,393 | 0.0% | New | 1 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 2.01K | -24.4% | $206,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 1.48K | -31.9% | $152,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 1.41K | 0.0% | $144,593 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 1.41K | 0.0% | $144,593 | 0.0% | Held | 3 | SEC ↗ |
| 64 | BlackRock ✦ (سلبي) | 1.12K | 0.0% | $115,622 | 0.0% | Held | 5 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 639 | جديد | $65,715 | 0.0% | New | 1 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 284 | -99.0% | $29,207 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | TD Waterhouse Canada Inc. | 250 | 0.0% | $25,850 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 171 | -17.4% | $17,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 150 | 0.0% | $15,426 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Blair William & Co/Il | 121 | +384.0% | $12,444 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Allspring Global Investments… | 100 | جديد | $10,310 | 0.0% | New | 1 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 91 | -51.6% | $9,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Us Bancorp \De\ | 23 | -42.5% | $2,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Corient Private Wealth LP | $288,671 | 0.0% |
| Captrust Financial Advisors | $213,393 | 0.0% |
| Qube Research & Technologies… | $65,715 | 0.0% |
| Allspring Global Investments… | $10,310 | 0.0% |
تم الخروج
| Two Sigma Investments | $4.36M | كان 0.0% |
| Truist Financial Corp | $211,607 | 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: Q2 2026 ·
المنهجية ·
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