Catatan efek
FDIS
nama menunggu ingest profil
51Pemegang yang dilacak
+2Δ pemegang
3.68MSaham yang dipegang
$378.06MNilai yang dilaporkan
+4Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.1% ·
aliran saham -18.4% ·
posisi baru bersih +2.0%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +2 | 3.68M | $378.06M | +4 | −3 |
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Charles Schwab Investment… | 597.55K | -54.3% | $61.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Assetmark, Inc | 215.66K | +15.8% | $22.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 126.43K | +4.6% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 124.33K | -2.0% | $12.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 122.60K | -38.3% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Citigroup Inc | 84.17K | +64.0% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 81.71K | +503.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Fisher Asset Management ✦ | 64.38K | -3.9% | $6.62M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 58.37K | +4.0% | $6.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Stifel Financial Corp | 57.70K | +2.0% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 46.74K | +15.3% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Mariner, LLC | 40.00K | -0.5% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 37.52K | -50.2% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 33.87K | +38.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Royal Bank Of Canada | 21.83K | -34.7% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Jones Financial Companies Lllp | 17.84K | +16.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 16.85K | -66.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 15.97K | +9.0% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 15.00K | -60.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 10.00K | -20.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 9.60K | +38.0% | $987,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 7.75K | +1.4% | $796,665 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 7.59K | +20.5% | $780,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 5.46K | +14.0% | $560,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northern Trust Corp | 4.38K | 0.0% | $450,542 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 3.71K | -19.8% | $381,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 3.40K | +41.2% | $349,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Corient Private Wealth LP | 2.81K | Baru | $288,671 | 0.0% | New | 1 | SEC ↗ |
| 34 | Franklin Resources Inc | 2.65K | -8.0% | $272,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 2.47K | +8.8% | $254,168 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Empower Advisory Group, LLC | 2.33K | +0.4% | $239,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 2.08K | Baru | $213,393 | 0.0% | New | 1 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 2.01K | -24.4% | $206,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.48K | -31.9% | $152,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 41 | Pnc Financial Services Group, Inc. | 1.41K | 0.0% | $144,593 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 42 | BlackRock ✦ (pasif) | 1.12K | 0.0% | $115,622 | 0.0% | Held | 5 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 639 | Baru | $65,715 | 0.0% | New | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 284 | -99.0% | $29,207 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 250 | 0.0% | $25,850 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 171 | -17.4% | $17,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 150 | 0.0% | $15,426 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Blair William & Co/Il | 121 | +384.0% | $12,444 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Allspring Global Investments… | 100 | Baru | $10,310 | 0.0% | New | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 91 | -51.6% | $9,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 23 | -42.5% | $2,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Two Sigma Investments | $4.36M | adalah 0.0% |
| HighTower Advisors, LLC | $1.68M | adalah 0.0% |
| Truist Financial Corp | $211,607 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 229 pemegang, 7.51M saham, $682.53M 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API