Catatan efek · kuartal yang diarsipkan
FDRR
nama menunggu ingest profil
27Pemegang yang dilacak
0Δ pemegang
1.54MSaham yang dipegang
$90.76MNilai yang dilaporkan
+2Posisi baru
−2Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +1.6% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 1.55M | $100.69M | +3 | — |
| Q1 2026 | 27 | 0 | 1.54M | $90.76M | +2 | −2 |
| Q4 2025 | 27 | +1 | 1.52M | $92.74M | +1 | — |
| Q3 2025 | 4 | 0 | 178.60K | $10.47M | — | — |
| Q2 2025 | 1 | -1 | 58.08K | $3.15M | — | −1 |
| Q1 2025 | 1 | +1 | 8.99K | $448,951 | +1 | — |
| Q2 2024 | 1 | — | 50.52K | $2.44M | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 310.46K | -10.6% | $18.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 245.92K | -0.5% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 245.92K | -0.5% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 152.09K | -10.9% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 119.35K | +29.3% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 103.93K | +38.0% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 81.68K | -31.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 81.68K | -31.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 78.50K | +12.6% | $4.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Cetera Investment Advisers | 76.80K | +23.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 73.43K | -8.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 73.43K | -8.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 63.62K | -4.1% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 63.62K | -4.1% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 48.07K | +89.6% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 48.07K | +89.6% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 43.67K | -2.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 43.67K | -2.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 32.18K | +102.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 22.19K | +6.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 16.87K | +164.8% | $992,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 11.27K | +4.2% | $662,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 9.35K | +6.9% | $553,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 7.41K | -6.6% | $435,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 6.84K | Baru | $402,371 | 0.0% | New | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 5.37K | 0.0% | $316,009 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.39K | +17.7% | $140,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.94K | +75.9% | $113,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1.94K | +75.9% | $113,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 901 | Baru | $52,982 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 325 | +3.5% | $19,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 120 | +42.9% | $7,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 75 | 0.0% | $4,410 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Mercer Global Advisors Inc… | $402,371 | 0.0% |
| Fifth Third Bancorp | $52,982 | 0.0% |
Telah keluar
| Susquehanna International… | $394,982 | adalah 0.0% |
| Truist Financial Corp | $246,514 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 107 pemegang, 3.62M saham, $200.70M 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: Q1 2026 ·
Metodologi ·
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