سجل الورقة المالية · ربع مؤرشف
FIDU
الاسم في انتظار استيعاب الملف الشخصي
44الحاملون المتتبعون
+4Δ المساهمون
4.60Mالأسهم المحتفظ بها
$397.76Mالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +10.0% ·
تدفق الأسهم +3.5% ·
المراكز الجديدة الصافية +9.1%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من 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 | 40 | -3 | 4.71M | $468.73M | +3 | −6 |
| Q1 2026 | 44 | +4 | 4.60M | $397.76M | +6 | −2 |
| Q4 2025 | 40 | +1 | 4.45M | $365.94M | +1 | — |
| Q3 2025 | 4 | +1 | 290.01K | $23.76M | +1 | — |
| Q2 2025 | 1 | -1 | 66.06K | $5.12M | — | −1 |
| Q1 2025 | 1 | +1 | 17.84K | $1.22M | +1 | — |
| Q3 2024 | 1 | +1 | 28.63K | $2.07M | +1 | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.74M | 0.0% | $150.37M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.74M | 0.0% | $150.37M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.74M | 0.0% | $150.37M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.74M | 0.0% | $150.37M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 889.71K | +6.3% | $76.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 389.11K | -1.9% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 275.12K | +24.9% | $23.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 213.93K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 213.93K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 213.93K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 213.93K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 142.31K | +13.6% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 142.31K | +13.6% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 131.47K | -5.1% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 129.89K | -0.9% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 129.89K | -0.9% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 92.66K | -4.3% | $8.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 89.14K | -8.0% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 80.95K | +10.5% | $7.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Stifel Financial Corp | 72.68K | +2.3% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 72.68K | +2.3% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 58.12K | -8.9% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 58.12K | -8.9% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 58.12K | -8.9% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 51.87K | +11.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 42.97K | +49.8% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 39.64K | -1.2% | $3.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 39.64K | -1.2% | $3.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citigroup Inc | 24.31K | +89.4% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 24.38K | +72.0% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 18.10K | -1.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mariner, LLC | 18.10K | -1.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 15.04K | -1.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 10.68K | -30.8% | $923,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Truist Financial Corp | 9.84K | -7.6% | $851,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Raymond James Financial Inc | 9.28K | -4.2% | $802,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Raymond James Financial Inc | 9.28K | -4.2% | $802,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 8.32K | -4.9% | $720,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 6.55K | +30.6% | $566,841 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Creative Planning | 6.43K | +37.5% | $556,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS Group AG | 6.41K | +79.5% | $554,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 6.41K | +79.5% | $554,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 4.41K | +0.8% | $381,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 3.28K | جديد | $284,028 | 0.0% | New | 1 | SEC ↗ |
| 45 | Cwm, Llc | 3.17K | +448.8% | $274,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Captrust Financial Advisors | 3.02K | +20.1% | $261,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 2.90K | -8.2% | $254,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 2.73K | جديد | $235,940 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 980 | -16.8% | $84,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Belvedere Trading LLC | 908 | جديد | $78,560 | 0.0% | New | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 846 | +12.5% | $70,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 731 | +240.0% | $63,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 500 | -0.6% | $43,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | BlackRock ✦ (سلبي) | 500 | 0.0% | $43,260 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $21,630 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 27 | -38.6% | $2,323 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 26 | جديد | $2,250 | 0.0% | New | 1 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 9 | جديد | $779 | 0.0% | New | 1 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 6 | جديد | $525 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Fifth Third Bancorp | $284,028 | 0.0% |
| UBS AM, a distinct business… | $235,940 | 0.0% |
| Belvedere Trading LLC | $78,560 | 0.0% |
| Assetmark, Inc | $2,250 | 0.0% |
| National Bank Of Canada /Fi/ | $779 | 0.0% |
| TD Waterhouse Canada Inc. | $525 | 0.0% |
تم الخروج
| Deutsche Bank Ag\ | $82,068 | كان 0.0% |
| Simplex Trading, Llc | $25,981 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 219 المالكون, 8.65M الأسهم, $734.40M 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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