Catatan efek · kuartal yang diarsipkan
FIDU
nama menunggu ingest profil
44Pemegang yang dilacak
+4Δ pemegang
4.60MSaham yang dipegang
$397.76MNilai yang dilaporkan
+6Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.0% ·
aliran saham +3.5% ·
posisi baru bersih +9.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.20K | $285,833 | n/a | n/a |
| Q2 2026 | 39 | -3 | 4.70M | $468.44M | +3 | −7 |
| Q1 2026 | 44 | +4 | 4.60M | $397.76M | +6 | −2 |
| Q4 2025 | 40 | +1 | 4.45M | $365.94M | +1 | n/a |
| Q3 2025 | 4 | +1 | 290.01K | $23.76M | +1 | n/a |
| Q2 2025 | 1 | -1 | 66.06K | $5.12M | n/a | −1 |
| Q1 2025 | 1 | +1 | 17.84K | $1.22M | +1 | n/a |
| Q3 2024 | 1 | +1 | 28.63K | $2.07M | +1 | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.74M | 0.0% | $150.37M | 0.6% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Northwestern Mutual Wealth… | 889.71K | +6.3% | $76.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 389.11K | -1.9% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 275.12K | +24.9% | $23.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 213.93K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 142.31K | +13.6% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Mercer Global Advisors Inc /Adv | 131.47K | -5.1% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 129.89K | -0.9% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 92.66K | -4.3% | $8.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 89.14K | -8.0% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 80.95K | +10.5% | $7.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Stifel Financial Corp | 72.68K | +2.3% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 58.12K | -8.9% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 51.87K | +11.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 42.97K | +49.8% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 39.64K | -1.2% | $3.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Citigroup Inc | 24.31K | +89.4% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 24.38K | +72.0% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 18.10K | -1.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 15.04K | -1.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 10.68K | -30.8% | $923,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 9.84K | -7.6% | $851,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 9.28K | -4.2% | $802,581 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 8.32K | -4.9% | $720,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 6.55K | +30.6% | $566,841 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 6.43K | +37.5% | $556,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 6.41K | +79.5% | $554,247 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Quantinno Capital Management LP | 4.41K | +0.8% | $381,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 3.28K | Baru | $284,028 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 3.17K | +448.8% | $274,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 3.02K | +20.1% | $261,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 2.90K | -8.2% | $254,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 2.73K | Baru | $235,940 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 980 | -16.8% | $84,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Belvedere Trading LLC | 908 | Baru | $78,560 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 846 | +12.5% | $70,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 731 | +240.0% | $63,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 500 | -0.6% | $43,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (pasif) | 500 | 0.0% | $43,260 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $21,630 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 27 | -38.6% | $2,323 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 26 | Baru | $2,250 | 0.0% | New | 1 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 9 | Baru | $779 | 0.0% | New | 1 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 6 | Baru | $525 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Deutsche Bank Ag\ | $82,068 | adalah 0.0% |
| Simplex Trading, Llc | $25,981 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 219 pemegang, 8.65M saham, $734.40M 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 sekuritas ini yang dilacak: 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 ·
Dapatkan ini melalui API