سجل الورقة المالية
FIDU
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
-3Δ المساهمون
4.71Mالأسهم المحتفظ بها
$468.73Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -7.0% ·
تدفق الأسهم +2.4% ·
المراكز الجديدة الصافية -7.5%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
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 | 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 942.09K | +5.9% | $93.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 400.73K | +3.0% | $39.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 285.84K | +3.9% | $28.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 123.20K | -6.3% | $12.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 99.98K | +12.2% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 92.11K | +13.8% | $9.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 52.19K | +0.6% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 50.00K | جديد | $4.98M | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 37.53K | +54.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 32.50K | -24.4% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citigroup Inc | 27.49K | +13.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 18.09K | +20.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 9.75K | -0.9% | $971,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mariner, LLC | 8.33K | -54.0% | $830,001 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 7.17K | +9.4% | $713,762 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Creative Planning | 6.29K | -2.1% | $626,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 6.10K | جديد | $607,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 4.03K | -8.6% | $401,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 3.55K | +22.4% | $343,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Captrust Financial Advisors | 3.03K | +0.5% | $302,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 2.99K | -64.1% | $297,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 2.73K | 0.0% | $271,636 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Corient Private Wealth LP | 2.29K | جديد | $227,862 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 2.27K | -30.9% | $225,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 1.07K | +9.0% | $106,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | BlackRock ✦ (سلبي) | 500 | 0.0% | $49,805 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $24,903 | 0.0% | Held | 3 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 220 | +3566.7% | $21,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 26 | 0.0% | $2,590 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Bnp Paribas Financial Markets | $4.98M | 0.0% |
| Hrt Financial Lp | $607,000 | 0.0% |
| Corient Private Wealth LP | $227,862 | 0.0% |
تم الخروج
| Susquehanna International… | $3.43M | كان 0.0% |
| Jane Street Group, Llc | $923,688 | كان 0.0% |
| Belvedere Trading LLC | $78,560 | كان 0.0% |
| Qube Research & Technologies… | $63,246 | كان 0.0% |
| Russell Investments Group… | $2,323 | كان 0.0% |
| National Bank Of Canada /Fi/ | $779 | 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: Q2 2026 ·
المنهجية ·
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