Catatan efek · kuartal yang diarsipkan
FINX
nama menunggu ingest profil
29Pemegang yang dilacak
-5Δ pemegang
1.91MSaham yang dipegang
$44.00MNilai yang dilaporkan
+2Posisi baru
−7Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -14.7% ·
aliran saham -17.9% ·
posisi baru bersih -17.2%
— formula
Distribusi luas — penurunan saham dan lebih sedikit 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | — | — |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | — | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | — | — |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | — | — |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | — | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | — |
| Q2 2024 | 2 | — | 35.17K | $884,933 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 409.02K | -41.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 409.02K | -41.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 330.18K | +196.1% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 330.18K | +196.1% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 165.17K | -44.6% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 98.73K | +12.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 98.73K | +12.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 74.33K | +120.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 59.68K | -63.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citigroup Inc | 32.63K | -5.8% | $753,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 28.45K | +18.2% | $633,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 26.02K | Baru | $600,959 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 22.79K | +114.5% | $526,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 17.71K | +11.0% | $409,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 15.69K | +10.2% | $362,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 14.01K | -83.6% | $323,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 12.78K | -29.5% | $295,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 12.78K | -29.5% | $295,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 6.18K | -44.9% | $142,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 6.18K | -44.9% | $142,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 4.34K | +0.4% | $100,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.82K | -2.2% | $40,585 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.82K | -2.2% | $40,585 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.72K | 0.0% | $39,617 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 680 | -43.1% | $15,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 614 | -38.8% | $14,173 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 459 | -71.1% | $10,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 289 | 0.0% | $6,676 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 288 | -29.6% | $6,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 55 | 0.0% | $1,257 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 5 | Baru | $116 | 0.0% | New | 1 | 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… | $600,959 | 0.0% |
| Assetmark, Inc | $116 | 0.0% |
Telah keluar
| Mirae Asset Global… | $2.65M | adalah 0.0% |
| Envestnet Asset Management Inc | $2.58M | adalah 0.0% |
| HighTower Advisors, LLC | $977,160 | adalah 0.0% |
| Commonwealth Equity Services… | $318,900 | adalah 0.0% |
| D. E. Shaw & Co. | $241,032 | adalah 0.0% |
| Creative Planning | $225,522 | adalah 0.0% |
| Simplex Trading, Llc | $3,178 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 78 pemegang, 2.54M saham, $57.67M 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 ·
Dapatkan ini melalui API