سجل الورقة المالية
FIW
الاسم في انتظار استيعاب الملف الشخصي
47الحاملون المتتبعون
-2Δ المساهمون
5.56Mالأسهم المحتفظ بها
$609.19Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -4.1% ·
تدفق الأسهم +0.6% ·
المراكز الجديدة الصافية -4.3%
— 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 | 47 | -2 | 5.56M | $609.19M | +1 | −3 |
| Q1 2026 | 50 | +2 | 5.54M | $570.87M | +3 | −1 |
| Q4 2025 | 48 | 0 | 5.55M | $603.01M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.13M | $126.42M | — | — |
| Q2 2025 | 3 | -2 | 11.48K | $1.24M | — | −2 |
| Q1 2025 | 3 | +2 | 34.44K | $3.47M | +2 | — |
| Q4 2024 | 1 | -1 | 2.20K | $224,612 | — | −1 |
| Q3 2024 | 2 | +2 | 4.38K | $478,537 | +2 | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.00M | -0.6% | $109.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.00M | -0.6% | $109.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.00M | -0.6% | $109.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.00M | -0.6% | $109.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 914.51K | -3.6% | $100.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 528.80K | +3.3% | $57.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 528.80K | +3.3% | $57.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 528.80K | +3.3% | $57.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 528.80K | +3.3% | $57.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 316.76K | +2.7% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 316.76K | +2.7% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 309.46K | +5.3% | $33.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 281.08K | +4.0% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 281.08K | +4.0% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 232.53K | +14.9% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 232.53K | +14.9% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 232.53K | +14.9% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 218.43K | -3.4% | $23.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 216.37K | -3.6% | $23.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 216.37K | -3.6% | $23.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 216.37K | -3.6% | $23.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 209.52K | +7.9% | $22.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 201.24K | +16.8% | $22.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 201.24K | +16.8% | $22.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 201.24K | +16.8% | $22.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 201.24K | +16.8% | $22.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | 1832 Asset Management L.P. | 177.70K | 0.0% | $19.46M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 161.17K | -17.9% | $17.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 161.17K | -17.9% | $17.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 118.54K | +5.1% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 118.54K | +5.1% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 118.54K | +5.1% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 100.00K | +100.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 81.64K | -7.0% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 81.64K | -7.0% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 66.25K | +1.0% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 66.25K | +1.0% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 66.25K | +1.0% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 50.33K | +17.1% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 45.83K | +25.2% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 40.87K | -2.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 32.70K | +303.3% | $3.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Fifth Third Bancorp | 31.21K | +3.4% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 28.05K | -64.0% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 28.05K | -64.0% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 24.63K | -24.1% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Focus Partners Wealth | 22.36K | -0.8% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 19.89K | -53.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 19.89K | -53.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 19.89K | -53.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Cibc World Market Inc. | 14.92K | +2.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Mariner, LLC | 12.79K | +2.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 12.01K | +2.8% | $1.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 12.01K | +2.8% | $1.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 10.02K | -43.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Captrust Financial Advisors | 8.36K | +79.6% | $915,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 8.33K | -31.8% | $912,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 8.34K | +0.9% | $900,377 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 7.24K | +5.8% | $793,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 7.24K | +5.8% | $793,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 7.24K | +5.8% | $793,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Creative Planning | 6.69K | +4.5% | $732,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 5.11K | -15.2% | $559,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Baird Financial Group, Inc. | 5.11K | -15.2% | $559,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Brown Advisory Inc | 3.50K | -22.2% | $383,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Citigroup Inc | 2.73K | -1.4% | $299,256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Wealthfront Advisers LLC | 2.71K | -3.3% | $297,347 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 2.10K | 0.0% | $227,887 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Cerity Partners LLC | 1.91K | جديد | $208,654 | 0.0% | New | 1 | SEC ↗ |
| 75 | BlackRock ✦ (سلبي) | 1.56K | +14.1% | $170,626 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 76 | BlackRock ✦ (سلبي) | 1.56K | +14.1% | $170,626 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 77 | Assetmark, Inc | 419 | +21.8% | $45,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Blair William & Co/Il | 116 | 0.0% | $12,743 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Simplex Trading, Llc | 63 | -33.7% | $6,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 2 | -98.3% | $219 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Cerity Partners LLC | $208,654 | 0.0% |
تم الخروج
| Citadel Advisors | $387,150 | كان 0.0% |
| Corient Private Wealth LP | $216,780 | كان 0.0% |
| UBS AM, a distinct business… | $45,377 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 302 المالكون, 8.52M الأسهم, $826.04M 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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