سجل الورقة المالية
FNDB
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
+1Δ المساهمون
3.83Mالأسهم المحتفظ بها
$116.53Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.6% ·
تدفق الأسهم +1.0% ·
المراكز الجديدة الصافية +2.5%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر 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 | +1 | 3.83M | $116.53M | +4 | −3 |
| Q1 2026 | 39 | +3 | 3.79M | $102.82M | +4 | −1 |
| Q4 2025 | 36 | +1 | 3.57M | $94.89M | +1 | — |
| Q3 2025 | 5 | 0 | 987.83K | $25.43M | +1 | −1 |
| Q2 2025 | 2 | 0 | 40.22K | $964,544 | — | — |
| Q1 2025 | 1 | +1 | 56.40K | $1.30M | +1 | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 548.15K | -16.2% | $16.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 477.42K | +9.8% | $14.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 477.42K | +9.8% | $14.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 305.56K | +1.5% | $9.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 305.56K | +1.5% | $9.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 296.60K | +6.8% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 217.29K | +26.6% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 209.90K | +4.5% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 182.67K | +31.1% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 111.61K | -3.8% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 104.74K | +0.2% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 91.39K | +4.5% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 76.25K | -9.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 66.85K | +31.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 54.94K | +2.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 51.54K | +1.2% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 50.85K | -1.4% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Creative Planning | 47.65K | -10.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 45.16K | -7.5% | $1.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 44.07K | -57.9% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 38.96K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 20.93K | -8.3% | $637,447 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Stifel Financial Corp | 19.12K | +0.2% | $582,482 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Nuveen, LLC | 15.27K | جديد | $465,232 | 0.0% | New | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 13.48K | -43.4% | $410,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 13.48K | -43.4% | $410,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | BlackRock ✦ (سلبي) | 11.56K | 0.0% | $352,253 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Chevy Chase Trust Holdings, LLC | 10.21K | 0.0% | $310,936 | 0.0% | Held | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 9.55K | 0.0% | $291,045 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 8.61K | -6.3% | $262,139 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 8.56K | -1.6% | $260,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Brown Advisory Inc | 6.84K | جديد | $208,346 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 6.23K | -16.2% | $189,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 6.23K | -16.2% | $189,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 4.65K | 0.0% | $141,639 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 600 | +246.8% | $18,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 432 | +44.0% | $13,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 185 | جديد | $5,606 | 0.0% | New | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 145 | 0.0% | $4,417 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 5 | جديد | $152 | 0.0% | New | 1 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 1 | 0.0% | $45 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Nuveen, LLC | $465,232 | 0.0% |
| Brown Advisory Inc | $208,346 | 0.0% |
| National Bank Of Canada /Fi/ | $5,606 | 0.0% |
| Bnp Paribas Financial Markets | $152 | 0.0% |
تم الخروج
| Corient Private Wealth LP | $1.45M | كان 0.0% |
| Goldman Sachs Group | $566,168 | كان 0.0% |
| Focus Partners Wealth | $239,432 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 169 المالكون, 12.18M الأسهم, $316.40M 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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