سجل الورقة المالية · ربع مؤرشف
FRDM
الاسم في انتظار استيعاب الملف الشخصي
44الحاملون المتتبعون
+1Δ المساهمون
10.78Mالأسهم المحتفظ بها
$785.67Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.3% ·
تدفق الأسهم +15.9% ·
المراكز الجديدة الصافية +2.3%
— 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 | 44 | +1 | 10.78M | $785.67M | +4 | −3 |
| Q1 2026 | 44 | +10 | 9.35M | $510.51M | +11 | −1 |
| Q4 2025 | 34 | 0 | 6.60M | $338.59M | — | — |
| Q3 2025 | 3 | 0 | 260.71K | $11.55M | — | — |
| Q2 2025 | 1 | -1 | 1.30K | $52,677 | — | −1 |
| Q1 2025 | 1 | 0 | 60.10K | $2.11M | — | — |
| Q4 2024 | 1 | +1 | 71.97K | $2.35M | +1 | — |
| Q2 2024 | 1 | — | 6.64K | $234,419 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.39M | +11.5% | $174.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.39M | +11.5% | $174.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 2.07M | +6.2% | $150.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.09M | +41.4% | $79.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 808.25K | +1.7% | $58.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 808.25K | +1.7% | $58.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 808.25K | +1.7% | $58.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 737.55K | +24.9% | $53.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 737.55K | +24.9% | $53.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 737.55K | +24.9% | $53.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 586.33K | +24.2% | $42.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 519.69K | +28.7% | $37.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 323.22K | +26.8% | $23.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 294.23K | +17.9% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 276.84K | +52.8% | $20.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 208.52K | +39.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Julius Baer & Co. Ltd, Zurich | 208.40K | +74.4% | $15.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 162.62K | +8.6% | $11.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 162.62K | +8.6% | $11.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 162.62K | +8.6% | $11.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 158.68K | +19.2% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 155.98K | -10.4% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 155.98K | -10.4% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 155.98K | -10.4% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 155.98K | -10.4% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 139.96K | +234.5% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Tidal Investments LLC | 120.12K | -1.9% | $8.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 100.38K | +13860.8% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 81.86K | +22.2% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mariner, LLC | 73.72K | -10.8% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 63.57K | -13.3% | $4.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Truist Financial Corp | 38.59K | +27.0% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 38.59K | +27.0% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 31.25K | +172.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 26.60K | +8.5% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 24.11K | -6.9% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 21.34K | -11.4% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Brown Advisory Inc | 11.32K | +36.1% | $825,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 10.85K | جديد | $790,898 | 0.0% | New | 1 | SEC ↗ |
| 40 | Marshall Wace ✦ | 8.35K | -2.8% | $608,497 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Marshall Wace ✦ | 8.35K | -2.8% | $608,497 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 7.01K | 0.0% | $510,956 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 6.06K | +0.6% | $442,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 5.93K | +14.9% | $432,370 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 5.14K | +20.8% | $375,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 5.04K | +36.6% | $367,197 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | UBS Group AG | 4.29K | -81.8% | $312,377 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS Group AG | 4.29K | -81.8% | $312,377 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Corient Private Wealth LP | 4.23K | جديد | $308,225 | 0.0% | New | 1 | SEC ↗ |
| 50 | Hrt Financial Lp | 3.83K | -87.2% | $279,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 3.76K | -29.3% | $273,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 3.21K | -7.0% | $234,009 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 1.63K | 0.0% | $118,973 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Simplex Trading, Llc | 298 | -96.4% | $21,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 200 | جديد | $14,580 | 0.0% | New | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 175 | 0.0% | $12,758 | 0.0% | Held | 3 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 1 | جديد | $41 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Quantinno Capital Management… | $790,898 | 0.0% |
| Corient Private Wealth LP | $308,225 | 0.0% |
| Rockefeller Capital… | $14,580 | 0.0% |
| BlackRock | $41 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $6.18M | كان 0.0% |
| Goldman Sachs Group | $2.26M | كان 0.0% |
| Bank Of Montreal /Can/ | $8,198 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 273 المالكون, 33.24M الأسهم, $1.77B 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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