سجل الورقة المالية
FTC
الاسم في انتظار استيعاب الملف الشخصي
41الحاملون المتتبعون
-1Δ المساهمون
3.11Mالأسهم المحتفظ بها
$602.68Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.4% ·
تدفق الأسهم -3.2% ·
المراكز الجديدة الصافية -2.4%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد 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 | 41 | -1 | 3.11M | $602.68M | +2 | −3 |
| Q1 2026 | 43 | +6 | 3.23M | $497.03M | +7 | −1 |
| Q4 2025 | 37 | +1 | 3.48M | $556.02M | +1 | — |
| Q3 2025 | 3 | -2 | 766.39K | $123.13M | — | −2 |
| Q2 2025 | 3 | +2 | 30.42K | $4.59M | +2 | — |
| Q4 2024 | 1 | 0 | 38.77K | $5.36M | — | — |
| Q3 2024 | 1 | 0 | 43.78K | $5.75M | — | — |
| Q2 2024 | 1 | — | 13.56K | $1.66M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 717.08K | +3.4% | $138.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 669.37K | -1.0% | $129.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 338.66K | -19.9% | $65.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 338.66K | -19.9% | $65.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 225.68K | +2.2% | $43.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 225.68K | +2.2% | $43.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 169.43K | -18.7% | $32.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 169.43K | -18.7% | $32.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 169.43K | -18.7% | $32.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 152.78K | +0.8% | $29.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 152.78K | +0.8% | $29.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 151.78K | -3.6% | $29.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 135.00K | -3.3% | $26.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 135.00K | -3.3% | $26.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 95.40K | +0.9% | $18.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 72.54K | +24.7% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 68.11K | -0.6% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 68.11K | -0.6% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 68.11K | -0.6% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 37.52K | +0.6% | $7.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 36.19K | +7.4% | $7.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 31.14K | -2.5% | $6.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 30.05K | +14.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 30.05K | +14.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 30.05K | +14.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 29.00K | +73.4% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 27.00K | +11.2% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 20.14K | +3.0% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 13.29K | +2.9% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 10.79K | +15.1% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 8.71K | -2.0% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 8.33K | -50.8% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 8.33K | -50.8% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 6.96K | +4.5% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 6.53K | -14.8% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Creative Planning | 6.00K | +11.2% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 5.21K | -39.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citigroup Inc | 4.60K | +49.0% | $891,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Mariner, LLC | 4.58K | -0.1% | $888,349 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 3.70K | -2.1% | $716,561 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 3.66K | -1.5% | $709,021 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Us Bancorp \De\ | 3.64K | 0.0% | $705,904 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 3.64K | 0.0% | $705,904 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 3.75K | -5.1% | $691,253 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Assetmark, Inc | 2.83K | +21.9% | $549,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Invesco Ltd. | 2.54K | 0.0% | $492,757 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 2.29K | +13.4% | $443,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 1.82K | 0.0% | $352,468 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 1.34K | -86.5% | $260,621 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Jane Street Group, Llc | 1.29K | جديد | $250,738 | 0.0% | New | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 1.26K | -0.8% | $243,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 1.26K | -0.8% | $243,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Blair William & Co/Il | 1.03K | -19.1% | $199,777 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 550 | جديد | $106,574 | 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
| Jane Street Group, Llc | $250,738 | 0.0% |
| Russell Investments Group… | $106,574 | 0.0% |
تم الخروج
| Citadel Advisors | $1.46M | كان 0.0% |
| Millennium Management | $453,179 | كان 0.0% |
| Bank Of Montreal /Can/ | $21,272 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 205 المالكون, 5.05M الأسهم, $669.57M 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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