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FVAL
profil alımı beklemede
38Takip edilen yatırımcılar
+3Δ sahipler
5.72MTutulan hisseler
$396.62MRaporlanan değer
+6Yeni pozisyonlar
−3Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +8.6% ·
pay akışı +2.6% ·
net yeni pozisyonlar +7.9%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -4 | 5.92M | $461.38M | — | −4 |
| Q1 2026 | 38 | +3 | 5.72M | $396.62M | +6 | −3 |
| Q4 2025 | 35 | +1 | 5.58M | $403.19M | +1 | — |
| Q3 2025 | 6 | 0 | 2.35M | $161.73M | — | — |
| Q2 2025 | 3 | 0 | 1.85M | $117.94M | — | — |
| Q1 2025 | 2 | 0 | 248.51K | $14.81M | — | — |
| Q4 2024 | 2 | 0 | 56.02K | $3.45M | — | — |
| Q3 2024 | 2 | +2 | 46.30K | $2.81M | +2 | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.70M | +9.7% | $118.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.68M | +1.7% | $116.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Royal Bank Of Canada | 301.38K | +0.2% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 301.38K | +0.2% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 301.38K | +0.2% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 301.38K | +0.2% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 290.29K | -12.5% | $20.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 281.54K | +9.5% | $19.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 247.92K | -1.3% | $17.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 247.92K | -1.3% | $17.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 213.85K | -10.4% | $14.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 206.53K | -0.5% | $13.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 206.53K | -0.5% | $13.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 173.29K | -8.7% | $12.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 173.29K | -8.7% | $12.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 131.61K | +4.4% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 131.61K | +4.4% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 131.61K | +4.4% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 131.61K | +4.4% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 110.78K | +58.6% | $7.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 106.63K | +4.0% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 53.90K | +7.4% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 53.90K | +7.4% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 41.67K | +80.3% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 41.67K | +80.3% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 41.67K | +80.3% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 41.67K | +80.3% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 31.60K | +7.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 22.80K | -74.4% | $1.58M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 19.48K | -16.4% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (pasif) | 17.15K | Yeni | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 12.38K | +32.3% | $859,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 12.19K | +7424.7% | $845,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 10.78K | +4.6% | $753,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 10.52K | +13.4% | $729,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 8.04K | +0.7% | $558,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 8.04K | +0.7% | $558,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cerity Partners LLC | 8.04K | +0.7% | $558,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 7.26K | +6.3% | $503,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 6.31K | +38.5% | $438,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 3.84K | -15.2% | $266,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 3.58K | Yeni | $248,308 | 0.0% | New | 1 | SEC ↗ |
| 43 | Marshall Wace ✦ | 3.28K | Yeni | $227,632 | 0.0% | New | 1 | SEC ↗ |
| 44 | Marshall Wace ✦ | 3.28K | Yeni | $227,632 | 0.0% | New | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 3.03K | +1.2% | $210,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Stifel Financial Corp | 3.03K | +1.2% | $210,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 2.56K | +18.2% | $177,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 2.22K | +5321.9% | $154,307 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1.02K | +127.8% | $71,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 1.02K | +127.8% | $71,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 914 | -56.0% | $63,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 321 | Yeni | $22,277 | 0.0% | New | 1 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 308 | 0.0% | $21,375 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 273 | 0.0% | $18,946 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 251 | Yeni | $17,419 | 0.0% | New | 1 | SEC ↗ |
| 56 | Us Bancorp \De\ | 92 | Yeni | $6,385 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| BlackRock | $1.19M | 0.0% |
| Mercer Global Advisors Inc… | $248,308 | 0.0% |
| Marshall Wace | $227,632 | 0.0% |
| Marshall Wace | $227,632 | 0.0% |
| UBS AM, a distinct business… | $22,277 | 0.0% |
| Pnc Financial Services Group… | $17,419 | 0.0% |
| Us Bancorp \De\ | $6,385 | 0.0% |
Çıkıldı
| Citadel Advisors | $1.03M | idi 0.0% |
| Jane Street Group, Llc | $524,247 | idi 0.0% |
| Blair William & Co/Il | $15,295 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 147 sahipler, 8.72M hisseler, $595.50M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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