سجل الورقة المالية · ربع مؤرشف
FYX
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
+1Δ المساهمون
4.87Mالأسهم المحتفظ بها
$702.40Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.6% ·
تدفق الأسهم +10.5% ·
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 | 4.87M | $702.40M | +2 | −1 |
| Q1 2026 | 40 | +5 | 4.43M | $528.91M | +5 | — |
| Q4 2025 | 35 | +1 | 4.00M | $452.35M | +1 | — |
| Q3 2025 | 5 | -1 | 722.58K | $78.75M | — | −1 |
| Q2 2025 | 3 | 0 | 20.53K | $2.00M | — | — |
| Q1 2025 | 2 | +1 | 57.77K | $5.20M | +1 | — |
| Q4 2024 | 1 | 0 | 8.90K | $899,434 | +1 | −1 |
| Q3 2024 | 1 | -1 | 5.04K | $501,631 | — | −1 |
| Q2 2024 | 2 | — | 22.92K | $2.07M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 715.28K | +31.4% | $103.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 715.28K | +31.4% | $103.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 704.08K | -0.6% | $101.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 683.90K | +11.7% | $98.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 678.08K | +3.9% | $97.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Raymond James Financial Inc | 435.61K | +5.3% | $62.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 435.61K | +5.3% | $62.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 435.61K | +5.3% | $62.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 421.88K | +38.5% | $60.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 357.40K | -3.8% | $51.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 357.40K | -3.8% | $51.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 151.91K | +17.9% | $21.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 120.33K | +3.0% | $17.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 101.27K | +159.5% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 64.96K | -1.2% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 54.43K | +44.3% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 44.40K | +0.1% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 44.40K | +0.1% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 37.18K | -5.7% | $5.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 36.50K | -1.0% | $5.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 36.34K | +43.6% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 32.31K | +1.2% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 30.59K | -1.3% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 29.81K | +8.7% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 21.62K | -1.7% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 18.90K | +237.5% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 13.38K | +50.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 13.38K | +50.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 11.75K | -3.8% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 9.53K | -53.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 9.27K | -2.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 9.27K | -2.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 8.56K | -4.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mariner, LLC | 8.56K | -4.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Lido Advisors, LLC | 5.86K | جديد | $846,124 | 0.0% | New | 1 | SEC ↗ |
| 46 | Captrust Financial Advisors | 5.19K | +0.2% | $748,380 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 5.12K | -57.8% | $739,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Corient Private Wealth LP | 4.57K | 0.0% | $659,870 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Creative Planning | 4.55K | +1.1% | $656,878 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 4.39K | +5.7% | $633,895 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 2.33K | -92.1% | $336,356 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 52 | Jane Street Group, Llc | 2.25K | -90.0% | $324,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 1.52K | +7.9% | $219,596 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Focus Partners Wealth | 1.45K | جديد | $209,644 | 0.0% | New | 1 | SEC ↗ |
| 55 | BlackRock ✦ (سلبي) | 1.02K | 0.0% | $147,183 | 0.0% | Held | 3 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 975 | 0.0% | $140,690 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Blair William & Co/Il | 300 | -7.4% | $43,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 93 | 0.0% | $13,420 | 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
| Lido Advisors, LLC | $846,124 | 0.0% |
| Focus Partners Wealth | $209,644 | 0.0% |
تم الخروج
| Russell Investments Group… | $510 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 179 المالكون, 6.09M الأسهم, $686.31M 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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