سجل الورقة المالية
GWX
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
+4Δ المساهمون
6.81Mالأسهم المحتفظ بها
$297.79Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +11.1% ·
تدفق الأسهم +4.9% ·
المراكز الجديدة الصافية +10.0%
— 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 | +4 | 6.81M | $297.79M | +4 | — |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | — |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | — |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | — | — |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | — | — |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | — | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | — |
| Q2 2024 | 1 | — | 31.65K | $1.00M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.35M | +7.1% | $59.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 930.70K | +7.5% | $40.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 581.32K | +5.6% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Assetmark, Inc | 442.81K | -1.8% | $19.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 338.83K | +0.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 338.83K | +0.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 330.64K | -1.1% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 330.64K | -1.1% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 266.31K | 0.0% | $11.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 266.31K | 0.0% | $11.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Creative Planning | 259.01K | -5.6% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 259.01K | -5.6% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 175.44K | +7.2% | $7.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 175.44K | +7.2% | $7.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Jane Street Group, Llc | 163.86K | جديد | $7.17M | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 137.29K | +2.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 70.11K | -45.6% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 63.75K | -14.6% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 55.60K | +42.0% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wellington Management ✦ | 51.14K | -52.5% | $2.24M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 46.72K | +5.7% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 46.41K | +17.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 46.41K | +17.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 42.95K | +11.1% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 40.38K | +163.5% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 35.33K | +8.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 25.75K | -63.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 25.75K | -63.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 21.03K | 0.0% | $920,185 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Focus Partners Wealth | 16.26K | -1.4% | $711,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mariner, LLC | 13.40K | -0.1% | $586,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 12.83K | +99.7% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 12.83K | +99.7% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Corient Private Wealth LP | 12.01K | +133.0% | $525,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 11.36K | -69.9% | $496,982 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 8.60K | جديد | $376,161 | 0.0% | New | 1 | SEC ↗ |
| 51 | Citigroup Inc | 4.08K | -11.5% | $178,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Fifth Third Bancorp | 2.88K | -0.3% | $126,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.84K | +25.7% | $124,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.84K | +25.7% | $124,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 2.42K | +66.5% | $105,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | BlackRock ✦ (سلبي) | 410 | +101.0% | $17,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 292 | +35.2% | $12,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Allspring Global Investments… | 250 | جديد | $10,988 | 0.0% | New | 1 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 88 | جديد | $3,851 | 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 | $7.17M | 0.0% |
| Goldman Sachs Group | $376,161 | 0.0% |
| Allspring Global Investments… | $10,988 | 0.0% |
| Qube Research & Technologies… | $3,851 | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 251 المالكون, 13.00M الأسهم, $526.24M 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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