Запись по ценной бумаге · архивный квартал
HACK
ожидается загрузка профиля
55Отслеживаемые держатели
+1Δ держателей
3.71MАкций в держании
$390.11MОтчётная стоимость
+5Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.9% ·
поток акций +1.5% ·
новые чистые позиции +1.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +1 | 3.71M | $390.11M | +5 | −4 |
| Q1 2026 | 55 | +2 | 3.66M | $275.45M | +4 | −2 |
| Q4 2025 | 52 | +1 | 3.68M | $293.15M | +2 | −1 |
| Q3 2025 | 5 | 0 | 132.58K | $11.51M | +1 | −1 |
| Q2 2025 | 3 | -1 | 27.17K | $2.35M | +1 | −2 |
| Q1 2025 | 2 | 0 | 52.24K | $3.75M | — | — |
| Q4 2024 | 2 | 0 | 13.66K | $1.02M | +1 | −1 |
| Q3 2024 | 2 | +2 | 8.83K | $602,844 | +2 | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 702.33K | +3.1% | $73.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 376.35K | +5.5% | $39.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 305.49K | +14.5% | $32.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 305.49K | +14.5% | $32.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 212.09K | -5.6% | $22.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 212.09K | -5.6% | $22.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 212.09K | -5.6% | $22.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 212.09K | -5.6% | $22.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 212.09K | -5.6% | $22.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 196.83K | +0.2% | $21.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 194.94K | +8.2% | $20.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 194.94K | +8.2% | $20.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 194.94K | +8.2% | $20.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 185.33K | -10.6% | $19.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 167.97K | +2012.9% | $17.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 167.97K | +2012.9% | $17.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 167.97K | +2012.9% | $17.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 134.89K | +76.4% | $14.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 134.89K | +76.4% | $14.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 134.89K | +76.4% | $14.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 134.89K | +76.4% | $14.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 115.22K | -36.1% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 110.83K | +30.1% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 110.83K | +30.1% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 110.83K | +30.1% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 107.82K | -4.6% | $11.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 106.96K | -2.7% | $11.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 98.58K | +15.2% | $10.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 95.09K | +0.1% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Creative Planning | 91.00K | -7.6% | $9.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 74.74K | -2.8% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 46.09K | -38.2% | $4.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 46.09K | -38.2% | $4.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 44.34K | +1.3% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 44.34K | +1.3% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 44.34K | +1.3% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 44.11K | -10.9% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 30.63K | +45.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 28.45K | -8.5% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 25.87K | +5.8% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 22.47K | -0.1% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 22.47K | -0.1% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 19.68K | -7.9% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 18.38K | -7.1% | $1.93M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Captrust Financial Advisors | 18.28K | -2.3% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Lido Advisors, LLC | 15.52K | -5.7% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 13.97K | -90.3% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Focus Partners Wealth | 12.15K | -0.4% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mariner, LLC | 10.47K | +10.3% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | CIBC Bancorp USA Inc. | 10.09K | 0.0% | $1.06M | 0.0% | Held | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 9.44K | -0.5% | $990,291 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 9.44K | -0.5% | $990,291 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 9.44K | -0.5% | $990,291 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Hrt Financial Lp | 7.83K | Новый | $821,000 | 0.0% | New | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 6.76K | +173.7% | $693,410 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 6.76K | +173.7% | $693,410 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 6.76K | +173.7% | $693,410 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Barclays Plc | 5.65K | 0.0% | $592,435 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Cibc World Market Inc. | 5.50K | -2.2% | $576,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 5.25K | +33.9% | $551,247 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Simplex Trading, Llc | 4.40K | +2069.5% | $462,111 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 4.30K | 0.0% | $451,304 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 4.30K | 0.0% | $451,304 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 4.30K | 0.0% | $451,304 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Truist Financial Corp | 4.17K | +12.1% | $437,901 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Truist Financial Corp | 4.17K | +12.1% | $437,901 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Us Bancorp \De\ | 3.97K | +2.6% | $416,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Us Bancorp \De\ | 3.97K | +2.6% | $416,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 3.01K | +183.2% | $315,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 3.01K | +183.2% | $315,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Fifth Third Bancorp | 2.94K | 0.0% | $308,599 | 0.0% | Held | 2 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 2.38K | 0.0% | $250,186 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 2.35K | Новый | $246,198 | 0.0% | New | 1 | SEC ↗ |
| 74 | Allspring Global Investments… | 1.90K | Новый | $202,045 | 0.0% | New | 1 | SEC ↗ |
| 75 | Franklin Resources Inc | 1.59K | 0.0% | $166,904 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Belvedere Trading LLC | 1.38K | Новый | $145,013 | 0.0% | New | 1 | SEC ↗ |
| 77 | BlackRock ✦ (пассивный) | 713 | 0.0% | $74,789 | 0.0% | Held | 5 | SEC ↗ |
| 78 | BlackRock ✦ (пассивный) | 713 | 0.0% | $74,789 | 0.0% | Held | 5 | SEC ↗ |
| 79 | Assetmark, Inc | 428 | +93.7% | $44,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 412 | 0.0% | $43,231 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Walleye Trading LLC | 126 | -97.2% | $13,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Group One Trading Llc | 118 | Новый | $12,382 | 0.0% | New | 1 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 75 | -50.0% | $7,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $821,000 | 0.0% |
| Quantinno Capital Management… | $246,198 | 0.0% |
| Allspring Global Investments… | $202,045 | 0.0% |
| Belvedere Trading LLC | $145,013 | 0.0% |
| Group One Trading Llc | $12,382 | 0.0% |
Закрыто
| Citadel Advisors | $1.75M | составлял 0.0% |
| D. E. Shaw & Co. | $912,344 | составлял 0.0% |
| Qube Research & Technologies… | $316,504 | составлял 0.0% |
| Russell Investments Group… | $50,235 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 356 держатели, 6.60M акции, $472.87M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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