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HEDJ
الاسم في انتظار استيعاب الملف الشخصي
51الحاملون المتتبعون
-1Δ المساهمون
10.31Mالأسهم المحتفظ بها
$538.86Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.9% ·
تدفق الأسهم -3.3% ·
المراكز الجديدة الصافية -2.0%
· الصيغة
توزيع واسع: أسهم متراجعة وعدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 43.33K | $2.39M | n/a | −1 |
| Q2 2026 | 49 | 0 | 10.16M | $578.86M | +2 | −3 |
| Q1 2026 | 51 | -1 | 10.31M | $538.86M | +2 | −3 |
| Q4 2025 | 52 | 0 | 10.66M | $565.60M | n/a | n/a |
| Q3 2025 | 5 | 0 | 4.64M | $233.95M | n/a | n/a |
| Q2 2025 | 2 | 0 | 498.92K | $24.01M | n/a | n/a |
| Q1 2025 | 1 | 0 | 65.84K | $3.13M | n/a | n/a |
| Q4 2024 | 1 | 0 | 33.20K | $1.45M | n/a | n/a |
| Q3 2024 | 1 | 0 | 44.31K | $1.99M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.62K | $344,591 | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 1.35M | -0.2% | $70.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.24M | -2.6% | $65.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 827.24K | +1.2% | $43.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 532.07K | -3.3% | $27.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Fidelity (FMR) ✦ | 448.10K | +0.3% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 9 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Rockefeller Capital Management L.P. | 405.20K | +0.5% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 341.61K | -2.6% | $17.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 111.79K | +9.4% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 94.79K | +13.3% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 80.99K | +8.1% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 58.55K | +7.0% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 59.06K | -6.9% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Citadel Advisors ✦ | 57.36K | -19.1% | $3.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 56.47K | -0.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | National Bank Of Canada /Fi/ | 55.40K | +3.8% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 53.46K | -3.8% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Allianz Asset Management GmbH | 52.08K | +114.2% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 50.70K | -51.0% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 43.95K | -37.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 44.25K | +154.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 43.98K | +2.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 42.31K | -14.2% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 34.47K | -6.9% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 32.54K | -50.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 29.14K | -7.0% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 29.02K | -18.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 26.47K | +454.6% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 26.40K | +1.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | HighTower Advisors, LLC | 22.09K | +3.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 17.70K | 0.0% | $925,710 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 14.94K | 0.0% | $781,566 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 13.61K | +10.1% | $711,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 13.54K | -1.5% | $708,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 10.58K | 0.0% | $553,462 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.17K | جديد | $427,071 | 0.0% | New | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 6.83K | -15.7% | $360,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 5.80K | جديد | $303,276 | 0.0% | New | 1 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 5.37K | +12.8% | $280,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 4.99K | +4.2% | $260,820 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Brown Advisory Inc | 4.49K | +6.3% | $234,722 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Captrust Financial Advisors | 4.10K | -3.1% | $214,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 2.91K | -45.3% | $152,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 2.57K | +6.6% | $134,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 2.01K | -30.9% | $105,332 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 336 | -74.7% | $17,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 177 | -55.0% | $9,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 1 | 0.0% | $30 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Mercer Global Advisors Inc… | $427,071 | 0.0% |
| Mariner, LLC | $303,276 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $9.47M | كان 0.0% |
| Northern Trust Corp | $1.08M | كان 0.0% |
| Hrt Financial Lp | $259,000 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 219 المالكون, 13.94M الأسهم, $711.70M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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: Q1 2026 ·
المنهجية ·
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