HEDJ
ожидается загрузка профиля
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -1.6% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 0 | 10.14M | $577.59M | +2 | −2 |
| Q1 2026 | 51 | -1 | 10.31M | $538.86M | +2 | −3 |
| Q4 2025 | 52 | 0 | 10.66M | $565.60M | — | — |
| Q3 2025 | 5 | 0 | 4.64M | $233.95M | — | — |
| Q2 2025 | 2 | 0 | 498.92K | $24.01M | — | — |
| Q1 2025 | 1 | 0 | 65.84K | $3.13M | — | — |
| Q4 2024 | 1 | 0 | 33.20K | $1.45M | — | — |
| Q3 2024 | 1 | 0 | 44.31K | $1.99M | — | — |
| Q2 2024 | 1 | — | 7.62K | $344,591 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 2.44M | -4.9% | $139.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 2.44M | -4.9% | $139.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 2.44M | -4.9% | $139.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 2.44M | -4.9% | $139.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.34M | -0.7% | $76.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.34M | -0.7% | $76.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.34M | -0.7% | $76.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.27M | +1.7% | $72.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.27M | +1.7% | $72.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.27M | +1.7% | $72.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | UBS Group AG | 831.14K | +0.5% | $47.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 831.14K | +0.5% | $47.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 831.14K | +0.5% | $47.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 530.85K | -0.2% | $30.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 492.91K | +0.6% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 492.91K | +0.6% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 492.91K | +0.6% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 492.91K | +0.6% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 447.54K | -0.1% | $25.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 447.54K | -0.1% | $25.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 447.54K | -0.1% | $25.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 421.77K | -2.1% | $24.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 421.77K | -2.1% | $24.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 421.77K | -2.1% | $24.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 421.77K | -2.1% | $24.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 413.71K | +2.1% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 413.71K | +2.1% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 395.63K | -10.6% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 340.76K | -0.2% | $19.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Raymond James Financial Inc | 340.76K | -0.2% | $19.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Raymond James Financial Inc | 340.76K | -0.2% | $19.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 93.31K | -1.6% | $5.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 84.50K | +4.3% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 79.23K | -29.1% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 63.17K | +11.9% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 63.17K | +11.9% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 63.17K | +11.9% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Truist Financial Corp | 60.67K | +3.6% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 59.90K | +1.4% | $3.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 59.90K | +1.4% | $3.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 59.90K | +1.4% | $3.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 55.51K | +0.2% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 53.52K | -6.7% | $3.05M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 50 | Corient Private Wealth LP | 49.95K | -1.5% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Jane Street Group, Llc | 48.09K | Новый | $2.74M | 0.0% | New | 1 | SEC ↗ |
| 52 | Allianz Asset Management GmbH | 52.08K | 0.0% | $2.72M | 0.0% | Held | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 44.62K | -16.5% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Creative Planning | 44.04K | +0.1% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Creative Planning | 44.04K | +0.1% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 43.41K | +2.6% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 42.85K | -2.5% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fifth Third Bancorp | 40.27K | -9.0% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Commonwealth Equity Services, Llc | 34.65K | +0.5% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 32.54K | 0.0% | $1.85M | 0.0% | Held | 3 | SEC ↗ |
| 61 | Cerity Partners LLC | 28.04K | -3.4% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Cerity Partners LLC | 28.04K | -3.4% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Cerity Partners LLC | 28.04K | -3.4% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Cetera Investment Advisers | 27.55K | -5.5% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 26.26K | -0.8% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Stifel Financial Corp | 23.48K | -11.1% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Stifel Financial Corp | 23.48K | -11.1% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | HighTower Advisors, LLC | 22.53K | +2.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 17.70K | 0.0% | $1.01M | 0.0% | Held | 3 | SEC ↗ |
| 70 | Lido Advisors, LLC | 14.88K | -0.5% | $847,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Citigroup Inc | 13.05K | -3.6% | $743,964 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mml Investors Services, Llc | 11.47K | -15.7% | $653,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Focus Partners Wealth | 10.79K | +1.9% | $614,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Hrt Financial Lp | 6.51K | Новый | $371,000 | 0.0% | New | 1 | SEC ↗ |
| 75 | Mariner, LLC | 5.58K | -3.7% | $318,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 5.37K | 0.0% | $305,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 5.00K | +0.3% | $285,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Bank Of Montreal /Can/ | 5.00K | +0.3% | $285,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Brown Advisory Inc | 4.56K | +1.6% | $259,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Brown Advisory Inc | 4.56K | +1.6% | $259,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | TD Waterhouse Canada Inc. | 3.60K | -47.3% | $202,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Blair William & Co/Il | 2.86K | -1.5% | $163,227 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Franklin Resources Inc | 2.01K | 0.0% | $114,798 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Franklin Resources Inc | 2.01K | 0.0% | $114,798 | 0.0% | Held | 3 | SEC ↗ |
| 85 | Qube Research & Technologies Ltd | 583 | +73.5% | $33,231 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Assetmark, Inc | 177 | 0.0% | $10,089 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 1 | 0.0% | $33 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Jane Street Group, Llc | $2.74M | 0.0% |
| Hrt Financial Lp | $371,000 | 0.0% |
Закрыто
| Mercer Global Advisors Inc… | $427,071 | составлял 0.0% |
| Captrust Financial Advisors | $214,314 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 219 держатели, 13.94M акции, $711.70M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.