HEEM
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +4.5% ·
aliran saham +14.1% ·
posisi baru bersih +4.3%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 2.24M | $100.25M | +2 | −2 |
| Q1 2026 | 23 | +1 | 2.15M | $79.47M | +3 | −2 |
| Q4 2025 | 22 | 0 | 1.89M | $65.58M | n/a | n/a |
| Q3 2025 | 3 | +1 | 364.38K | $12.26M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.34K | $40,258 | n/a | −1 |
| Q1 2025 | 1 | +1 | 95.87K | $2.69M | +1 | n/a |
| Q3 2024 | 1 | 0 | 161.59K | $4.59M | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.84K | $618,937 | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 448.14K | +11.1% | $16.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 412.30K | +14.8% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 361.13K | +2.9% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Pictet Asset Management Holding SA | 265.51K | -24.6% | $9.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 134.42K | +370.5% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 116.42K | +0.5% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 105.64K | Baru | $3.90M | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 96.29K | +33.0% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 67.70K | +22.5% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 40.92K | +63.8% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 32.46K | Baru | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 12 | UBS Group AG | 26.89K | -6.2% | $992,779 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 9.98K | -5.7% | $368,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.10K | -70.0% | $335,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 8.91K | 0.0% | $329,105 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Blair William & Co/Il | 6.88K | 0.0% | $254,010 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.55K | 0.0% | $168,000 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | 0.0% | $110,760 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.25K | +2.7% | $46,016 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 550 | Baru | $20,306 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 303 | 0.0% | $11,187 | 0.0% | Held | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 212 | 0.0% | $7,827 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 128 | 0.0% | $4,589 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Truist Financial Corp | $3.90M | 0.0% |
| Susquehanna International… | $1.20M | 0.0% |
| Northwestern Mutual Wealth… | $20,306 | 0.0% |
Telah keluar
| Mml Investors Services, Llc | $530,185 | adalah 0.0% |
| Citadel Advisors | $475,030 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 45 pemegang, 3.78M saham, $139.05M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.