HEGD
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -5.9% ·
aliran saham +17.3% ·
posisi baru bersih -6.2%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit 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 | 19 | +4 | 3.42M | $91.27M | +5 | −1 |
| Q1 2026 | 16 | -1 | 7.75M | $191.47M | +2 | −3 |
| Q4 2025 | 17 | -1 | 6.61M | $166.64M | — | −1 |
| Q3 2025 | 2 | +1 | 16.66K | $415,216 | +1 | — |
| Q2 2024 | 1 | — | 20.76K | $441,501 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.59M | +17.9% | $113.29M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.41M | +10.5% | $34.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 856.69K | +509.1% | $21.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 457.15K | +12.8% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 457.15K | +12.8% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 134.85K | +14.3% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 88.30K | +15.9% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 76.11K | -0.1% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 35.28K | -4.1% | $871,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 26.09K | Baru | $644,307 | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 19.57K | Baru | $483,428 | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 14.61K | +4.5% | $360,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 14.25K | 0.0% | $351,950 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.91K | +6.0% | $343,567 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.91K | +6.0% | $343,567 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 13.47K | +36.7% | $334,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 1.88K | -1.4% | $46,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 481 | -3.6% | $11,764 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Cetera Investment Advisers | $644,307 | 0.0% |
| Bank Of America Corp /De/ | $483,428 | 0.0% |
Telah keluar
| Franklin Resources Inc | $12.95M | adalah 0.0% |
| Wells Fargo & Company/Mn | $471,881 | adalah 0.0% |
| UBS Group AG | $30,454 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 78 pemegang, 21.53M saham, $511.69M 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 efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.