سجل الورقة المالية
HEWJ
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
+4Δ المساهمون
5.23Mالأسهم المحتفظ بها
$337.12Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +11.1% ·
تدفق الأسهم +12.9% ·
المراكز الجديدة الصافية +10.0%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +4 | 5.23M | $337.12M | +5 | −1 |
| Q1 2026 | 37 | +3 | 4.63M | $259.81M | +5 | −2 |
| Q4 2025 | 34 | +1 | 5.32M | $280.12M | +1 | — |
| Q3 2025 | 5 | 0 | 2.85M | $140.27M | — | — |
| Q2 2025 | 2 | -1 | 2.37M | $106.24M | — | −1 |
| Q1 2025 | 1 | 0 | 38.49K | $1.61M | — | — |
| Q4 2024 | 1 | +1 | 72.80K | $3.10M | +1 | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (سلبي) | 881.35K | +0.1% | $56.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (سلبي) | 881.35K | +0.1% | $56.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 468.05K | -10.9% | $30.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 468.05K | -10.9% | $30.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 125.35K | جديد | $8.09M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 95.80K | -6.3% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 91.58K | -0.2% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | LPL Financial LLC | 43.04K | +2.6% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 36.28K | +18.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 36.28K | +18.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 34.19K | -5.2% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 31.21K | جديد | $2.01M | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 28.43K | +2.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 28.43K | +2.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 20.70K | جديد | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 15.76K | -81.5% | $1.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Cetera Investment Advisers | 14.02K | جديد | $904,635 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cibc World Market Inc. | 12.07K | 0.0% | $778,627 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 11.63K | 0.0% | $750,432 | 0.0% | Held | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 11.34K | -6.0% | $731,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 10.59K | 0.0% | $683,188 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 10.59K | 0.0% | $683,188 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 10.16K | +20.9% | $655,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 9.14K | +159.4% | $589,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 8.31K | -0.6% | $536,092 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 7.42K | 0.0% | $478,674 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 6.66K | -43.1% | $429,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 5.01K | -33.9% | $323,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 4.67K | +11.4% | $301,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Raymond James Financial Inc | 4.67K | +11.4% | $301,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 4.31K | +5.9% | $278,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 3.02K | -14.1% | $194,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.32K | -3.9% | $150,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.32K | -3.9% | $150,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Franklin Resources Inc | 2.20K | 0.0% | $141,944 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 2.20K | +468.0% | $141,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 2.00K | +0.3% | $128,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 1.82K | 0.0% | $117,500 | 0.0% | Held | 5 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 1.70K | جديد | $109,490 | 0.0% | New | 1 | SEC ↗ |
| 56 | Barclays Plc | 681 | 0.0% | $43,938 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 637 | 0.0% | $41,099 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 637 | 0.0% | $41,099 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Blair William & Co/Il | 200 | 0.0% | $12,904 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| TD Waterhouse Canada Inc. | $8.09M | 0.0% |
| Citadel Advisors | $2.01M | 0.0% |
| Lido Advisors, LLC | $1.34M | 0.0% |
| Cetera Investment Advisers | $904,635 | 0.0% |
| Mirae Asset Global… | $109,490 | 0.0% |
تم الخروج
| Hrt Financial Lp | $304,000 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 82 المالكون, 5.87M الأسهم, $327.91M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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