HTD
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +8.0% ·
pay akışı +1.3% ·
net yeni pozisyonlar +7.4%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 4.58M | $116.68M | +3 | −1 |
| Q1 2026 | 27 | +2 | 4.46M | $110.56M | +3 | −1 |
| Q4 2025 | 25 | 0 | 4.41M | $104.24M | — | — |
| Q3 2025 | 2 | — | 415.80K | $10.31M | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 776.44K | +1.2% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 776.44K | +1.2% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Captrust Financial Advisors | 493.00K | +6.6% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 482.30K | +0.2% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 482.30K | +0.2% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 482.30K | +0.2% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 470.49K | -5.1% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 470.49K | -5.1% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 372.41K | +0.9% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 341.09K | +8.0% | $8.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 341.09K | +8.0% | $8.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 314.86K | +10.8% | $7.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 314.86K | +10.8% | $7.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 262.79K | -4.6% | $6.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 224.19K | +11.5% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 181.69K | -4.3% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 181.69K | -4.3% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | First Trust Advisors Lp | 151.81K | +6.2% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 127.46K | +1.9% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 116.57K | -12.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 116.57K | -12.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 31.77K | -24.9% | $791,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 29.44K | -10.6% | $729,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 25.10K | +26.5% | $621,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 24.52K | +5.1% | $607,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 13.69K | +16.6% | $339,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 12.67K | 0.0% | $313,762 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 3.20K | Yeni | $79,264 | 0.0% | New | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 2.43K | -1.8% | $60,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.15K | Yeni | $53,132 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.22K | -19.9% | $30,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 888 | -69.2% | $21,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 888 | -69.2% | $21,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 855 | +71.0% | $21,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 104 | Yeni | $2,576 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 42 | 0.0% | $1,038 | 0.0% | Held | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Fifth Third Bancorp | $79,264 | 0.0% |
| Jones Financial Companies Lllp | $53,132 | 0.0% |
| Northwestern Mutual Wealth… | $2,576 | 0.0% |
Çıkıldı
| Jane Street Group, Llc | $278,005 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 91 sahipler, 5.90M hisseler, $143.67M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.