HTD
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +7.7% ·
flux d'actions +2.6% ·
nouvelles positions nettes +7.1%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 819.90K | +5.6% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 819.90K | +5.6% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 545.91K | +10.7% | $13.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 374.65K | +0.6% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 369.67K | -21.4% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 369.67K | -21.4% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 357.83K | +4.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 357.83K | +4.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 314.63K | -0.1% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 314.63K | -0.1% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 273.08K | +3.9% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 233.07K | +4.0% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 158.72K | -12.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 158.72K | -12.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 156.60K | +3.1% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 152.79K | +31.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 152.79K | +31.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 128.74K | +1.0% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 35.44K | +41.2% | $903,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 32.43K | +2.1% | $839,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 28.72K | -2.5% | $732,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 26.31K | +7.3% | $670,652 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 24.93K | Nouveau | $635,395 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 15.20K | +11.0% | $387,318 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 12.67K | 0.0% | $322,882 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 10.00K | +9515.4% | $254,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 9.71K | Nouveau | $247,551 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 8.74K | Nouveau | $222,706 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.44K | +41.4% | $87,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.20K | 0.0% | $81,568 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 682 | -44.2% | $17,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 42 | 0.0% | $1,083 | 0.0% | Held | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Cerity Partners LLC | $635,395 | 0.0% |
| HighTower Advisors, LLC | $247,551 | 0.0% |
| Creative Planning | $222,706 | 0.0% |
Sorti(e)
| Jones Financial Companies Lllp | $53,132 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 91 détenteurs, 5.90M actions, $143.67M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.