Catatan efek
HTD
nama menunggu ingest profil
28Pemegang yang dilacak
+2Δ pemegang
4.58MSaham yang dipegang
$116.68MNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.7% ·
aliran saham +2.6% ·
posisi baru bersih +7.1%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $247,551 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 8.74K | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Cerity Partners LLC | $635,395 | 0.0% |
| HighTower Advisors, LLC | $247,551 | 0.0% |
| Creative Planning | $222,706 | 0.0% |
Telah keluar
| Jones Financial Companies Lllp | $53,132 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 91 pemegang, 5.90M saham, $143.67M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API