سجل الورقة المالية · ربع مؤرشف
IAT
الاسم في انتظار استيعاب الملف الشخصي
45الحاملون المتتبعون
+2Δ المساهمون
3.54Mالأسهم المحتفظ بها
$189.78Mالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.7% ·
تدفق الأسهم +4.6% ·
المراكز الجديدة الصافية +4.4%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +1 | 3.72M | $231.73M | +5 | −4 |
| Q1 2026 | 45 | +2 | 3.54M | $189.78M | +6 | −4 |
| Q4 2025 | 43 | +3 | 3.38M | $186.67M | +4 | −1 |
| Q3 2025 | 7 | 0 | 1.45M | $76.04M | +1 | −1 |
| Q2 2025 | 4 | -1 | 170.15K | $8.43M | — | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | — |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | — | 78.84K | $3.27M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 521.17K | +23.0% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 521.17K | +23.0% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 514.39K | +6.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 514.39K | +6.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 244.32K | +2.0% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 190.94K | جديد | $10.28M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 143.58K | +29.5% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 143.58K | +29.5% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 134.59K | +4.1% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 134.59K | +4.1% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 116.35K | -17.4% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 112.69K | +0.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 112.69K | +0.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 107.38K | +7.3% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 82.49K | +2.8% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 71.28K | -26.1% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 56.10K | -19.8% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 48.91K | -1.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 48.91K | -1.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 35.42K | -13.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 35.42K | -13.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 30.98K | -7.4% | $1.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 27.69K | -67.9% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 22.30K | +142.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 21.15K | -2.8% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 20.34K | -3.7% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 19.00K | -28.7% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 17.02K | +8.1% | $916,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 13.80K | -3.2% | $742,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 10.09K | +71.8% | $543,482 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 9.73K | جديد | $523,809 | 0.0% | New | 1 | SEC ↗ |
| 48 | Creative Planning | 9.07K | -12.4% | $488,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 7.39K | -48.4% | $397,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Jane Street Group, Llc | 7.02K | جديد | $377,795 | 0.0% | New | 1 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 6.93K | -9.9% | $373,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cibc World Market Inc. | 3.86K | -16.1% | $207,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 2.15K | 0.0% | $115,778 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 1.87K | -48.7% | $100,745 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 1.87K | -48.7% | $100,745 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Blair William & Co/Il | 1.57K | -74.4% | $84,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | BlackRock ✦ (سلبي) | 1.13K | +88.7% | $60,947 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 532 | 0.0% | $28,643 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Group One Trading Llc | 457 | جديد | $24,605 | 0.0% | New | 1 | SEC ↗ |
| 63 | Citigroup Inc | 250 | -61.1% | $13,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 174 | جديد | $9,478 | 0.0% | New | 1 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 55 | -99.9% | $2,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 32 | جديد | $1,723 | 0.0% | New | 1 | SEC ↗ |
| 67 | Assetmark, Inc | 32 | 0.0% | $1,723 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Lido Advisors, LLC | $10.28M | 0.0% |
| Fifth Third Bancorp | $523,809 | 0.0% |
| Jane Street Group, Llc | $377,795 | 0.0% |
| Group One Trading Llc | $24,605 | 0.0% |
| TD Waterhouse Canada Inc. | $9,478 | 0.0% |
| UBS AM, a distinct business… | $1,723 | 0.0% |
تم الخروج
| Point72 Asset Management | $791,347 | كان 0.0% |
| Marshall Wace | $329,797 | كان 0.0% |
| Mariner, LLC | $263,396 | كان 0.0% |
| Qube Research & Technologies… | $2,758 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 165 المالكون, 4.47M الأسهم, $232.93M 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: Q1 2026 ·
المنهجية ·
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