Catatan efek · kuartal yang diarsipkan
IAT
nama menunggu ingest profil
45Pemegang yang dilacak
+2Δ pemegang
3.54MSaham yang dipegang
$189.78MNilai yang dilaporkan
+6Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.7% ·
aliran saham +4.6% ·
posisi baru bersih +4.4%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 24.43K | $1.40M | n/a | n/a |
| 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 | n/a | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | n/a |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | n/a | 78.84K | $3.27M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 521.17K | +23.0% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 514.39K | +6.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 244.32K | +2.0% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Lido Advisors, LLC | 190.94K | Baru | $10.28M | 0.0% | New | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 143.58K | +29.5% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Us Bancorp \De\ | 134.59K | +4.1% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 116.35K | -17.4% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 112.69K | +0.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 107.38K | +7.3% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 82.49K | +2.8% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 71.28K | -26.1% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 56.10K | -19.8% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 48.91K | -1.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Susquehanna International Group, Llp | 35.42K | -13.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 30.98K | -7.4% | $1.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 27.69K | -67.9% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 22.30K | +142.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 21.15K | -2.8% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 20.34K | -3.7% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 19.00K | -28.7% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 17.02K | +8.1% | $916,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 13.80K | -3.2% | $742,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 10.09K | +71.8% | $543,482 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 9.73K | Baru | $523,809 | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 9.07K | -12.4% | $488,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 7.39K | -48.4% | $397,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 7.02K | Baru | $377,795 | 0.0% | New | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 6.93K | -9.9% | $373,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cibc World Market Inc. | 3.86K | -16.1% | $207,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | National Bank Of Canada /Fi/ | 2.15K | 0.0% | $115,778 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.87K | -48.7% | $100,745 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 37 | Blair William & Co/Il | 1.57K | -74.4% | $84,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | BlackRock ✦ (pasif) | 1.13K | +88.7% | $60,947 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 532 | 0.0% | $28,643 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Group One Trading Llc | 457 | Baru | $24,605 | 0.0% | New | 1 | SEC ↗ |
| 41 | Citigroup Inc | 250 | -61.1% | $13,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 174 | Baru | $9,478 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 55 | -99.9% | $2,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 32 | 0.0% | $1,723 | 0.0% | Held | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 32 | Baru | $1,723 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Point72 Asset Management | $791,347 | adalah 0.0% |
| Marshall Wace | $329,797 | adalah 0.0% |
| Mariner, LLC | $263,396 | adalah 0.0% |
| Qube Research & Technologies… | $2,758 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 165 pemegang, 4.47M saham, $232.93M 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API