Scheda del titolo · trimestre archiviato
IAT
nome in attesa di acquisizione nel profilo
45Holder monitorati
+2Δ titolari
3.54MQuote detenute
$189.78MValore dichiarato
+6Nuove posizioni
−4Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +4.7% ·
flusso azionario +4.6% ·
nuove posizioni nette +4.4%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 3.72M | $231.30M | +5 | −5 |
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuovo | $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 | Nuovo | $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 | Nuovo | $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 ✦ (passivo) | 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 | Nuovo | $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 | Nuovo | $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 | Nuovo | $1,723 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| Point72 Asset Management | $791,347 | era 0.0% |
| Marshall Wace | $329,797 | era 0.0% |
| Mariner, LLC | $263,396 | era 0.0% |
| Qube Research & Technologies… | $2,758 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 165 detentori, 4.47M azioni, $232.93M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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