IBDX
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता -5.9% ·
शेयर प्रवाह +0.1% ·
नई शुद्ध पोजीशन -6.2%
· सूत्र
केंद्रित संचय: कम धारकों में बढ़ती हिस्सेदारी
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q4 2025
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 135.49K | $3.27M | n/a | n/a |
| Q2 2026 | 36 | -2 | 17.82M | $448.85M | n/a | −2 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | n/a |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | n/a | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | n/a | n/a |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | n/a | n/a |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | n/a | n/a |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | n/a | n/a |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | n/a | n/a |
| Q2 2024 | 1 | n/a | 49.46K | $1.21M | n/a | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.03M | n/a | $77.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.60M | +17.5% | $66.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.32M | n/a | $59.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.78M | n/a | $45.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 990.74K | n/a | $25.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 964.55K | n/a | $24.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 833.40K | n/a | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 766.03K | n/a | $19.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 601.76K | n/a | $15.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 570.01K | n/a | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 513.14K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 368.07K | n/a | $9.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 176.10K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 142.59K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 136.58K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 100.54K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 95.53K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 94.47K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 77.89K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 76.96K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 68.16K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 65.85K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 56.58K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 26.96K | n/a | $688,221 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 18.30K | n/a | $467,123 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 13.46K | n/a | $343,583 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 12.31K | n/a | $314,198 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 11.28K | n/a | $287,970 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 5.40K | n/a | $137,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank Of Montreal /Can/ | 584 | n/a | $14,911 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 101 | -99.9% | $2,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (निष्क्रिय) | 51 | 0.0% | $1,302 | 0.0% | Held | 3 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| इस तिमाही कोई नया ट्रैक किया गया खरीदार नहीं। |
बाहर निकला
| Citadel Advisors | $5.86M | था 0.0% |
| Goldman Sachs Group | $1.13M | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 219 धारक, 50.27M शेयर, $1.25B रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।