Catatan efek
IBDX
nama menunggu ingest profil
36Pemegang yang dilacak
-2Δ pemegang
17.82MSaham yang dipegang
$448.85MNilai yang dilaporkan
+0Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.3% ·
aliran saham +4.8% ·
posisi baru bersih -5.6%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit 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 | 36 | -2 | 17.82M | $448.85M | — | −2 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | — |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | — | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | — | — |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | — | — |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | — | — |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | — | — |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | — | — |
| Q2 2024 | 1 | — | 49.46K | $1.21M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.09M | +9.7% | $77.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.09M | +9.7% | $77.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.59M | -10.8% | $65.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.57M | +5.0% | $64.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.57M | +5.0% | $64.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.57M | +5.0% | $64.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.35M | +32.2% | $33.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.35M | +32.2% | $33.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.35M | +32.2% | $33.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 1.21M | +3.2% | $30.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.21M | +3.2% | $30.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.16M | +60.2% | $29.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.16M | +60.2% | $29.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.16M | +60.2% | $29.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 943.45K | -6.5% | $23.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 943.45K | -6.5% | $23.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 908.16K | +4.6% | $22.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 908.16K | +4.6% | $22.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 860.42K | +0.8% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 563.92K | +10.6% | $14.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 528.25K | +3.5% | $13.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 527.54K | +1.5% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 245.64K | +1.9% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 193.62K | +6.1% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 181.41K | +7.6% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 164.66K | +39.1% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Neuberger Berman Group LLC | 141.34K | 0.0% | $3.56M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 126.16K | +38.6% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 100.10K | +36.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 80.98K | +13.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 80.98K | +13.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 80.98K | +13.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 40.50K | +337.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 37.66K | -79.8% | $948,781 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 29.38K | +3.5% | $740,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 25.62K | -6.2% | $645,328 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 24.95K | +5.3% | $628,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 22.34K | +3.7% | $562,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Focus Partners Wealth | 21.98K | +20.2% | $553,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 21.61K | +28.7% | $545,346 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 14.60K | +359.5% | $368,575 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 14.60K | +359.5% | $368,575 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 13.37K | +147.6% | $336,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 13.37K | +147.6% | $336,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 12.38K | -0.8% | $311,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 12.38K | -0.8% | $311,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 11.88K | +18.1% | $299,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 11.51K | -63.0% | $290,038 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Barclays Plc | 805 | 0.0% | $20,278 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 596 | +1.2% | $15,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | BlackRock ✦ (pasif) | 51 | 0.0% | $1,285 | 0.0% | Held | 5 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Goldman Sachs Group | $2.42M | adalah 0.0% |
| Mariner, LLC | $1.98M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 219 pemegang, 50.27M saham, $1.25B 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