IBDY
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -6.9% ·
pay akışı +1.0% ·
net yeni pozisyonlar -7.4%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 12.09M | $311.22M | +2 | −1 |
| Q1 2026 | 33 | +6 | 11.50M | $297.19M | +7 | −1 |
| Q4 2025 | 27 | -2 | 9.67M | $252.84M | +1 | −3 |
| Q3 2025 | 5 | +1 | 1.90M | $49.80M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,269 | — | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | — |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | — | — |
| Q2 2024 | 1 | — | 42.14K | $1.06M | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.99M | +31.7% | $52.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.99M | +31.7% | $52.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.79M | — | $46.75M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.79M | — | $46.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.79M | — | $46.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Us Bancorp \De\ | 766.84K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Us Bancorp \De\ | 766.84K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 736.84K | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 736.84K | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 593.67K | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 593.67K | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 593.67K | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 539.17K | — | $14.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 501.71K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 499.45K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 499.45K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 483.08K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 483.08K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 388.77K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 288.26K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 288.26K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 288.26K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 246.63K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 246.63K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 228.36K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 137.76K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | LPL Financial LLC | 103.87K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 88.48K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 72.46K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 67.55K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 49.63K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 42.90K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Barclays Plc | 19.02K | — | $497,157 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 15.56K | — | $406,836 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 15.56K | — | $406,836 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 8.44K | — | $220,586 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 7.36K | — | $192,443 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 5.05K | — | $131,981 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.29K | Yeni | $33,803 | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (pasif) | 50 | 0.0% | $1,307 | 0.0% | Held | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Fidelity (FMR) | $33,803 | 0.0% |
Çıkıldı
| JPMorgan Chase | $5.75M | idi 0.0% |
| Citadel Advisors | $3.61M | idi 0.0% |
| Goldman Sachs Group | $761,168 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 159 sahipler, 27.04M hisseler, $684.99M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.