Catatan efek · kuartal yang diarsipkan
IBDY
nama menunggu ingest profil
33Pemegang yang dilacak
+6Δ pemegang
11.50MSaham yang dipegang
$297.19MNilai yang dilaporkan
+7Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +22.2% ·
aliran saham +18.9% ·
posisi baru bersih +18.2%
· 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 | 1 | 0 | 150.34K | $3.69M | n/a | n/a |
| 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 | n/a |
| Q2 2025 | 1 | -1 | 49 | $1,269 | n/a | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | n/a |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | n/a | n/a |
| Q2 2024 | 1 | n/a | 42.14K | $1.06M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.26M | +13.6% | $58.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.93M | +8.1% | $49.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 804.02K | +4.8% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 668.87K | +12.7% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 645.51K | -12.4% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 623.05K | +15.6% | $16.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 556.38K | +15.2% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 534.16K | +7.0% | $13.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 508.73K | +1.4% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 423.19K | +8.8% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 362.79K | +249.3% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 333.59K | Baru | $8.62M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mariner, LLC | 296.46K | +2.9% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 275.59K | Baru | $7.12M | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 271.15K | +9.9% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 234.10K | +2.5% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 134.07K | +85.0% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 128.22K | -6.9% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 113.86K | +28.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 89.74K | +32.9% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 89.44K | Baru | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 43.08K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 39.19K | -21.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 31.71K | +103.8% | $819,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 28.81K | Baru | $740,603 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Creative Planning | 16.81K | Baru | $434,513 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 11.62K | Baru | $300,248 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 10.26K | Baru | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 9.50K | +29.0% | $243,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 8.79K | +4.2% | $227,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 8.74K | +73.0% | $225,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.15K | -11.1% | $29,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (pasif) | 50 | 0.0% | $1,293 | 0.0% | Held | 4 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Jane Street Group, Llc | $8.62M | 0.0% |
| Susquehanna International… | $7.12M | 0.0% |
| Citadel Advisors | $2.31M | 0.0% |
| JPMorgan Chase | $740,603 | 0.0% |
| Creative Planning | $434,513 | 0.0% |
| Fifth Third Bancorp | $300,248 | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
Telah keluar
| Barclays Plc | $497,157 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 159 pemegang, 27.04M saham, $684.99M 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