IBDZ
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +3.4% ·
pay akışı +30.0% ·
net yeni pozisyonlar +3.3%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 8.02M | $209.00M | +1 | −1 |
| Q1 2026 | 30 | +1 | 7.42M | $193.29M | +4 | −3 |
| Q4 2025 | 29 | +1 | 5.41M | $142.78M | +1 | — |
| Q3 2025 | 4 | +1 | 1.09M | $28.76M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,280 | — | −1 |
| Q1 2025 | 1 | 0 | 8.69K | $224,101 | — | — |
| Q4 2024 | 1 | +1 | 34.00K | $865,275 | +1 | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.50M | +16.4% | $39.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.21M | +14.1% | $31.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.21M | +14.1% | $31.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.21M | +14.1% | $31.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 701.47K | +4.6% | $18.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 701.47K | +4.6% | $18.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 625.18K | +220.2% | $16.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 625.18K | +220.2% | $16.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 504.18K | +1441.4% | $13.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 386.99K | +69.0% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 386.99K | +69.0% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 385.42K | +14.6% | $10.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 369.67K | +2.9% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 349.74K | +12.7% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 349.74K | +12.7% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 328.81K | +77.1% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 260.86K | +23.7% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 130.97K | +94.9% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 118.08K | +26.6% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 116.57K | +342.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 84.81K | +325.2% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 84.68K | +24.2% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 65.26K | +28.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 60.08K | Yeni | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 22.63K | +50.7% | $589,696 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 20.58K | +24.3% | $536,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 19.00K | +11.0% | $489,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 17.19K | Yeni | $448,076 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 14.20K | +91.5% | $369,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 13.16K | +2.0% | $342,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 10.48K | -10.2% | $273,106 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 9.06K | +5.1% | $235,999 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 5.57K | +93.2% | $145,037 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.00K | Yeni | $26,164 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 959 | Yeni | $24,992 | 0.0% | New | 1 | SEC ↗ |
| 36 | BlackRock ✦ (pasif) | 50 | 0.0% | $1,303 | 0.0% | Held | 4 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Susquehanna International… | $1.57M | 0.0% |
| Creative Planning | $448,076 | 0.0% |
| Fidelity (FMR) | $26,164 | 0.0% |
| Fifth Third Bancorp | $24,992 | 0.0% |
Çıkıldı
| Goldman Sachs Group | $1.33M | idi 0.0% |
| Jane Street Group, Llc | $1.16M | idi 0.0% |
| Citadel Advisors | $574,734 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 118 sahipler, 24.71M hisseler, $634.72M 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.