Catatan efek · kuartal yang diarsipkan
IBMQ
nama menunggu ingest profil
35Pemegang yang dilacak
+2Δ pemegang
10.11MSaham yang dipegang
$258.17MNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.1% ·
aliran saham -8.7% ·
posisi baru bersih +5.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +2 | 10.37M | $265.20M | +2 | — |
| Q1 2026 | 35 | +2 | 10.11M | $258.17M | +3 | −1 |
| Q4 2025 | 33 | 0 | 11.07M | $283.16M | — | — |
| Q3 2025 | 5 | +1 | 405.41K | $10.39M | +1 | — |
| Q2 2025 | 2 | -1 | 2.19K | $55,725 | — | −1 |
| Q1 2025 | 1 | +1 | 22.22K | $561,919 | +1 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.40M | +5.5% | $61.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.40M | +5.5% | $61.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.40M | +5.5% | $61.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.06M | -47.3% | $52.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 805.55K | +5.0% | $20.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 723.00K | -6.3% | $18.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 723.00K | -6.3% | $18.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Lido Advisors, LLC | 559.02K | +153.3% | $14.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 530.44K | -0.5% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 530.44K | -0.5% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 425.66K | +44.5% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 396.43K | +12.1% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 298.68K | +2.0% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 266.53K | -39.2% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 266.53K | -39.2% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 224.33K | +5.0% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 186.97K | +20.3% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 186.97K | +20.3% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 181.49K | Baru | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 126.77K | +0.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 126.77K | +0.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 99.02K | +3.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 94.37K | +48.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 91.87K | Baru | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 91.87K | Baru | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 88.36K | +138.3% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 84.31K | -19.5% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 75.00K | +15.7% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 72.55K | -5.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 45.08K | 0.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 45.08K | 0.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 43.22K | +4.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Financial Engines Advisors L.L.C. | 42.84K | -3.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 35.00K | 0.0% | $893,550 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Creative Planning | 30.81K | +74.7% | $786,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 27.41K | +29.4% | $699,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 27.41K | +29.4% | $699,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 23.17K | +11.0% | $591,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 22.98K | +53.1% | $586,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 21.48K | +11.7% | $548,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 18.09K | +46.3% | $461,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 13.53K | Baru | $345,497 | 0.0% | New | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.51K | +0.1% | $38,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.31K | -33.1% | $33,526 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | BlackRock ✦ (pasif) | 150 | 0.0% | $3,830 | 0.0% | Held | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Envestnet Asset Management Inc | $4.63M | 0.0% |
| JPMorgan Chase | $2.34M | 0.0% |
| JPMorgan Chase | $2.34M | 0.0% |
| Fifth Third Bancorp | $345,497 | 0.0% |
Telah keluar
| Goldman Sachs Group | $213,756 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 184 pemegang, 20.58M saham, $510.35M 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API