سجل الورقة المالية · ربع مؤرشف
IBTH
الاسم في انتظار استيعاب الملف الشخصي
43الحاملون المتتبعون
+4Δ المساهمون
27.27Mالأسهم المحتفظ بها
$611.75Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +10.3% ·
تدفق الأسهم +13.2% ·
المراكز الجديدة الصافية +9.3%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -2 | 27.75M | $620.68M | — | −2 |
| Q1 2026 | 43 | +4 | 27.27M | $611.75M | +4 | — |
| Q4 2025 | 39 | -2 | 24.10M | $541.46M | — | −2 |
| Q3 2025 | 6 | +2 | 3.74M | $84.33M | +2 | — |
| Q2 2025 | 2 | 0 | 332.76K | $7.48M | — | — |
| Q1 2025 | 1 | +1 | 225.29K | $5.05M | +1 | — |
| Q3 2024 | 1 | +1 | 58.73K | $1.33M | +1 | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.77M | +7.0% | $84.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.71M | +2.9% | $83.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.71M | +2.9% | $83.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.49M | -1.0% | $55.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.49M | -1.0% | $55.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 2.47M | +8.3% | $55.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 1.90M | +198.0% | $42.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.87M | +8.1% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 1.81M | +3.7% | $40.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 1.70M | +32.5% | $38.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 1.41M | -0.3% | $31.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (سلبي) | 673.52K | +138.1% | $15.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 614.99K | +2.3% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 614.99K | +2.3% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 595.79K | -2.8% | $13.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 562.33K | +3.8% | $12.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 536.68K | +18.4% | $12.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 391.51K | +47.0% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 374.08K | +15.8% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 342.24K | +0.6% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 290.61K | +6.1% | $6.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 274.90K | -5.8% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 274.90K | -5.8% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 224.75K | +23.6% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 196.10K | +2.7% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 189.21K | +1.9% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 159.53K | -42.6% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 135.77K | +2.0% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Sei Investments Co | 121.38K | جديد | $2.72M | 0.0% | New | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 73.74K | +229.7% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 70.13K | +36.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 52.10K | -34.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mariner, LLC | 52.10K | -34.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 51.68K | +23.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 51.68K | +23.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 51.10K | -16.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cibc World Market Inc. | 31.37K | +0.1% | $703,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 26.18K | جديد | $587,150 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 24.25K | -20.8% | $543,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 23.94K | +2.1% | $537,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 22.06K | 0.0% | $494,806 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 14.54K | -54.5% | $326,155 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Fifth Third Bancorp | 11.50K | +1050.0% | $257,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 7.28K | +4.0% | $163,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Us Bancorp \De\ | 2.37K | 0.0% | $53,182 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 2.37K | 0.0% | $53,182 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.71K | +0.6% | $38,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 456 | 0.0% | $10,228 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 34 | جديد | $771 | 0.0% | New | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1 | جديد | $22 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Sei Investments Co | $2.72M | 0.0% |
| Jane Street Group, Llc | $587,150 | 0.0% |
| Fidelity (FMR) | $771 | 0.0% |
| JPMorgan Chase | $22 | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 310 المالكون, 78.01M الأسهم, $1.72B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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