Catatan efek · kuartal yang diarsipkan
IBTK
nama menunggu ingest profil
35Pemegang yang dilacak
+1Δ pemegang
17.20MSaham yang dipegang
$339.13MNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.9% ·
aliran saham +30.0% ·
posisi baru bersih +2.9%
— formula
Akumulasi luas — peningkatan saham 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +2 | 16.93M | $330.81M | +2 | — |
| Q1 2026 | 35 | +1 | 17.20M | $339.13M | +2 | −1 |
| Q4 2025 | 34 | 0 | 12.74M | $252.86M | — | — |
| Q3 2025 | 5 | +1 | 442.43K | $8.79M | +1 | — |
| Q2 2025 | 2 | 0 | 244.88K | $4.86M | — | — |
| Q1 2025 | 1 | +1 | 64.46K | $1.27M | +1 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.73M | +18.3% | $73.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.73M | +18.3% | $73.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 3.73M | +18.3% | $73.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.65M | +46.6% | $52.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.83M | +7.3% | $36.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.83M | +7.3% | $36.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.83M | +7.3% | $36.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.26M | +8222.0% | $24.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 836.48K | +6.3% | $16.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 811.89K | +10.9% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 811.89K | +10.9% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 811.89K | +10.9% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasif) | 763.51K | +138.1% | $15.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 707.82K | -5.5% | $13.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 692.57K | +18.1% | $13.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 687.43K | +159.9% | $13.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 598.19K | +96.7% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 598.19K | +96.7% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 500.62K | +11.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 500.62K | +11.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 500.62K | +11.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 392.10K | +57.0% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 318.64K | +14.3% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 255.47K | +29.9% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 251.22K | +77.5% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 155.97K | -0.9% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 137.87K | +22.8% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 134.89K | +135.9% | $2.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 100.78K | +4.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 96.08K | +36.4% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 54.38K | +21.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 41.46K | -3.2% | $817,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 38.28K | -83.6% | $753,237 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 35.29K | +37.6% | $695,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 26.01K | -15.8% | $512,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 23.28K | 0.0% | $459,141 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Lido Advisors, LLC | 22.29K | +12.5% | $439,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 15.53K | -46.8% | $306,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 5.69K | Baru | $112,207 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 4.98K | +23.1% | $98,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 3.36K | 0.0% | $66,259 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 2.70K | +39.2% | $53,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.91K | Baru | $37,692 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 71 | 0.0% | $1,400 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $112,207 | 0.0% |
| Bank Of Montreal /Can/ | $37,692 | 0.0% |
Telah keluar
| Goldman Sachs Group | $818,249 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 172 pemegang, 34.96M saham, $675.91M 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