Catatan efek · kuartal yang diarsipkan
IDLV
nama menunggu ingest profil
35Pemegang yang dilacak
0Δ pemegang
4.74MSaham yang dipegang
$160.55MNilai yang dilaporkan
+0Posisi baru
−0Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +0.6% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.33K | $486,992 | n/a | n/a |
| Q2 2026 | 38 | +3 | 5.05M | $174.07M | +3 | n/a |
| Q1 2026 | 36 | +1 | 5.54M | $190.84M | +2 | −1 |
| Q4 2025 | 35 | 0 | 4.74M | $160.55M | n/a | n/a |
| Q3 2025 | 5 | 0 | 525.35K | $17.60M | n/a | n/a |
| Q2 2025 | 3 | +1 | 189.53K | $6.28M | +1 | n/a |
| Q1 2025 | 1 | -1 | 98.77K | $3.00M | n/a | −1 |
| Q4 2024 | 2 | +1 | 195.51K | $5.44M | +1 | n/a |
| Q3 2024 | 1 | 0 | 21.43K | $651,870 | n/a | n/a |
| Q2 2024 | 1 | n/a | 12.55K | $342,578 | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.03M | n/a | $34.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Creative Planning | 631.88K | n/a | $21.42M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Sei Investments Co | 514.37K | n/a | $17.44M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 394.42K | n/a | $13.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 362.71K | +0.8% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 308.57K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 246.19K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 153.40K | n/a | $5.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 121.19K | +22.7% | $4.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 119.47K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Jane Street Group, Llc | 107.84K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 92.85K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 85.78K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 84.31K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 82.82K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 77.70K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 72.20K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 45.30K | +11.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 35.68K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.75K | n/a | $974,842 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 28.67K | n/a | $972,006 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 25.15K | -0.1% | $852,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 15.93K | n/a | $540,062 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 11.26K | n/a | $381,748 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 11.02K | n/a | $373,425 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 10.43K | n/a | $353,397 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Hrt Financial Lp | 10.08K | n/a | $341,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 7.97K | n/a | $270,067 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 7.70K | n/a | $261,141 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 5.67K | n/a | $192,383 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 3.35K | n/a | $113,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 2.56K | n/a | $86,648 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 564 | -50.0% | $19,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 103 | n/a | $3,492 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 31 | n/a | $1,051 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 103 pemegang, 7.82M saham, $265.96M 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API