Catatan efek · kuartal yang diarsipkan
IDLV
nama menunggu ingest profil
36Pemegang yang dilacak
+1Δ pemegang
5.54MSaham yang dipegang
$190.84MNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.9% ·
aliran saham +17.0% ·
posisi baru bersih +2.8%
· formula
Akumulasi luas: saham yang meningkat 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.51M | +46.9% | $52.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Creative Planning | 626.43K | -0.9% | $21.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Sei Investments Co | 495.94K | -3.6% | $17.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 430.87K | +18.8% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 408.92K | +3822.5% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 349.93K | -11.3% | $12.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 312.38K | +1.2% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 275.72K | +281.9% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 274.47K | +11.5% | $9.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 133.66K | +11.9% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | UBS Group AG | 92.09K | +9.2% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Pnc Financial Services Group, Inc. | 89.25K | +4.0% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 86.79K | +4.8% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 77.08K | -17.0% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 60.30K | -22.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 36.95K | +3.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 36.60K | -76.1% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 32.61K | +13.7% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Hrt Financial Lp | 31.12K | +208.7% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 25.18K | -79.2% | $867,629 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 25.07K | -0.3% | $863,690 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 22.39K | -22.1% | $771,238 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | UBS AM, a distinct business unit of… | 19.13K | +237.0% | $658,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 16.83K | +5.7% | $579,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 15.06K | -86.0% | $519,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 11.69K | -74.2% | $402,729 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Citigroup Inc | 11.38K | +1.0% | $392,014 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 11.02K | 0.0% | $382,133 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Mariner, LLC | 7.97K | +0.1% | $274,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 2.72K | -18.8% | $93,611 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 2.56K | 0.0% | $88,064 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 2.10K | Baru | $72,353 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 1.07K | Baru | $36,935 | 0.0% | New | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 564 | 0.0% | $19,148 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 318 | +925.8% | $10,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 95 | -7.8% | $3,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Bank Of Montreal /Can/ | $72,353 | 0.0% |
| Fifth Third Bancorp | $36,935 | 0.0% |
Telah keluar
| Mml Investors Services, Llc | $261,141 | adalah 0.0% |
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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API