IDLV
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +8.6% ·
शेयर प्रवाह -8.9% ·
नई शुद्ध पोजीशन +7.9%
· सूत्र
Ownership fragmentation: अधिक धारक, छोटी aggregate stake
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q2 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| 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 |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.53M | +1.0% | $52.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Creative Planning | 621.18K | -0.8% | $21.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Sei Investments Co | 478.04K | -3.6% | $16.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 378.93K | +8.3% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 320.62K | +2.6% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 221.00K | +65.3% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Ameriprise Financial Inc | 220.49K | -46.1% | $7.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 220.00K | -20.2% | $7.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 212.28K | -50.7% | $7.32M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 117.90K | -57.0% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 97.23K | +8.9% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 91.30K | +5.2% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 72.21K | -6.3% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 66.66K | +342.5% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 63.02K | -31.6% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 55.61K | -7.8% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 39.88K | +22.3% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 37.18K | +0.6% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 27.74K | -24.2% | $956,926 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 25.84K | +2.6% | $891,326 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 24.95K | -0.5% | $860,457 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 24.43K | +9.1% | $842,829 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | UBS AM, a distinct business unit of… | 19.13K | 0.0% | $659,713 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 15.93K | -5.4% | $549,515 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 15.85K | +35.6% | $546,789 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Citigroup Inc | 11.14K | -2.1% | $384,119 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 11.02K | 0.0% | $377,393 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Mariner, LLC | 7.04K | -11.7% | $242,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 6.49K | नया | $223,713 | 0.0% | New | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 6.06K | -80.5% | $208,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 2.56K | 0.0% | $88,165 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 2.10K | 0.0% | $72,436 | 0.0% | Held | 2 | SEC ↗ |
| 33 | BlackRock ✦ (निष्क्रिय) | 1.85K | नया | $63,985 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 1.07K | 0.0% | $36,977 | 0.0% | Held | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 564 | 0.0% | $19,524 | 0.0% | Held | 4 | SEC ↗ |
| 36 | Us Bancorp \De\ | 318 | 0.0% | $10,969 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 300 | नया | $10,348 | 0.0% | New | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 96 | +1.1% | $3,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Mml Investors Services, Llc | $223,713 | 0.0% |
| BlackRock | $63,985 | 0.0% |
| Russell Investments Group… | $10,348 | 0.0% |
बाहर निकला
| इस तिमाही कोई ट्रैक किया गया एग्जिट नहीं। |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 103 धारक, 7.82M शेयर, $265.96M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।