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IDU
الاسم في انتظار استيعاب الملف الشخصي
55الحاملون المتتبعون
-1Δ المساهمون
5.35Mالأسهم المحتفظ بها
$572.97Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.8% ·
تدفق الأسهم +1.6% ·
المراكز الجديدة الصافية -1.8%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 36.59K | $3.75M | n/a | n/a |
| Q2 2026 | 55 | -3 | 3.19M | $365.29M | +3 | −7 |
| Q1 2026 | 60 | +4 | 4.88M | $567.13M | +7 | −3 |
| Q4 2025 | 55 | -1 | 5.35M | $572.97M | +1 | −2 |
| Q3 2025 | 9 | 0 | 781.34K | $86.65M | +1 | −1 |
| Q2 2025 | 6 | 0 | 29.67K | $3.10M | +1 | −1 |
| Q1 2025 | 4 | -1 | 74.94K | $7.60M | +1 | −2 |
| Q4 2024 | 5 | +4 | 96.38K | $9.27M | +4 | n/a |
| Q3 2024 | 1 | -1 | 40.33K | $4.11M | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.05K | $1.24M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Hsbc Holdings Plc | 1.46M | n/a | $157.90M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 916.73K | n/a | $99.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 657.78K | -5.5% | $71.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 411.81K | n/a | $44.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 235.18K | n/a | $25.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 223.04K | n/a | $24.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 178.70K | n/a | $19.36M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Goldman Sachs Group ✦ | 127.53K | +629.1% | $13.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 106.50K | n/a | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 96.57K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 91.45K | n/a | $9.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 87.98K | n/a | $9.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Truist Financial Corp | 67.86K | n/a | $7.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 61.58K | n/a | $6.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 50.20K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 48.07K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 47.91K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 46.03K | +143.4% | $4.99M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 43.57K | n/a | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 102.37K | n/a | $4.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Susquehanna International Group, Llp | 39.22K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 35.32K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 24.68K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | JPMorgan Chase ✦ | 19.15K | -41.6% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 18.44K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cerity Partners LLC | 17.61K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Wealth Enhancement Advisory… | 16.01K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 16.03K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 12.55K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Franklin Resources Inc | 8.28K | n/a | $897,221 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 7.88K | +3.8% | $854,283 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 7.36K | n/a | $797,151 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 6.77K | n/a | $733,305 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Mariner, LLC | 6.48K | n/a | $701,925 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Captrust Financial Advisors | 6.36K | n/a | $689,329 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 6.35K | n/a | $688,240 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Sei Investments Co | 6.19K | n/a | $670,540 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 4.90K | n/a | $531,202 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 4.49K | n/a | $486,235 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cibc World Market Inc. | 3.70K | n/a | $400,932 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 2.89K | n/a | $316,252 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 2.62K | n/a | $284,012 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 2.58K | n/a | $279,460 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | GAMCO Investors ✦ | 2.58K | 0.0% | $279,027 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Neuberger Berman Group LLC | 2.39K | n/a | $259,197 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 2.21K | جديد | $239,579 | 0.0% | New | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 1.83K | n/a | $198,676 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | BlackRock ✦ (سلبي) | 1.13K | +28.6% | $122,664 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Cwm, Llc | 802 | n/a | $87,000 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citigroup Inc | 704 | n/a | $76,260 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Blair William & Co/Il | 543 | n/a | $58,839 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 490 | n/a | $52,974 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 390 | n/a | $42,260 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 165 | n/a | $17,838 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 84 | n/a | $9,102 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| AQR Capital Management | $239,579 | 0.0% |
تم الخروج
| Renaissance Technologies | $343,790 | كان 0.0% |
| Gotham Asset Management | $253,628 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 298 المالكون, 8.34M الأسهم, $952.25M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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: Q4 2025 ·
المنهجية ·
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