سجل الورقة المالية · ربع مؤرشف
IDU
الاسم في انتظار استيعاب الملف الشخصي
60الحاملون المتتبعون
+4Δ المساهمون
4.88Mالأسهم المحتفظ بها
$567.13Mالقيمة المُبلَّغ عنها
+7المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +7.1% ·
تدفق الأسهم -8.7% ·
المراكز الجديدة الصافية +6.7%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 36.59K | $3.75M | n/a | −1 |
| 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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | FIL Ltd | 1.83M | جديد | $212.22M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 589.61K | -10.4% | $68.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 520.03K | -43.3% | $60.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 369.21K | -10.3% | $42.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 192.01K | -18.4% | $22.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 149.41K | -16.4% | $17.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Raymond James Financial Inc | 142.75K | -36.0% | $16.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 99.96K | -6.1% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 99.29K | +2.8% | $11.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 96.07K | +9.2% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 72.86K | -20.3% | $8.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 68.17K | +10.7% | $7.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 63.41K | -6.6% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 62.29K | -51.2% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | UBS Group AG | 52.65K | +9.5% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 45.60K | جديد | $5.29M | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 45.05K | +27.6% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 44.23K | +1.5% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 43.69K | -8.8% | $5.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 30.16K | -23.1% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 23.69K | +23.7% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Pnc Financial Services Group, Inc. | 22.55K | -8.7% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Stifel Financial Corp | 21.98K | +19.2% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 21.10K | -79.4% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 15.39K | -12.6% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 13.98K | -12.8% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 11.59K | -27.6% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 11.63K | -7.3% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Fifth Third Bancorp | 10.76K | +12706.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 8.79K | +19.6% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Franklin Resources Inc | 8.28K | 0.0% | $961,391 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 8.22K | +4.3% | $954,875 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 8.12K | +20.0% | $943,130 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Captrust Financial Advisors | 7.38K | +16.0% | $856,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | IMC-Chicago, LLC | 7.00K | جديد | $812,770 | 0.0% | New | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 6.51K | جديد | $755,000 | 0.0% | New | 1 | SEC ↗ |
| 37 | Sei Investments Co | 6.36K | +2.7% | $737,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 5.72K | -10.0% | $663,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 5.11K | +13.9% | $593,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 4.70K | -4.1% | $545,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 3.16K | +544.5% | $496,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mariner, LLC | 3.81K | -41.2% | $442,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 3.70K | جديد | $429,607 | 0.0% | New | 1 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 3.06K | n/a | $355,529 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Hsbc Holdings Plc | 3.00K | -99.8% | $348,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Lido Advisors, LLC | 2.90K | +0.3% | $336,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Brown Advisory Inc | 2.58K | 0.0% | $299,448 | 0.0% | Held | 2 | SEC ↗ |
| 48 | GAMCO Investors ✦ | 2.58K | 0.0% | $298,983 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Neuberger Berman Group LLC | 2.39K | 0.0% | $277,735 | 0.0% | Held | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 2.21K | 0.0% | $256,714 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 2.15K | -95.3% | $250,217 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 52 | Gotham Asset Management ✦ | 2.10K | جديد | $243,367 | 0.0% | New | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 1.51K | -17.5% | $175,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | BlackRock ✦ (سلبي) | 1.42K | +25.6% | $165,109 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 55 | Citigroup Inc | 1.21K | +71.9% | $140,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Cwm, Llc | 1.15K | +43.6% | $133,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 651 | +66.9% | $75,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 543 | 0.0% | $63,048 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 175 | جديد | $20,319 | 0.0% | New | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 165 | 0.0% | $19,119 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| FIL Ltd | $212.22M | 0.2% |
| Two Sigma Investments | $5.29M | 0.0% |
| IMC-Chicago, LLC | $812,770 | 0.0% |
| Hrt Financial Lp | $755,000 | 0.0% |
| Renaissance Technologies | $429,607 | 0.0% |
| Gotham Asset Management | $243,367 | 0.0% |
| Russell Investments Group… | $20,319 | 0.0% |
تم الخروج
| Bnp Paribas Financial Markets | $5.44M | كان 0.0% |
| Cibc World Market Inc. | $400,932 | كان 0.0% |
| Qube Research & Technologies… | $284,012 | 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: Q1 2026 ·
المنهجية ·
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