Запись по ценной бумаге · архивный квартал
IDU
ожидается загрузка профиля
56Отслеживаемые держатели
-3Δ держателей
3.20MАкций в держании
$366.92MОтчётная стоимость
+3Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -5.1% ·
поток акций -30.0% ·
новые чистые позиции -5.4%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | -3 | 3.20M | $366.92M | +3 | −6 |
| 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 | — |
| Q3 2024 | 1 | -1 | 40.33K | $4.11M | — | −1 |
| Q2 2024 | 2 | — | 14.05K | $1.24M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 580.33K | -1.6% | $66.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 580.33K | -1.6% | $66.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 580.33K | -1.6% | $66.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 580.33K | -1.6% | $66.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 531.95K | +2.3% | $60.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 531.95K | +2.3% | $60.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 531.95K | +2.3% | $60.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 531.95K | +2.3% | $60.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 401.56K | +8.8% | $46.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 203.31K | +36.1% | $23.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 203.31K | +36.1% | $23.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 203.31K | +36.1% | $23.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 203.31K | +36.1% | $23.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 203.31K | +36.1% | $23.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 171.78K | -10.5% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 171.78K | -10.5% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 171.78K | -10.5% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 127.59K | -10.6% | $14.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 127.59K | -10.6% | $14.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 102.59K | +50.5% | $11.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 96.38K | +219.5% | $11.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 96.38K | +219.5% | $11.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 95.06K | -4.9% | $10.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 88.18K | -8.2% | $10.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 88.18K | -8.2% | $10.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 86.38K | +18.5% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 86.38K | +18.5% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 86.38K | +18.5% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 85.92K | -13.5% | $9.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 58.26K | -6.5% | $6.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 58.26K | -6.5% | $6.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Truist Financial Corp | 54.03K | -14.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 54.03K | -14.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 52.70K | +0.1% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 52.70K | +0.1% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 50.06K | +14.6% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 48.30K | +7.2% | $5.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 45.06K | +1.9% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 32.86K | +38.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 32.86K | +38.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 32.86K | +38.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 32.86K | +38.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 32.86K | +38.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Stifel Financial Corp | 23.02K | +4.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Stifel Financial Corp | 23.02K | +4.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 21.83K | Новый | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 21.04K | -6.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 21.04K | -6.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 21.04K | -6.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 21.04K | -6.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 20.77K | +863.9% | $2.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | Corient Private Wealth LP | 20.21K | -4.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Cerity Partners LLC | 17.96K | +16.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Cerity Partners LLC | 17.96K | +16.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 14.22K | +1.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 13.81K | +28.4% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 13.43K | +15.8% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 13.18K | +13.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 13.18K | +13.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 13.18K | +13.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 10.22K | +24.3% | $1.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Quantinno Capital Management LP | 9.04K | +2.8% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Franklin Resources Inc | 8.28K | 0.0% | $948,971 | 0.0% | Held | 3 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 8.05K | +155.1% | $911,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Captrust Financial Advisors | 7.38K | 0.0% | $845,761 | 0.0% | Held | 3 | SEC ↗ |
| 66 | IMC-Chicago, LLC | 7.00K | 0.0% | $802,270 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 6.22K | +8.8% | $712,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Hrt Financial Lp | 5.85K | -10.2% | $670,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 5.49K | -32.4% | $629,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 5.49K | -32.4% | $629,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 5.49K | -32.4% | $629,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Creative Planning | 5.14K | +9.3% | $589,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Creative Planning | 5.14K | +9.3% | $589,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 5.13K | +0.3% | $588,072 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 3.37K | +52.6% | $386,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Mariner, LLC | 3.33K | -12.5% | $381,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Sei Investments Co | 3.21K | -49.5% | $368,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | CIBC Bancorp USA Inc. | 3.06K | 0.0% | $350,936 | 0.0% | Held | 2 | SEC ↗ |
| 79 | CIBC Bancorp USA Inc. | 3.06K | 0.0% | $350,936 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Hsbc Holdings Plc | 3.00K | 0.0% | $343,830 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Brown Advisory Inc | 2.58K | 0.0% | $295,579 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Lido Advisors, LLC | 2.22K | -23.4% | $254,136 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Jane Street Group, Llc | 2.10K | Новый | $240,681 | 0.0% | New | 1 | SEC ↗ |
| 84 | Gotham Asset Management ✦ | 2.10K | 0.0% | $240,223 | 0.0% | Held | 2 | SEC ↗ |
| 85 | BlackRock ✦ (пассивный) | 1.55K | +9.1% | $177,875 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 86 | BlackRock ✦ (пассивный) | 1.55K | +9.1% | $177,875 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | Us Bancorp \De\ | 1.51K | +0.1% | $173,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Citigroup Inc | 705 | -41.7% | $80,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Blair William & Co/Il | 683 | +25.8% | $78,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Assetmark, Inc | 651 | 0.0% | $74,611 | 0.0% | Held | 3 | SEC ↗ |
| 91 | Qube Research & Technologies Ltd | 212 | Новый | $24,297 | 0.0% | New | 1 | SEC ↗ |
| 92 | National Bank Of Canada /Fi/ | 165 | 0.0% | $18,881 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| D. E. Shaw & Co. | $2.50M | 0.0% |
| Jane Street Group, Llc | $240,681 | 0.0% |
| Qube Research & Technologies… | $24,297 | 0.0% |
Закрыто
| FIL Ltd | $212.22M | составлял 0.2% |
| Two Sigma Investments | $5.29M | составлял 0.0% |
| Renaissance Technologies | $429,607 | составлял 0.0% |
| GAMCO Investors | $298,983 | составлял 0.0% |
| Neuberger Berman Group LLC | $277,735 | составлял 0.0% |
| Russell Investments Group… | $20,319 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 298 держатели, 8.34M акции, $952.25M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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