سجل الورقة المالية
IDU
الاسم في انتظار استيعاب الملف الشخصي
56الحاملون المتتبعون
-3Δ المساهمون
3.20Mالأسهم المحتفظ بها
$366.92Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -5.1% ·
تدفق الأسهم -30.0% ·
المراكز الجديدة الصافية -5.4%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 | جديد | $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 | جديد | $240,681 | 0.0% | New | 1 | SEC ↗ |
| 84 | Gotham Asset Management ✦ | 2.10K | 0.0% | $240,223 | 0.0% | Held | 2 | SEC ↗ |
| 85 | BlackRock ✦ (سلبي) | 1.55K | +9.1% | $177,875 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 86 | BlackRock ✦ (سلبي) | 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 | جديد | $24,297 | 0.0% | New | 1 | SEC ↗ |
| 92 | National Bank Of Canada /Fi/ | 165 | 0.0% | $18,881 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| D. E. Shaw & Co. | $2.50M | 0.0% |
| Jane Street Group, Llc | $240,681 | 0.0% |
| Qube Research & Technologies… | $24,297 | 0.0% |
تم الخروج
| FIL Ltd | $212.22M | كان 0.2% |
| Two Sigma Investments | $5.29M | كان 0.0% |
| Renaissance Technologies | $429,607 | كان 0.0% |
| GAMCO Investors | $298,983 | كان 0.0% |
| Neuberger Berman Group LLC | $277,735 | كان 0.0% |
| Russell Investments Group… | $20,319 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API