سجل الورقة المالية · ربع مؤرشف
IGPT
الاسم في انتظار استيعاب الملف الشخصي
42الحاملون المتتبعون
+1Δ المساهمون
3.17Mالأسهم المحتفظ بها
$184.22Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.4% ·
تدفق الأسهم +8.5% ·
المراكز الجديدة الصافية +2.4%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +4 | 3.83M | $397.97M | +6 | −2 |
| Q1 2026 | 42 | +1 | 3.17M | $184.22M | +3 | −2 |
| Q4 2025 | 40 | +2 | 2.91M | $173.38M | +2 | — |
| Q3 2025 | 4 | +1 | 399.70K | $21.60M | +1 | — |
| Q2 2025 | 1 | -2 | 3.45K | $169,513 | — | −2 |
| Q1 2025 | 2 | +1 | 26.26K | $1.06M | +1 | — |
| Q4 2024 | 1 | 0 | 11.25K | $508,973 | — | — |
| Q3 2024 | 1 | +1 | 70.13K | $3.19M | +1 | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 681.52K | +6.1% | $39.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 681.52K | +6.1% | $39.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 458.75K | +2.1% | $26.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 449.15K | +9.0% | $26.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 449.15K | +9.0% | $26.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 449.15K | +9.0% | $26.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 295.91K | -2.8% | $17.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 295.91K | -2.8% | $17.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 289.55K | +5812.8% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 153.75K | +6.4% | $8.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 153.75K | +6.4% | $8.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 117.16K | -1.6% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 117.16K | -1.6% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 116.90K | +21.2% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 111.09K | -16.6% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 111.09K | -16.6% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 93.83K | +16.3% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 93.83K | +16.3% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 73.95K | -10.6% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 43.21K | -52.4% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 41.53K | +630.3% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 41.53K | +630.3% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 32.01K | -38.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 20.51K | +12.9% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 20.17K | -49.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 19.26K | +3.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 15.27K | -39.9% | $886,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 13.60K | -50.0% | $789,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 12.89K | +15.1% | $748,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 12.40K | +6.7% | $719,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 12.40K | +6.7% | $719,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 10.56K | 0.0% | $613,330 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 10.52K | +15.6% | $610,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 10.50K | — | $609,672 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 10.06K | -53.7% | $598,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 10.29K | -0.5% | $597,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 9.42K | +5.6% | $547,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 8.10K | +46.5% | $470,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 7.85K | +2517.3% | $455,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 5.10K | -90.3% | $296,126 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 4.13K | 0.0% | $239,935 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 4.03K | +11.1% | $233,911 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Cerity Partners LLC | 3.97K | جديد | $230,357 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $101,615 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $101,615 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $101,615 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 1.75K | 0.0% | $101,615 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Cwm, Llc | 1.73K | 0.0% | $100,348 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1.43K | -48.6% | $82,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.18K | +30.8% | $65,256 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 575 | 0.0% | $33,387 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 546 | جديد | $31,703 | 0.0% | New | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 320 | جديد | $18,580 | 0.0% | New | 1 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 157 | 0.0% | $9,116 | 0.0% | Held | 2 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 50 | 0.0% | $2,904 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Cerity Partners LLC | $230,357 | 0.0% |
| Assetmark, Inc | $31,703 | 0.0% |
| Us Bancorp \De\ | $18,580 | 0.0% |
تم الخروج
| Susquehanna International… | $548,908 | كان 0.0% |
| BlackRock | $5,471 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 146 المالكون, 4.44M الأسهم, $249.58M 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: Q1 2026 ·
المنهجية ·
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