Запись по ценной бумаге · архивный квартал
III
ожидается загрузка профиля
63Отслеживаемые держатели
+4Δ держателей
19.74MАкций в держании
$75.87MОтчётная стоимость
+7Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.8% ·
поток акций +4.3% ·
новые чистые позиции +6.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | -5 | 19.93M | $81.91M | +4 | −9 |
| Q1 2026 | 63 | +4 | 19.74M | $75.87M | +7 | −3 |
| Q4 2025 | 59 | +2 | 19.36M | $111.88M | +2 | — |
| Q3 2025 | 13 | -2 | 9.37M | $53.89M | — | −2 |
| Q2 2025 | 12 | 0 | 8.45M | $40.56M | +1 | −1 |
| Q1 2025 | 9 | 0 | 3.46M | $13.54M | — | — |
| Q4 2024 | 9 | +1 | 3.31M | $11.05M | +1 | — |
| Q3 2024 | 7 | 0 | 2.71M | $8.96M | — | — |
| Q2 2024 | 7 | — | 2.63M | $7.73M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 4.65M | +2.7% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 4.65M | +2.7% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 4.65M | +2.7% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 2.77M | -4.7% | $10.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 1.89M | +21.9% | $7.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 1.79M | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 1.54M | +0.5% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.54M | +0.5% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.54M | +0.5% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.54M | +0.5% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Geode Capital Management ✦ (пассивный) | 894.49K | +7.5% | $3.44M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | Geode Capital Management ✦ (пассивный) | 894.49K | +7.5% | $3.44M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Blair William & Co/Il | 763.64K | -2.1% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (пассивный) | 762.12K | +3.1% | $2.93M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 690.54K | +11.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 485.71K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 485.71K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 485.71K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 485.71K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 338.50K | +2.9% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 338.50K | +2.9% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 303.60K | +235.3% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 303.60K | +235.3% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 303.60K | +235.3% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 303.60K | +235.3% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 303.60K | +235.3% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 303.60K | +235.3% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Northern Trust Corp | 271.67K | +2.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 271.67K | +2.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 271.67K | +2.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Prudential Financial Inc | 253.96K | +51.3% | $975,187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Prudential Financial Inc | 253.96K | +51.3% | $975,187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Raymond James Financial Inc | 232.90K | -0.4% | $894,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Raymond James Financial Inc | 232.90K | -0.4% | $894,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 226.14K | +387.4% | $868,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 217.00K | +56.4% | $833,261 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 50 | Captrust Financial Advisors | 175.40K | -6.9% | $673,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 165.45K | +34.5% | $635,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | LPL Financial LLC | 142.00K | Новый | $545,280 | 0.0% | New | 1 | SEC ↗ |
| 53 | Sei Investments Co | 126.39K | -40.8% | $485,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Sei Investments Co | 126.39K | -40.8% | $485,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Charles Schwab Investment… | 93.04K | -9.4% | $357,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Barclays Plc | 70.57K | -43.0% | $270,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Barclays Plc | 70.57K | -43.0% | $270,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | American Century Companies Inc | 61.01K | 0.0% | $234,294 | 0.0% | Held | 2 | SEC ↗ |
| 59 | State Board Of Administration Of… | 60.40K | -48.7% | $231,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | UBS Group AG | 59.17K | +377.4% | $227,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS Group AG | 59.17K | +377.4% | $227,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 35.15K | +0.4% | $203,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Nuveen, LLC | 50.04K | 0.0% | $192,169 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 49.95K | Новый | $191,808 | 0.0% | New | 1 | SEC ↗ |
| 65 | Invesco Ltd. | 48.71K | -10.3% | $187,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Invesco Ltd. | 48.71K | -10.3% | $187,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 48.71K | -10.3% | $187,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Invesco Ltd. | 48.71K | -10.3% | $187,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 47.73K | -63.6% | $182,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Point72 Asset Management ✦ | 47.41K | Новый | $182,058 | 0.0% | New | 1 | SEC ↗ |
| 71 | Rhumbline Advisers | 43.51K | -2.8% | $167,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Millennium Management ✦ | 39.08K | +167.9% | $150,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 34.53K | +239.5% | $132,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 31.45K | +99.0% | $120,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | T. Rowe Price ✦ | 25.99K | +46.5% | $100,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 76 | Lazard Asset Management Llc | 25.45K | -45.8% | $97,732 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Mackenzie Financial Corp | 23.02K | -9.5% | $88,408 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 21.62K | +68.1% | $83,014 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 21.62K | +68.1% | $83,014 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 19.04K | -67.0% | $72,930 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 19.04K | -67.0% | $72,930 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Citadel Advisors ✦ | 18.88K | -83.2% | $72,507 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 17.23K | -10.4% | $66,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.76K | +2.5% | $64,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Deutsche Bank Ag\ | 15.28K | Новый | $58,668 | 0.0% | New | 1 | SEC ↗ |
| 86 | Arrowstreet Capital ✦ | 15.10K | 0.0% | $57,984 | 0.0% | Held | 2 | SEC ↗ |
| 87 | Wells Fargo & Company/Mn | 15.10K | -62.2% | $57,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Wells Fargo & Company/Mn | 15.10K | -62.2% | $57,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Wells Fargo & Company/Mn | 15.10K | -62.2% | $57,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Cwm, Llc | 13.47K | +35.7% | $51,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Manufacturers Life Insurance… | 10.59K | -7.3% | $40,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | HighTower Advisors, LLC | 10.52K | -6.2% | $40,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | New York State Common Retirement… | 6.00K | 0.0% | $23,025 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 5.33K | -4.6% | $20,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 5.33K | -4.6% | $20,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Legal & General Group Plc | 3.39K | -7.2% | $13,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 3.14K | -29.3% | $12,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | California State Teachers… | 1.91K | -12.1% | $7,323 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Citigroup Inc | 1.71K | +114.9% | $6,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Citigroup Inc | 1.71K | +114.9% | $6,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| LPL Financial LLC | $545,280 | 0.0% |
| Quantinno Capital Management… | $191,808 | 0.0% |
| Point72 Asset Management | $182,058 | 0.0% |
| Deutsche Bank Ag\ | $58,668 | 0.0% |
Закрыто
| Jane Street Group, Llc | $679,659 | составлял 0.0% |
| Franklin Resources Inc | $103,653 | составлял 0.0% |
| Mercer Global Advisors Inc… | $64,108 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 139 держатели, 32.07M акции, $121.79M 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: Q1 2026 ·
Методология ·
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