ISVL
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -12.5% ·
aliran saham +30.0% ·
posisi baru bersih -14.3%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -2 | 4.38M | $220.73M | +2 | −4 |
| Q1 2026 | 16 | +6 | 469.09K | $22.57M | +6 | — |
| Q4 2025 | 10 | -1 | 191.52K | $9.12M | — | −1 |
| Q3 2025 | 2 | — | 3.29K | $148,665 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.00M | Baru | $201.61M | 0.2% | New | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 100.89K | +4.7% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 100.89K | +4.7% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 79.16K | -0.2% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 79.16K | -0.2% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 79.16K | -0.2% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 71.45K | -42.8% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 28.40K | +67.2% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 21.06K | +10.6% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 21.06K | +10.6% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Creative Planning | 20.33K | 0.0% | $1.02M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 19.52K | -0.8% | $983,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 19.52K | -0.8% | $983,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 14.93K | -2.4% | $751,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 11.03K | +25.2% | $555,387 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 7.11K | -8.3% | $358,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 5.17K | -5.5% | $264,653 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 531 | -67.2% | $26,720 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 207 | Baru | $10,422 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Focus Partners Wealth | $201.61M | 0.2% |
| Fidelity (FMR) | $10,422 | 0.0% |
Telah keluar
| UBS Group AG | $1.44M | adalah 0.0% |
| Susquehanna International… | $734,189 | adalah 0.0% |
| Citadel Advisors | $398,319 | adalah 0.0% |
| Morgan Stanley | $64 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 30 pemegang, 950.43K saham, $41.73M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.