IUS
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +3.8% ·
aliran saham -1.1% ·
posisi baru bersih +3.7%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.54K | $1.56M | n/a | n/a |
| Q2 2026 | 24 | -2 | 4.77M | $312.75M | +1 | −4 |
| Q1 2026 | 28 | +1 | 5.04M | $291.91M | +2 | −1 |
| Q4 2025 | 27 | +1 | 5.01M | $286.42M | +1 | n/a |
| Q3 2025 | 4 | -1 | 235.59K | $13.01M | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.28K | $787,146 | n/a | n/a |
| Q1 2025 | 1 | +1 | 15.09K | $745,040 | +1 | n/a |
| Q3 2024 | 1 | +1 | 10.67K | $536,600 | +1 | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.51M | n/a | $86.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 813.22K | n/a | $46.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 671.23K | n/a | $38.37M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 667.86K | n/a | $38.17M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 493.94K | n/a | $28.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 258.16K | n/a | $14.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 156.87K | -30.2% | $8.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 135.86K | n/a | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 69.46K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.09K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 40.85K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 40.78K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 22.94K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 17.04K | n/a | $973,727 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.24K | Baru | $756,918 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.31K | n/a | $646,770 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 8.12K | n/a | $467,094 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 7.42K | n/a | $423,949 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.13K | n/a | $408,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 6.36K | +169.7% | $363,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.99K | -49.7% | $228,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 750 | n/a | $42,870 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 562 | n/a | $32,124 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 548 | -0.2% | $31,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 395 | n/a | $22,578 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 291 | n/a | $16,634 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | n/a | $25 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $756,918 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 104 pemegang, 8.75M saham, $499.84M 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 sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.