IUS
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +3.7% ·
aliran saham +0.6% ·
posisi baru bersih +3.6%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.54K | $1.56M | n/a | −1 |
| 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 | 0.0% | $87.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 899.59K | +10.6% | $52.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 701.42K | +5.0% | $40.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 675.44K | +0.6% | $39.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 448.17K | -9.3% | $25.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 240.17K | -7.0% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 196.72K | +44.8% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 84.33K | +21.4% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 66.98K | -57.3% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.04K | -0.1% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 42.48K | +4.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 40.62K | -0.6% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 22.42K | -2.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 13.06K | -23.3% | $756,355 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 11.43K | +60.3% | $662,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 10.47K | -20.9% | $606,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 8.41K | -25.6% | $487,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 7.26K | -2.1% | $420,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.56K | +3.1% | $379,756 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 823 | +50.2% | $47,697 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $43,436 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 741 | +31.9% | $42,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 654 | -83.6% | $37,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 205 | -48.1% | $11,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 56 | -80.8% | $3,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 1 | Baru | $58 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (pasif) | 1 | Baru | $32 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 0 | n/a | $19 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citigroup Inc | $58 | 0.0% |
| BlackRock | $32 | 0.0% |
Telah keluar
| Corient Private Wealth LP | $467,094 | adalah 0.0% |
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.