IUS
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -7.4% ·
aliran saham +10.1% ·
posisi baru bersih -8.0%
— 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 | 25 | -2 | 4.78M | $313.23M | +1 | −3 |
| Q1 2026 | 28 | +1 | 5.04M | $291.91M | +2 | −1 |
| Q4 2025 | 27 | +1 | 5.01M | $286.42M | +1 | — |
| Q3 2025 | 4 | -1 | 235.59K | $13.01M | — | −1 |
| Q2 2025 | 2 | 0 | 15.28K | $787,146 | — | — |
| Q1 2025 | 1 | +1 | 15.09K | $745,040 | +1 | — |
| Q3 2024 | 1 | +1 | 10.67K | $536,600 | +1 | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.78M | +18.4% | $117.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 859.47K | -4.5% | $56.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 695.79K | +3.0% | $45.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 446.01K | -0.5% | $29.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 446.01K | -0.5% | $29.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 251.56K | +4.7% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 251.56K | +4.7% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 187.45K | -4.7% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 174.43K | +329.4% | $11.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 137.76K | +63.4% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 57.67K | +6.7% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 50.12K | -25.2% | $3.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 48.94K | +15.2% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 48.94K | +15.2% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 22.54K | +0.5% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 15.40K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 9.54K | -8.9% | $625,699 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 8.52K | +29.9% | $558,590 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 8.05K | -29.5% | $528,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 7.28K | +0.3% | $477,673 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 5.03K | Baru | $329,898 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.29K | +178.0% | $150,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.29K | +178.0% | $150,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.29K | +178.0% | $150,048 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.15K | +229.4% | $141,314 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.15K | +229.4% | $141,314 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $49,185 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 205 | 0.0% | $13,444 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 135 | — | $8,825 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 49 | -12.5% | $3,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | BlackRock ✦ (pasif) | 1 | 0.0% | $36 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| AQR Capital Management | $329,898 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $487,230 | adalah 0.0% |
| UBS Group AG | $42,914 | adalah 0.0% |
| Citigroup Inc | $58 | 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 efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.