سجل الورقة المالية · ربع مؤرشف
IVOG
الاسم في انتظار استيعاب الملف الشخصي
43الحاملون المتتبعون
+2Δ المساهمون
1.93Mالأسهم المحتفظ بها
$231.58Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.9% ·
تدفق الأسهم -2.0% ·
المراكز الجديدة الصافية +4.7%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +3 | 2.36M | $345.39M | +5 | −2 |
| Q1 2026 | 45 | +2 | 2.24M | $279.94M | +5 | −3 |
| Q4 2025 | 43 | +2 | 1.93M | $231.58M | +3 | −1 |
| Q3 2025 | 5 | 0 | 292.68K | $34.97M | — | — |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | — | — |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | — |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 636.39K | — | $76.49M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 212.19K | — | $25.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 212.19K | — | $25.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 139.98K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 88.04K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 87.45K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 78.89K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 68.00K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 52.33K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 52.33K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 33.18K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 30.68K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Franklin Resources Inc | 27.39K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 15.86K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 14.09K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 13.45K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 12.92K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.73K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 10.63K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 8.04K | — | $965,782 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 7.20K | +11.8% | $865,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 5.85K | — | $703,521 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 5.28K | — | $666,079 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.81K | +0.7% | $578,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 4.61K | — | $554,595 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 4.16K | جديد | $499,380 | 0.0% | New | 1 | SEC ↗ |
| 46 | Empower Advisory Group, LLC | 3.08K | — | $369,977 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 2.37K | — | $285,457 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Focus Partners Wealth | 2.16K | — | $259,405 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | The Vanguard Group ✦ (سلبي) | 1.81K | جديد | $217,798 | 0.0% | New | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 1.69K | — | $202,702 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Jane Street Group, Llc | 1.68K | — | $201,937 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 956 | — | $114,912 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 590 | — | $70,918 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (سلبي) | 530 | جديد | $63,716 | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 391 | — | $47,003 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 305 | — | $36,661 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Cwm, Llc | 6 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| AQR Capital Management | $499,380 | 0.0% |
| The Vanguard Group | $217,798 | 0.0% |
| BlackRock | $63,716 | 0.0% |
تم الخروج
| Citadel Advisors | $1.91M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 177 المالكون, 5.17M الأسهم, $630.88M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
احصل على هذا عبر API