سجل الورقة المالية · ربع مؤرشف
IVOV
الاسم في انتظار استيعاب الملف الشخصي
41الحاملون المتتبعون
+2Δ المساهمون
2.56Mالأسهم المحتفظ بها
$261.39Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +5.1% ·
تدفق الأسهم +4.7% ·
المراكز الجديدة الصافية +4.9%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -2 | 2.51M | $285.91M | +4 | −6 |
| Q1 2026 | 41 | +2 | 2.56M | $261.39M | +3 | −1 |
| Q4 2025 | 39 | 0 | 2.45M | $247.57M | — | — |
| Q3 2025 | 5 | -1 | 346.46K | $34.91M | — | −1 |
| Q2 2025 | 4 | +1 | 6.84K | $652,796 | +1 | — |
| Q1 2025 | 1 | +1 | 8.63K | $793,962 | +1 | — |
| Q3 2024 | 2 | +2 | 22.82K | $2.18M | +2 | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 862.57K | -0.7% | $87.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 378.66K | +14.6% | $38.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 378.66K | +14.6% | $38.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 221.99K | -3.2% | $22.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 221.99K | -3.2% | $22.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 221.99K | -3.2% | $22.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 210.50K | -3.7% | $21.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 210.50K | -3.7% | $21.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 210.50K | -3.7% | $21.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 121.60K | +4.5% | $12.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 108.22K | +5.2% | $11.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 108.22K | +5.2% | $11.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 89.16K | +18.0% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 89.16K | +18.0% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 89.16K | +18.0% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 82.06K | +2.7% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 73.19K | +45.4% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 54.80K | -1.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 45.49K | -1.0% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 36.41K | -19.1% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 31.74K | -17.9% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Franklin Resources Inc | 28.70K | 0.0% | $2.93M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 28.67K | جديد | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 28.67K | جديد | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 28.57K | +3.8% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 28.57K | +3.8% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 20.23K | +978.2% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 15.79K | +2.9% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 13.71K | +44.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Creative Planning | 13.15K | +5.4% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 12.25K | -10.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 12.25K | -10.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 10.38K | جديد | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 9.98K | 0.0% | $1.02M | 0.0% | Held | 4 | SEC ↗ |
| 35 | Corient Private Wealth LP | 9.40K | -19.7% | $958,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 8.80K | -4.4% | $897,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 8.60K | -21.3% | $876,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 8.60K | -21.3% | $876,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 6.84K | -7.7% | $696,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Captrust Financial Advisors | 6.58K | 0.0% | $671,225 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 6.24K | -0.2% | $636,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 6.24K | -0.2% | $636,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 6.24K | -0.2% | $636,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cibc World Market Inc. | 4.75K | -15.0% | $484,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 3.46K | +37.4% | $353,285 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 2.53K | جديد | $257,730 | 0.0% | New | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 2.48K | -1.4% | $252,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.14K | 0.0% | $217,766 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.14K | 0.0% | $217,766 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.14K | 0.0% | $217,766 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.14K | 0.0% | $217,766 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Cerity Partners LLC | 2.12K | -10.9% | $215,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 1.14K | 0.0% | $115,815 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 936 | 0.0% | $95,482 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Cwm, Llc | 418 | +109.0% | $42,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 202 | -41.6% | $20,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 130 | -85.2% | $13,254 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 100 | 0.0% | $10,224 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Susquehanna International… | $2.92M | 0.0% |
| Susquehanna International… | $2.92M | 0.0% |
| Goldman Sachs Group | $1.06M | 0.0% |
| Citadel Advisors | $257,730 | 0.0% |
تم الخروج
| Lido Advisors, LLC | $252,127 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 163 المالكون, 6.31M الأسهم, $640.51M 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: Q1 2026 ·
المنهجية ·
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