Запись по ценной бумаге · архивный квартал
IWC
ожидается загрузка профиля
57Отслеживаемые держатели
0Δ держателей
2.26MАкций в держании
$452.19MОтчётная стоимость
+4Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -5.0% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 0 | 2.26M | $452.19M | +4 | −4 |
| Q1 2026 | 58 | +7 | 2.38M | $379.66M | +9 | −2 |
| Q4 2025 | 50 | -2 | 2.30M | $362.89M | — | −2 |
| Q3 2025 | 7 | 0 | 539.75K | $80.47M | — | — |
| Q2 2025 | 4 | +1 | 43.38K | $5.54M | +1 | — |
| Q1 2025 | 2 | -1 | 44.38K | $4.92M | — | −1 |
| Q4 2024 | 3 | 0 | 27.27K | $3.56M | — | — |
| Q3 2024 | 3 | 0 | 31.41K | $3.87M | — | — |
| Q2 2024 | 3 | — | 55.94K | $6.38M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 411.76K | -7.9% | $82.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 312.96K | -1.9% | $62.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 260.40K | +10.7% | $52.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 260.40K | +10.7% | $52.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 260.40K | +10.7% | $52.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 137.51K | +13.2% | $27.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 137.51K | +13.2% | $27.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 137.51K | +13.2% | $27.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 137.51K | +13.2% | $27.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 132.39K | +7.5% | $26.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 132.39K | +7.5% | $26.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 132.39K | +7.5% | $26.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 132.39K | +7.5% | $26.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 132.39K | +7.5% | $26.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Cetera Investment Advisers | 106.55K | -1.6% | $21.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 105.23K | -5.3% | $21.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 105.23K | -5.3% | $21.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 105.23K | -5.3% | $21.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Corient Private Wealth LP | 79.67K | -53.7% | $15.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 76.40K | +0.1% | $15.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 63.99K | +98346.1% | $12.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 57.96K | +2.2% | $11.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | LPL Financial LLC | 57.77K | -46.0% | $11.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 53.03K | -0.1% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 53.03K | -0.1% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 50.04K | +0.4% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 50.04K | +0.4% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 50.04K | +0.4% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 44.59K | +6.1% | $8.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 44.59K | +6.1% | $8.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 38.14K | -1.9% | $7.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 38.14K | -1.9% | $7.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 38.14K | -1.9% | $7.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | FIL Ltd | 31.27K | 0.0% | $6.26M | 0.0% | Held | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 30.36K | -32.8% | $6.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 27.25K | -24.4% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 24.56K | -24.8% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 24.56K | -24.8% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 20.63K | +5.4% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 20.63K | +5.4% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 18.63K | +46.7% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 12.98K | -26.9% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Focus Partners Wealth | 9.21K | +12.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 9.09K | +1.4% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 8.29K | +0.3% | $1.66M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 8.29K | +0.3% | $1.66M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 7.45K | +0.4% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mariner, LLC | 6.80K | -2.1% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Capstone Investment Advisors, Llc | 6.30K | Новый | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 6.07K | -64.4% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Captrust Financial Advisors | 5.67K | +4.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 5.48K | Новый | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 5.35K | +22.8% | $1.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 4.79K | +56.1% | $958,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 4.87K | -0.5% | $952,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 3.81K | -3.1% | $761,394 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | BlackRock ✦ (пассивный) | 2.29K | 0.0% | $458,379 | 0.0% | Held | 2 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 2.24K | +1.8% | $448,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Brown Advisory Inc | 1.90K | 0.0% | $379,676 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 1.87K | -10.5% | $374,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 1.87K | -10.5% | $374,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Northern Trust Corp | 1.80K | Новый | $360,272 | 0.0% | New | 1 | SEC ↗ |
| 63 | Stifel Financial Corp | 1.74K | -1.6% | $347,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Barclays Plc | 1.63K | Новый | $326,465 | 0.0% | New | 1 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 1.62K | +101.7% | $324,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | CIBC Bancorp USA Inc. | 1.54K | 0.0% | $307,361 | 0.0% | Held | 2 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 1.54K | 0.0% | $307,361 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 1.26K | +0.3% | $252,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 1.25K | -8.8% | $249,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Allspring Global Investments… | 947 | -0.4% | $188,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 891 | 0.0% | $178,235 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 891 | 0.0% | $178,235 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 842 | 0.0% | $168,434 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Blair William & Co/Il | 680 | +91.5% | $136,027 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 658 | -0.1% | $131,672 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Franklin Resources Inc | 555 | 0.0% | $111,022 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Us Bancorp \De\ | 170 | 0.0% | $34,007 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Fifth Third Bancorp | 96 | -75.5% | $19,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 57 | -81.2% | $11,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | TD Waterhouse Canada Inc. | 1 | 0.0% | $200 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capstone Investment Advisors… | $1.26M | 0.0% |
| Renaissance Technologies | $1.10M | 0.0% |
| Northern Trust Corp | $360,272 | 0.0% |
| Barclays Plc | $326,465 | 0.0% |
Закрыто
| Jane Street Group, Llc | $3.44M | составлял 0.0% |
| Bnp Paribas Financial Markets | $264,633 | составлял 0.0% |
| Simplex Trading, Llc | $259,366 | составлял 0.0% |
| Citigroup Inc | $160 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 265 держатели, 4.58M акции, $712.25M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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