Запись по ценной бумаге · архивный квартал
IYC
ожидается загрузка профиля
53Отслеживаемые держатели
+2Δ держателей
5.64MАкций в держании
$582.14MОтчётная стоимость
+2Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.9% ·
поток акций -0.9% ·
новые чистые позиции +3.8%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | -1 | 3.87M | $391.76M | +3 | −4 |
| Q1 2026 | 55 | +2 | 4.08M | $394.90M | +8 | −6 |
| Q4 2025 | 53 | +2 | 5.64M | $582.14M | +2 | — |
| Q3 2025 | 9 | 0 | 1.41M | $148.08M | +1 | −1 |
| Q2 2025 | 6 | +2 | 52.83K | $5.26M | +3 | −1 |
| Q1 2025 | 2 | +2 | 58.57K | $5.17M | +2 | — |
| Q3 2024 | 3 | 0 | 15.48K | $1.36M | +2 | −2 |
| Q2 2024 | 3 | — | 25.07K | $2.04M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 961.13K | -9.7% | $99.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 961.13K | -9.7% | $99.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 961.13K | -9.7% | $99.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 961.13K | -9.7% | $99.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 885.37K | — | $91.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 885.37K | — | $91.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 885.37K | — | $91.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 885.37K | — | $91.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Manufacturers Life Insurance… | 605.10K | — | $62.40M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 551.40K | — | $56.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 551.40K | — | $56.87M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 551.40K | — | $56.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 414.85K | — | $42.78M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 366.51K | — | $37.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 366.51K | — | $37.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 273.89K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 273.89K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 273.89K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 273.89K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 273.89K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 273.89K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 216.31K | — | $22.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 216.31K | — | $22.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 216.31K | — | $22.31M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | LPL Financial LLC | 187.40K | — | $19.33M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 164.90K | — | $17.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 164.90K | — | $17.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 164.90K | — | $17.01M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 154.16K | — | $15.90M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 154.16K | — | $15.90M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 154.16K | — | $15.90M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 143.70K | +35.6% | $14.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 111.61K | -5.0% | $11.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 111.61K | -5.0% | $11.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 52.17K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 52.17K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 47.16K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 38.74K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 38.55K | Новый | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (пассивный) | 38.25K | -13.4% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | BlackRock ✦ (пассивный) | 38.25K | -13.4% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Commonwealth Equity Services, Llc | 37.90K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 36.58K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 36.58K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 30.97K | -44.0% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 30.97K | -44.0% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 30.97K | -44.0% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cetera Investment Advisers | 28.55K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Jane Street Group, Llc | 25.97K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Corient Private Wealth LP | 24.66K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Corient Private Wealth LP | 24.66K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Corient Private Wealth LP | 24.66K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 20.92K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 18.59K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mariner, LLC | 18.59K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 16.33K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 16.33K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 16.33K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 14.53K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 13.30K | +0.3% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Creative Planning | 13.03K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Truist Financial Corp | 12.48K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Truist Financial Corp | 12.48K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 10.94K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Point72 Asset Management ✦ | 10.76K | Новый | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 66 | Chevy Chase Trust Holdings, LLC | 7.92K | — | $817,203 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cwm, Llc | 6.99K | — | $721,000 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Citigroup Inc | 6.43K | — | $663,157 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Marshall Wace ✦ | 6.13K | +24.3% | $631,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Marshall Wace ✦ | 6.13K | +24.3% | $631,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 5.25K | — | $541,845 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Mercer Global Advisors Inc /Adv | 5.22K | — | $538,382 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 4.25K | — | $438,199 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Blair William & Co/Il | 3.97K | — | $409,818 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 3.56K | — | $373,017 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 3.62K | — | $372,840 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 3.58K | — | $368,695 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Renaissance Technologies ✦ | 3.20K | -31.9% | $330,016 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Financial Engines Advisors L.L.C. | 3.17K | — | $326,406 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 2.73K | -15.6% | $280,991 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 2.73K | -15.6% | $280,991 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Lido Advisors, LLC | 2.54K | — | $262,760 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Northern Trust Corp | 2.53K | — | $260,506 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 2.36K | — | $243,779 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 2.36K | — | $243,779 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 2.36K | — | $243,779 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Captrust Financial Advisors | 2.24K | — | $231,217 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | National Bank Of Canada /Fi/ | 1.32K | — | $136,478 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 883 | — | $91,090 | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $3.98M | 0.0% |
| Point72 Asset Management | $1.11M | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 251 держатели, 7.38M акции, $605.98M 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: Q4 2025 ·
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