Запись по ценной бумаге · архивный квартал
IYY
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51Отслеживаемые держатели
0Δ держателей
2.28MАкций в держании
$378.28MОтчётная стоимость
+0Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -2.0% · новые чистые позиции 0.0% — формула
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 | 0 | 2.39M | $435.66M | +2 | −2 |
| Q1 2026 | 54 | +2 | 2.34M | $371.11M | +3 | −1 |
| Q4 2025 | 51 | 0 | 2.28M | $378.28M | — | — |
| Q3 2025 | 6 | -1 | 594.39K | $96.58M | — | −1 |
| Q2 2025 | 4 | 0 | 55.41K | $8.36M | — | — |
| Q1 2025 | 2 | 0 | 25.43K | $3.46M | — | — |
| Q4 2024 | 2 | +1 | 24.60K | $3.52M | +1 | — |
| Q3 2024 | 1 | 0 | 4.01K | $559,574 | +1 | −1 |
| Q2 2024 | 1 | — | 14.54K | $1.92M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 437.95K | -3.4% | $72.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 437.95K | -3.4% | $72.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 437.95K | -3.4% | $72.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 437.95K | -3.4% | $72.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 311.58K | — | $51.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 195.32K | — | $32.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 195.32K | — | $32.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 195.32K | — | $32.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 143.16K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 143.16K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 143.16K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 143.16K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 143.16K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 131.35K | — | $21.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 131.35K | — | $21.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 100.20K | — | $16.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 90.87K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 90.87K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 90.87K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 76.88K | — | $12.75M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 76.88K | — | $12.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 76.88K | — | $12.75M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 63.33K | — | $10.50M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 63.33K | — | $10.50M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 63.33K | — | $10.50M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 63.33K | — | $10.50M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 62.84K | — | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 61.98K | — | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 53.77K | — | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 48.56K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 48.56K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 43.71K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 39.17K | — | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 39.17K | — | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 39.17K | — | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 36.81K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 36.60K | -6.8% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 33.93K | -2.6% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 31.66K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 31.66K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 31.66K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 31.66K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Focus Partners Wealth | 30.11K | — | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 25.04K | -48.4% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 25.04K | -48.4% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 25.04K | -48.4% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 25.04K | -48.4% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Captrust Financial Advisors | 24.13K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Lido Advisors, LLC | 21.53K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 19.49K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Stifel Financial Corp | 19.49K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Truist Financial Corp | 19.17K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Truist Financial Corp | 19.17K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | HighTower Advisors, LLC | 14.45K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 13.87K | +19.8% | $2.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Mariner, LLC | 12.59K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Mariner, LLC | 12.59K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 11.64K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 9.74K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Brown Advisory Inc | 9.00K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Fayez Sarofim & Co | 8.00K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Corient Private Wealth LP | 7.35K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 7.35K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 7.30K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 6.33K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 5.90K | — | $977,546 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Northern Trust Corp | 5.53K | — | $916,929 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 4.96K | — | $821,589 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 4.71K | — | $780,114 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 4.20K | — | $696,568 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Baird Financial Group, Inc. | 4.20K | — | $696,568 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 3.15K | — | $521,684 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Us Bancorp \De\ | 3.13K | — | $518,653 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Us Bancorp \De\ | 3.13K | — | $518,653 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 2.98K | — | $494,943 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Cwm, Llc | 2.77K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | BlackRock ✦ (пассивный) | 984 | -85.9% | $163,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Simplex Trading, Llc | 933 | — | $154,700 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Blair William & Co/Il | 910 | — | $150,887 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Assetmark, Inc | 780 | — | $129,332 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Fifth Third Bancorp | 358 | — | $59,360 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Franklin Resources Inc | 200 | — | $33,162 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Qube Research & Technologies Ltd | 81 | — | $13,431 | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 276 держатели, 3.73M акции, $584.44M 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 ·
Методология ·
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