سجل الورقة المالية · ربع مؤرشف
IYY
الاسم في انتظار استيعاب الملف الشخصي
54الحاملون المتتبعون
+2Δ المساهمون
2.34Mالأسهم المحتفظ بها
$371.11Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +3.8% ·
تدفق الأسهم +2.4% ·
المراكز الجديدة الصافية +3.7%
— 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 | 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 424.46K | -3.1% | $67.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 424.46K | -3.1% | $67.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 424.46K | -3.1% | $67.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 424.46K | -3.1% | $67.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 304.50K | -2.3% | $48.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 249.04K | +27.5% | $39.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 249.04K | +27.5% | $39.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 249.04K | +27.5% | $39.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 140.30K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 140.30K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 140.30K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 140.30K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 140.30K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 128.51K | -2.2% | $20.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 128.51K | -2.2% | $20.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 99.66K | -0.5% | $15.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 96.34K | +6.0% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 96.34K | +6.0% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 96.34K | +6.0% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 78.62K | +24.1% | $12.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 78.62K | +24.1% | $12.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 78.62K | +24.1% | $12.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 77.89K | +1.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 77.89K | +1.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 77.89K | +1.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 61.04K | -1.5% | $9.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 56.53K | -10.0% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 56.53K | -10.0% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 43.54K | -0.4% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 40.67K | -16.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 40.67K | -16.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 40.30K | +2.9% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 40.30K | +2.9% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 40.30K | +2.9% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Creative Planning | 37.97K | +3.2% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 36.38K | -32.3% | $5.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 35.99K | +6.1% | $5.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 30.23K | -4.5% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 30.23K | -4.5% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 30.23K | -4.5% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 29.54K | +8150.6% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 29.44K | -2.2% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 24.50K | -33.1% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 24.50K | -33.1% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 25.19K | +0.6% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 25.19K | +0.6% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 25.19K | +0.6% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 25.19K | +0.6% | $3.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Captrust Financial Advisors | 24.20K | +0.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Lido Advisors, LLC | 21.06K | -2.2% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Stifel Financial Corp | 20.04K | +2.8% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Stifel Financial Corp | 20.04K | +2.8% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Truist Financial Corp | 19.13K | -0.2% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 19.13K | -0.2% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 14.31K | -0.9% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Mariner, LLC | 13.47K | +7.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mariner, LLC | 13.47K | +7.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 13.37K | -3.6% | $2.12M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 12.99K | جديد | $2.06M | 0.0% | New | 1 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 12.36K | +149.5% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 10.32K | -11.3% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 10.06K | +3.3% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Brown Advisory Inc | 9.00K | 0.0% | $1.43M | 0.0% | Held | 2 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 8.14K | +11.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fayez Sarofim & Co | 8.00K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 7.56K | +19.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 5.87K | — | $930,722 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | National Bank Of Canada /Fi/ | 5.70K | -3.4% | $902,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Northern Trust Corp | 5.53K | 0.0% | $876,229 | 0.0% | Held | 2 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 5.42K | +15.2% | $865,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Corient Private Wealth LP | 4.28K | -41.8% | $677,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 4.20K | 0.0% | $665,648 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 4.20K | 0.0% | $665,648 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Northwestern Mutual Wealth… | 3.48K | +10.7% | $551,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Us Bancorp \De\ | 3.07K | -1.8% | $486,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 3.07K | -1.8% | $486,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Cwm, Llc | 2.89K | +4.3% | $457,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Quantinno Capital Management LP | 2.83K | -5.0% | $449,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 1.79K | جديد | $283,150 | 0.0% | New | 1 | SEC ↗ |
| 80 | BlackRock ✦ (سلبي) | 987 | +0.3% | $156,339 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Blair William & Co/Il | 910 | 0.0% | $144,190 | 0.0% | Held | 2 | SEC ↗ |
| 82 | Assetmark, Inc | 780 | 0.0% | $123,591 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Franklin Resources Inc | 200 | 0.0% | $31,690 | 0.0% | Held | 2 | SEC ↗ |
| 84 | Qube Research & Technologies Ltd | 88 | +8.6% | $13,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Citigroup Inc | 1 | جديد | $158 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $2.06M | 0.0% |
| UBS AM, a distinct business… | $283,150 | 0.0% |
| Citigroup Inc | $158 | 0.0% |
تم الخروج
| Simplex Trading, Llc | $154,700 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 276 المالكون, 3.73M الأسهم, $584.44M 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 ·
احصل على هذا عبر API