Запись по ценной бумаге · архивный квартал
IYY
ожидается загрузка профиля
53Отслеживаемые держатели
0Δ держателей
2.39MАкций в держании
$435.66MОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +2.2% · 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 | 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 · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 336.06K | +10.4% | $61.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 124.31K | -3.3% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 124.31K | -3.3% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 102.63K | +152.3% | $18.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 102.63K | +152.3% | $18.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 61.83K | +1.3% | $11.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 56.27K | -43.5% | $10.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 44.05K | +1.2% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 38.17K | +6.0% | $6.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Creative Planning | 37.74K | -0.6% | $6.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 35.34K | -2.8% | $6.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 29.70K | +21.2% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 29.70K | +21.2% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 29.51K | -0.1% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Focus Partners Wealth | 29.47K | +0.1% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 25.69K | +6.1% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Stifel Financial Corp | 19.85K | -0.9% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 19.85K | -0.9% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Lido Advisors, LLC | 19.59K | -7.0% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 18.81K | +40.7% | $3.43M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 56 | Truist Financial Corp | 18.55K | -3.0% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Truist Financial Corp | 18.55K | -3.0% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 16.34K | +25.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 14.51K | +1.4% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Brown Advisory Inc | 12.78K | +42.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Brown Advisory Inc | 12.78K | +42.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Mariner, LLC | 11.88K | -11.9% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Mariner, LLC | 11.88K | -11.9% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 11.05K | +46.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 10.06K | 0.0% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 9.96K | -3.5% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 8.47K | +4.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Fayez Sarofim & Co | 8.00K | 0.0% | $1.46M | 0.0% | Held | 3 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 6.08K | +114.5% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | CIBC Bancorp USA Inc. | 5.92K | +0.8% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 5.70K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 72 | Northern Trust Corp | 5.43K | -1.8% | $989,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 5.42K | 0.0% | $985,809 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Corient Private Wealth LP | 4.81K | +12.5% | $876,697 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | BlackRock ✦ (пассивный) | 4.22K | +327.8% | $769,528 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 4.20K | 0.0% | $765,758 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 4.20K | 0.0% | $765,758 | 0.0% | Held | 3 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 3.91K | +12.3% | $712,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Hrt Financial Lp | 3.86K | Новый | $704,000 | 0.0% | New | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 3.13K | Новый | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 3.13K | Новый | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 82 | Cerity Partners LLC | 3.13K | Новый | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 83 | Us Bancorp \De\ | 3.07K | 0.0% | $559,964 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Us Bancorp \De\ | 3.07K | 0.0% | $559,964 | 0.0% | Held | 3 | SEC ↗ |
| 85 | UBS AM, a distinct business unit of… | 1.79K | 0.0% | $325,734 | 0.0% | Held | 2 | SEC ↗ |
| 86 | Blair William & Co/Il | 915 | +0.6% | $166,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Assetmark, Inc | 730 | -6.4% | $133,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Qube Research & Technologies Ltd | 207 | +135.2% | $37,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Franklin Resources Inc | 200 | 0.0% | $36,456 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $704,000 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
Закрыто
| Susquehanna International… | $1.96M | составлял 0.0% |
| Citigroup Inc | $158 | составлял 0.0% |
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: Q2 2026 ·
Методология ·
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