سجل الورقة المالية
IYY
الاسم في انتظار استيعاب الملف الشخصي
53الحاملون المتتبعون
0Δ المساهمون
2.39Mالأسهم المحتفظ بها
$435.66Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +2.2% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (سلبي) | 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 | جديد | $704,000 | 0.0% | New | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 3.13K | جديد | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 3.13K | جديد | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 82 | Cerity Partners LLC | 3.13K | جديد | $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 ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| 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% |
تم الخروج
| Susquehanna International… | $1.96M | كان 0.0% |
| Citigroup Inc | $158 | 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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API