سجل الورقة المالية · ربع مؤرشف
IYZ
الاسم في انتظار استيعاب الملف الشخصي
41الحاملون المتتبعون
-3Δ المساهمون
9.64Mالأسهم المحتفظ بها
$326.69Mالقيمة المُبلَّغ عنها
+0المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -6.8% ·
تدفق الأسهم -4.4% ·
المراكز الجديدة الصافية -7.3%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 15.29M | $646.91M | +8 | −6 |
| Q1 2026 | 46 | +5 | 11.04M | $434.00M | +9 | −4 |
| Q4 2025 | 41 | -3 | 9.64M | $326.69M | — | −3 |
| Q3 2025 | 9 | 0 | 2.99M | $96.33M | +1 | −1 |
| Q2 2025 | 6 | +2 | 509.34K | $15.17M | +2 | — |
| Q1 2025 | 2 | -2 | 214.46K | $5.87M | — | −2 |
| Q4 2024 | 4 | +2 | 188.40K | $5.05M | +2 | — |
| Q3 2024 | 2 | -2 | 62.76K | $1.59M | — | −2 |
| Q2 2024 | 4 | — | 365.72K | $7.94M | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citigroup Inc | 2.13M | — | $72.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.01M | -3.7% | $68.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.01M | -3.7% | $68.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.01M | -3.7% | $68.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.01M | -3.7% | $68.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.01M | -3.7% | $68.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.01M | -3.7% | $68.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.42M | — | $48.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.42M | — | $48.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.42M | — | $48.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 645.81K | — | $21.89M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 607.81K | — | $20.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 454.32K | +71.2% | $15.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 378.58K | — | $12.83M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 378.58K | — | $12.83M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 300.92K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 300.92K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 300.92K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 300.92K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 224.98K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 224.98K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 224.98K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 224.98K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 217.38K | — | $7.37M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 217.38K | — | $7.37M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 165.62K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 165.62K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Healthcare Of Ontario Pension Plan… | 163.50K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 105.60K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 105.60K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 83.99K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 76.99K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 74.19K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 71.06K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 71.06K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 70.47K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 61.67K | -41.4% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 61.67K | -41.4% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 61.67K | -41.4% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 58.09K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 58.09K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 58.09K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 46.60K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 39.61K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mariner, LLC | 37.55K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 32.58K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 25.13K | — | $852,033 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 23.77K | — | $805,970 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 18.28K | — | $619,621 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 17.40K | — | $589,771 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 14.25K | -18.8% | $483,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Lido Advisors, LLC | 12.73K | — | $430,524 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 9.94K | — | $336,943 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Blair William & Co/Il | 8.73K | — | $295,948 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 6.74K | — | $228,317 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | 1832 Asset Management L.P. | 6.43K | — | $217,841 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 4.80K | — | $162,720 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 3.43K | -29.7% | $116,334 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 3.43K | -29.7% | $116,334 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Cwm, Llc | 2.66K | — | $90,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 1.77K | — | $60,003 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | BlackRock ✦ (سلبي) | 1.64K | 0.0% | $55,732 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 500 | — | $16,950 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 500 | — | $16,950 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 412 | — | $13,967 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Millennium Management | $15.34M | كان 0.0% |
| Renaissance Technologies | $458,092 | كان 0.0% |
| D. E. Shaw & Co. | $440,525 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 174 المالكون, 18.17M الأسهم, $690.93M 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: Q4 2025 ·
المنهجية ·
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