سجل الورقة المالية · ربع مؤرشف
IYZ
الاسم في انتظار استيعاب الملف الشخصي
47الحاملون المتتبعون
+2Δ المساهمون
15.29Mالأسهم المحتفظ بها
$646.91Mالقيمة المُبلَّغ عنها
+8المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.4% ·
تدفق الأسهم +30.0% ·
المراكز الجديدة الصافية +4.3%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
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 | 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.93M | جديد | $124.04M | 0.1% | New | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.24M | +25.4% | $94.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 2.03M | +18.1% | $86.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.92M | +3.0% | $81.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.17M | -28.6% | $49.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.17M | -28.6% | $49.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 962.93K | +4133.1% | $40.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 512.06K | +53.6% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 512.06K | +53.6% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citigroup Inc | 481.51K | -60.4% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 397.75K | +173.3% | $16.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 397.75K | +173.3% | $16.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 384.67K | +46.4% | $16.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 323.92K | -12.3% | $13.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 249.85K | +36.5% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 207.44K | -47.4% | $8.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 176.66K | جديد | $7.48M | 0.0% | New | 1 | SEC ↗ |
| 31 | Healthcare Of Ontario Pension Plan… | 163.50K | 0.0% | $6.92M | 0.0% | Held | 3 | SEC ↗ |
| 32 | IMC-Chicago, LLC | 148.02K | +568.7% | $6.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 147.56K | +345.3% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 132.37K | +148.1% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 85.80K | +3.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 85.80K | +3.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 78.59K | +1.9% | $3.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Jane Street Group, Llc | 77.90K | -33.9% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 50.24K | +200.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 50.24K | +200.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 42.68K | -5.7% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Envestnet Asset Management Inc | 42.46K | +132.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 40.42K | +2.1% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 37.58K | -2.9% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 35.53K | 0.0% | $1.50M | 0.0% | Held | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 33.17K | -43.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 33.17K | -43.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Captrust Financial Advisors | 31.31K | +19.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 28.65K | +17.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Baird Financial Group, Inc. | 20.28K | جديد | $858,089 | 0.0% | New | 1 | SEC ↗ |
| 56 | Tudor Investment Corp Et Al | 18.53K | جديد | $784,131 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 15.60K | -2.2% | $660,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Hrt Financial Lp | 14.03K | جديد | $593,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | Simplex Trading, Llc | 13.70K | +316.9% | $579,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Commonwealth Equity Services, Llc | 13.31K | -37.3% | $562,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 9.13K | +10.9% | $386,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Blair William & Co/Il | 8.78K | +0.2% | $371,407 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Northwestern Mutual Wealth… | 6.16K | -38.3% | $260,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 4.53K | +13.8% | $191,557 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 4.53K | +13.8% | $191,557 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | BlackRock ✦ (سلبي) | 1.67K | +1.7% | $70,742 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $21,156 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $21,156 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Assetmark, Inc | 115 | 0.0% | $4,866 | 0.0% | Held | 3 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 100 | 0.0% | $4,231 | 0.0% | Held | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 59 | جديد | $2,496 | 0.0% | New | 1 | SEC ↗ |
| 72 | Victory Capital Management Inc | 41 | جديد | $1,721 | 0.0% | New | 1 | SEC ↗ |
| 73 | Allspring Global Investments… | 23 | جديد | $932 | 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
| Focus Partners Wealth | $124.04M | 0.1% |
| D. E. Shaw & Co. | $7.48M | 0.0% |
| Baird Financial Group, Inc. | $858,089 | 0.0% |
| Tudor Investment Corp Et Al | $784,131 | 0.0% |
| Hrt Financial Lp | $593,000 | 0.0% |
| TD Waterhouse Canada Inc. | $2,496 | 0.0% |
| Victory Capital Management Inc | $1,721 | 0.0% |
| Allspring Global Investments… | $932 | 0.0% |
تم الخروج
| Citadel Advisors | $2.89M | كان 0.0% |
| Balyasny Asset Management L.P. | $1.78M | كان 0.0% |
| Mariner, LLC | $1.42M | كان 0.0% |
| Fisher Asset Management | $472,901 | كان 0.0% |
| Mirae Asset Global… | $157,280 | كان 0.0% |
| National Bank Of Canada /Fi/ | $96,334 | 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: Q2 2026 ·
المنهجية ·
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