JVAL
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता -3.4% ·
शेयर प्रवाह +10.0% ·
नई शुद्ध पोजीशन -3.6%
· सूत्र
केंद्रित संचय: कम धारकों में बढ़ती हिस्सेदारी
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 41.66K | $2.45M | n/a | n/a |
| Q2 2026 | 28 | +2 | 5.01M | $293.69M | +4 | −3 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | n/a | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | n/a | n/a |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | n/a | n/a |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | n/a | n/a |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.77K | $399,341 | n/a | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.49M | +87.3% | $72.96M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 1.20M | +1.2% | $58.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 644.06K | -1.4% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 559.16K | +4.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Cerity Partners LLC | 175.95K | -64.9% | $8.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 175.00K | -0.1% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 154.44K | -8.9% | $7.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 134.58K | -6.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 128.60K | +22.7% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 117.86K | -8.0% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 101.86K | +5.3% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 38.80K | -0.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 31.69K | +71.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 27.01K | नया | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 21.56K | -46.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 21.14K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 20.53K | 0.0% | $1.00M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 16.68K | +94.8% | $815,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 10.68K | -0.5% | $521,993 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 10.25K | -87.7% | $500,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 4.73K | +14.4% | $231,241 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.87K | नया | $140,033 | 0.0% | New | 1 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 1.04K | -12.2% | $50,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 961 | 0.0% | $46,954 | 0.0% | Held | 2 | SEC ↗ |
| 27 | UBS Group AG | 301 | -67.7% | $14,707 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Simplex Trading, Llc | 35 | नया | $1,710 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Citadel Advisors | $1.32M | 0.0% |
| Fifth Third Bancorp | $140,033 | 0.0% |
| Simplex Trading, Llc | $1,710 | 0.0% |
बाहर निकला
| Mml Investors Services, Llc | $256,501 | था 0.0% |
| Wells Fargo & Company/Mn | $19,976 | था 0.0% |
| Russell Investments Group… | $883 | था 0.0% |
| Citigroup Inc | $49 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 152 धारक, 10.32M शेयर, $481.51M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।