Catatan efek · kuartal yang diarsipkan
JVAL
nama menunggu ingest profil
29Pemegang yang dilacak
+2Δ pemegang
5.03MSaham yang dipegang
$294.90MNilai yang dilaporkan
+4Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.4% ·
aliran saham +16.5% ·
posisi baru bersih +6.9%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 1.15M | -3.9% | $67.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +76.2% | $66.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 580.54K | +3.8% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 580.54K | +3.8% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 293.79K | +188.4% | $17.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 293.79K | +188.4% | $17.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 174.60K | +29.7% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 174.60K | +29.7% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 167.24K | -4.4% | $9.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 163.77K | +6.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 155.81K | -11.4% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 138.20K | +7.5% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 117.92K | +0.1% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 117.92K | +0.1% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 102.76K | Baru | $6.03M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 84.61K | -42.5% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 84.61K | -42.5% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 41.41K | +6.8% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 35.09K | +10.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 35.09K | +10.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 21.14K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 27 | CIBC Bancorp USA Inc. | 21.14K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 20.58K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 18.61K | +11.5% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 17.66K | -18.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.66K | -18.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 10.64K | -0.4% | $624,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 10.64K | -0.4% | $624,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 9.20K | Baru | $539,195 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.59K | -3.1% | $269,002 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 4.46K | Baru | $261,327 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 2.79K | -2.8% | $163,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 1.03K | -1.5% | $60,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 961 | 0.0% | $56,353 | 0.0% | Held | 3 | SEC ↗ |
| 40 | UBS Group AG | 301 | 0.0% | $17,651 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 10 | Baru | $586 | 0.0% | New | 1 | SEC ↗ |
| 42 | Simplex Trading, Llc | 2 | -94.3% | $117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Mercer Global Advisors Inc… | $6.03M | 0.0% |
| Jane Street Group, Llc | $539,195 | 0.0% |
| Mml Investors Services, Llc | $261,327 | 0.0% |
| Russell Investments Group… | $586 | 0.0% |
Telah keluar
| Citadel Advisors | $1.32M | adalah 0.0% |
| Goldman Sachs Group | $500,766 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 152 pemegang, 10.32M saham, $481.51M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API