سجل الورقة المالية · ربع مؤرشف
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39الحاملون المتتبعون
+4Δ المساهمون
31.36Mالأسهم المحتفظ بها
$1.83Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +11.4% ·
تدفق الأسهم -0.4% ·
المراكز الجديدة الصافية +10.3%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +1 | 29.92M | $2.14B | +2 | −1 |
| Q1 2026 | 39 | +4 | 31.36M | $1.83B | +6 | −2 |
| Q4 2025 | 35 | +2 | 31.47M | $1.88B | +2 | — |
| Q3 2025 | 4 | 0 | 316.15K | $19.68M | +1 | −1 |
| Q2 2025 | 2 | 0 | 20.05K | $1.09M | — | — |
| Q1 2025 | 1 | -2 | 21.97K | $1.02M | — | −2 |
| Q4 2024 | 3 | 0 | 55.11K | $2.80M | +2 | −2 |
| Q3 2024 | 3 | 0 | 42.71K | $2.11M | — | — |
| Q2 2024 | 3 | — | 78.36K | $3.61M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 29.59M | -0.7% | $1.73B | 3.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 247.47K | +0.6% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 247.47K | +0.6% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 247.47K | +0.6% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 228.08K | +1.0% | $13.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 152.23K | -2.9% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 142.50K | 0.0% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 142.50K | 0.0% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 134.08K | -19.6% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 117.40K | +3482.5% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 99.02K | +0.8% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 99.02K | +0.8% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 92.88K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 92.88K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 92.88K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 67.03K | +299.8% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 64.03K | -8.0% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 62.53K | +2.2% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 49.52K | +303.0% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 36.84K | +3.8% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 36.67K | -64.3% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 36.67K | -64.3% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 33.14K | +172.9% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 33.14K | +172.9% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 33.14K | +172.9% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 33.14K | +172.9% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 31.30K | +10.0% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 27.09K | -0.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 21.82K | جديد | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 17.76K | -4.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 13.46K | -8.8% | $787,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 13.46K | -8.8% | $787,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 12.66K | -9.6% | $740,503 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 12.46K | +28.8% | $728,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 10.80K | +14.9% | $631,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 10.38K | جديد | $606,940 | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 9.68K | +9.1% | $566,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Hrt Financial Lp | 8.38K | جديد | $489,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 7.18K | -81.1% | $419,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wealthfront Advisers LLC | 6.67K | +30.9% | $390,046 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | BlackRock ✦ (سلبي) | 3.89K | 0.0% | $227,712 | 0.0% | Held | 3 | SEC ↗ |
| 42 | BlackRock ✦ (سلبي) | 3.89K | 0.0% | $227,712 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.84K | -60.0% | $107,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 1.84K | -60.0% | $107,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 1.64K | 0.0% | $95,670 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 1.64K | 0.0% | $95,670 | 0.0% | Held | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.28K | +527.5% | $71,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.28K | +527.5% | $71,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.28K | +527.5% | $71,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.28K | +527.5% | $71,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 889 | +11.1% | $51,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 550 | جديد | $32,163 | 0.0% | New | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 329 | +2.5% | $19,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 250 | +79.9% | $14,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 156 | جديد | $9,134 | 0.0% | New | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 69 | جديد | $4,035 | 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
| Cerity Partners LLC | $1.28M | 0.0% |
| Susquehanna International… | $606,940 | 0.0% |
| Hrt Financial Lp | $489,000 | 0.0% |
| UBS AM, a distinct business… | $32,163 | 0.0% |
| Rockefeller Capital… | $9,134 | 0.0% |
| Fifth Third Bancorp | $4,035 | 0.0% |
تم الخروج
| Bnp Paribas Financial Markets | $1.79M | كان 0.0% |
| Russell Investments Group… | $3,464 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 151 المالكون, 35.25M الأسهم, $1.97B 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: Q1 2026 ·
المنهجية ·
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