LEMB
ожидается загрузка профиля
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.9% ·
поток акций +30.0% ·
новые чистые позиции +2.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -5 | 7.49M | $317.75M | +3 | −8 |
| Q1 2026 | 47 | +10 | 7.28M | $297.14M | +12 | −2 |
| Q4 2025 | 36 | +1 | 6.13M | $254.88M | +2 | −1 |
| Q3 2025 | 5 | -1 | 318.16K | $13.11M | — | −1 |
| Q2 2025 | 5 | 0 | 277.41K | $11.20M | — | — |
| Q1 2025 | 3 | +2 | 33.31K | $1.25M | +2 | — |
| Q4 2024 | 1 | -1 | 9.87K | $356,271 | — | −1 |
| Q3 2024 | 2 | +1 | 27.00K | $1.04M | +1 | — |
| Q2 2024 | 1 | — | 9.87K | $351,838 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.37M | +1643.0% | $140.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 3.37M | +1643.0% | $140.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 3.37M | +1643.0% | $140.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 3.37M | +1643.0% | $140.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 655.34K | — | $27.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 655.34K | — | $27.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 655.34K | — | $27.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 655.34K | — | $27.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 655.34K | — | $27.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 277.31K | — | $11.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 276.62K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Principal Financial Group Inc | 220.00K | — | $9.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 182.18K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 182.18K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 182.18K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 179.36K | — | $7.46M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 179.36K | — | $7.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Franklin Resources Inc | 162.58K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Franklin Resources Inc | 162.58K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 139.08K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 139.08K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 134.62K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 134.62K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northern Trust Corp | 90.35K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northern Trust Corp | 90.35K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 78.07K | +80.8% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 59.56K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 36.12K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 35.35K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 30.00K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Julius Baer & Co. Ltd, Zurich | 27.39K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 25.71K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 25.71K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 25.31K | +15.6% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 25.31K | +15.6% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 19.63K | — | $816,019 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 19.08K | Новый | $793,114 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 17.20K | Новый | $715,156 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 17.20K | Новый | $715,156 | 0.0% | New | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 14.92K | — | $620,349 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 14.92K | — | $620,349 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fisher Asset Management ✦ | 10.25K | +3.9% | $426,258 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Federated Hermes, Inc. | 8.95K | — | $372,176 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 8.73K | — | $362,865 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 5.86K | — | $243,776 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 5.86K | — | $243,776 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Truist Financial Corp | 5.49K | — | $228,037 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Hrt Financial Lp | 5.16K | — | $214,000 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mirae Asset Global Investments Co.… | 3.30K | — | $137,181 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citigroup Inc | 3.14K | — | $130,571 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 2.88K | — | $119,649 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 873 | — | $36,291 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 873 | — | $36,291 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 205 | — | $8,522 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 71 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 57 | — | $2,350 | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $793,114 | 0.0% |
| JPMorgan Chase | $715,156 | 0.0% |
| JPMorgan Chase | $715,156 | 0.0% |
Закрыто
| D. E. Shaw & Co. | $2.05M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 126 держатели, 12.88M акции, $511.80M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.