Запись по ценной бумаге · архивный квартал
LIT
ожидается загрузка профиля
49Отслеживаемые держатели
-6Δ держателей
3.85MАкций в держании
$286.41MОтчётная стоимость
+5Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -10.9% ·
поток акций -3.7% ·
новые чистые позиции -12.2%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | +8 | 3.70M | $289.35M | +10 | −2 |
| Q1 2026 | 49 | -6 | 3.85M | $286.41M | +5 | −11 |
| Q4 2025 | 55 | +2 | 4.00M | $259.55M | +2 | — |
| Q3 2025 | 6 | 0 | 445.84K | $25.35M | — | — |
| Q2 2025 | 3 | -2 | 71.35K | $2.74M | — | −2 |
| Q1 2025 | 4 | +1 | 113.81K | $4.42M | +1 | — |
| Q4 2024 | 3 | +1 | 157.14K | $6.41M | +2 | −1 |
| Q3 2024 | 2 | 0 | 93.04K | $4.06M | — | — |
| Q2 2024 | 2 | — | 110.40K | $4.28M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.24M | +0.2% | $92.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 340.42K | +36.8% | $25.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 340.42K | +36.8% | $25.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 340.42K | +36.8% | $25.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 340.42K | +36.8% | $25.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 315.78K | +8.5% | $23.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 246.14K | -7.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 246.14K | -7.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 246.14K | -7.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 246.14K | -7.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 246.14K | -7.4% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 209.42K | -2.4% | $15.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 169.48K | -9.7% | $12.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 163.23K | +38.2% | $12.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 163.23K | +38.2% | $12.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 163.23K | +38.2% | $12.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 163.23K | +38.2% | $12.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 114.40K | -61.4% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 108.82K | +2.2% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 108.82K | +2.2% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 108.82K | +2.2% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 108.82K | +2.2% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 102.42K | +7.9% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 102.42K | +7.9% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 102.42K | +7.9% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 99.02K | -3.1% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 75.81K | +29.3% | $5.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 42 | Cetera Investment Advisers | 71.80K | -21.9% | $5.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 63.67K | +4.8% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Raymond James Financial Inc | 63.67K | +4.8% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 58.43K | -5.4% | $4.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 55.99K | -12.7% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 55.99K | -12.7% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 55.99K | -12.7% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 55.99K | -12.7% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Mml Investors Services, Llc | 49.35K | -10.8% | $3.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 42.40K | +35.0% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Commonwealth Equity Services, Llc | 42.29K | -12.7% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Wealthfront Advisers LLC | 39.99K | +13.1% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 25.49K | -40.9% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 25.49K | -40.9% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Citigroup Inc | 19.41K | -21.9% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Citigroup Inc | 19.41K | -21.9% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.18K | -38.5% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 17.57K | -9.4% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 17.23K | -0.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Stifel Financial Corp | 16.27K | -1.9% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Stifel Financial Corp | 16.27K | -1.9% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Stifel Financial Corp | 16.27K | -1.9% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 13.74K | +47.4% | $988,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | HighTower Advisors, LLC | 12.68K | +5.8% | $943,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Truist Financial Corp | 12.19K | -0.3% | $906,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Truist Financial Corp | 12.19K | -0.3% | $906,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Mirae Asset Global Investments Co.… | 10.23K | -19.0% | $760,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Creative Planning | 7.88K | -0.7% | $585,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 7.12K | +20.4% | $529,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Millennium Management ✦ | 6.98K | Новый | $519,112 | 0.0% | New | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 6.81K | -1.1% | $506,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Us Bancorp \De\ | 6.81K | -1.1% | $506,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 6.14K | +0.5% | $456,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 6.14K | +0.5% | $456,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Cerity Partners LLC | 5.94K | -5.8% | $441,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Cerity Partners LLC | 5.94K | -5.8% | $441,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Cerity Partners LLC | 5.94K | -5.8% | $441,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Wealth Enhancement Advisory… | 5.26K | -41.2% | $390,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 5.13K | -23.8% | $381,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Focus Partners Wealth | 4.64K | -0.5% | $345,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 4.39K | +103.7% | $326,460 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Cwm, Llc | 4.39K | +7.4% | $326,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Lido Advisors, LLC | 4.29K | -36.5% | $318,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Baird Financial Group, Inc. | 3.20K | Новый | $237,920 | 0.0% | New | 1 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 3.20K | Новый | $237,920 | 0.0% | New | 1 | SEC ↗ |
| 87 | Captrust Financial Advisors | 3.06K | Новый | $227,189 | 0.0% | New | 1 | SEC ↗ |
| 88 | Fifth Third Bancorp | 1.64K | Новый | $121,859 | 0.0% | New | 1 | SEC ↗ |
| 89 | Barclays Plc | 1.61K | -76.2% | $119,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Barclays Plc | 1.61K | -76.2% | $119,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | TD Waterhouse Canada Inc. | 1.22K | +84.3% | $90,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Blair William & Co/Il | 787 | 0.0% | $58,509 | 0.0% | Held | 2 | SEC ↗ |
| 93 | BlackRock ✦ (пассивный) | 5 | Новый | $372 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Millennium Management | $519,112 | 0.0% |
| Baird Financial Group, Inc. | $237,920 | 0.0% |
| Baird Financial Group, Inc. | $237,920 | 0.0% |
| Captrust Financial Advisors | $227,189 | 0.0% |
| Fifth Third Bancorp | $121,859 | 0.0% |
| BlackRock | $372 | 0.0% |
Закрыто
| IMC-Chicago, LLC | $676,620 | составлял 0.0% |
| Hrt Financial Lp | $630,000 | составлял 0.0% |
| Amundi | $473,154 | составлял 0.0% |
| Jane Street Group, Llc | $348,298 | составлял 0.0% |
| Peak6 Llc | $323,652 | составлял 0.0% |
| Renaissance Technologies | $317,814 | составлял 0.0% |
| Squarepoint Ops LLC | $297,967 | составлял 0.0% |
| Mariner, LLC | $245,992 | составлял 0.0% |
| D. E. Shaw & Co. | $202,558 | составлял 0.0% |
| National Bank Of Canada /Fi/ | $151,339 | составлял 0.0% |
| Walleye Trading LLC | $42,418 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 275 держатели, 5.73M акции, $414.46M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
Получить через API