سجل الورقة المالية · ربع مؤرشف
LPL
الاسم في انتظار استيعاب الملف الشخصي
54الحاملون المتتبعون
+6Δ المساهمون
39.08Mالأسهم المحتفظ بها
$151.58Mالقيمة المُبلَّغ عنها
+8المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +12.5% ·
تدفق الأسهم +30.0% ·
المراكز الجديدة الصافية +11.1%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
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 | 56 | +3 | 69.72M | $271.27M | +7 | −4 |
| Q1 2026 | 54 | +6 | 39.08M | $151.58M | +8 | −2 |
| Q4 2025 | 47 | +1 | 28.21M | $118.76M | +1 | — |
| Q3 2025 | 14 | +3 | 13.96M | $72.88M | +3 | — |
| Q2 2025 | 8 | +4 | 1.03M | $3.53M | +5 | −1 |
| Q1 2025 | 2 | -3 | 737.30K | $2.29M | — | −3 |
| Q4 2024 | 5 | -1 | 774.07K | $2.38M | +1 | −2 |
| Q3 2024 | 5 | +1 | 343.09K | $1.39M | +1 | — |
| Q2 2024 | 4 | — | 494.59K | $2.04M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 15.14M | +41.7% | $58.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (سلبي) | 4.18M | +2511.8% | $16.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (سلبي) | 4.18M | +2511.8% | $16.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (سلبي) | 4.18M | +2511.8% | $16.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 3.34M | -9.2% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 3.34M | -9.2% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 3.34M | -9.2% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | American Century Companies Inc | 2.66M | +32.1% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Connor, Clark & Lunn Investment… | 1.82M | -25.4% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 1.33M | +270.4% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 1.25M | +110.8% | $4.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 1.25M | +110.8% | $4.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 1.25M | +110.8% | $4.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 941.01K | +87.0% | $3.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Creative Planning | 909.22K | +4839.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 909.22K | +4839.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 855.76K | +2640.2% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (سلبي) | 853.60K | +6.1% | $3.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Barclays Plc | 490.00K | جديد | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 26 | Barclays Plc | 490.00K | جديد | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 477.74K | -51.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Corient Private Wealth LP | 477.74K | -51.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 430.12K | +62.0% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 412.83K | +43.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | UBS Group AG | 412.83K | +43.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS Group AG | 412.83K | +43.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rhumbline Advisers | 389.90K | +28.8% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mariner, LLC | 372.73K | +44.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 372.73K | +44.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 336.33K | +98.5% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 336.33K | +98.5% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cerity Partners LLC | 336.33K | +98.5% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Point72 Asset Management ✦ | 323.14K | -16.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 320.24K | +37.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 320.24K | +37.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 320.24K | +37.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 320.24K | +37.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Simplex Trading, Llc | 301.70K | +10235.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 284.59K | +117.5% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 284.59K | +117.5% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 284.59K | +117.5% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | First Trust Advisors Lp | 229.72K | +135.3% | $891,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 176.40K | -67.3% | $684,432 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 151.46K | -11.0% | $567,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 151.46K | -11.0% | $567,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 151.46K | -11.0% | $567,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 151.46K | -11.0% | $567,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 151.46K | -11.0% | $567,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 151.46K | -11.0% | $567,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Group One Trading Llc | 143.66K | +6949.3% | $557,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Citigroup Inc | 128.94K | +32.7% | $500,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Citigroup Inc | 128.94K | +32.7% | $500,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 90.24K | +4.4% | $350,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 90.24K | +4.4% | $350,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Us Bancorp \De\ | 80.73K | +10678.0% | $313,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Us Bancorp \De\ | 80.73K | +10678.0% | $313,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 71.98K | +125.2% | $279,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 63.63K | +3.1% | $246,882 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 63.63K | +3.1% | $246,882 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 60.88K | +199.9% | $236,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 60.88K | +199.9% | $236,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Sei Investments Co | 55.76K | +46.4% | $216,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 50.75K | -54.2% | $196,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Schroder Investment Management Group | 52.08K | — | $195,308 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | HighTower Advisors, LLC | 46.95K | جديد | $182,178 | 0.0% | New | 1 | SEC ↗ |
| 72 | Cwm, Llc | 38.19K | +38.3% | $148,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Millennium Management ✦ | 32.95K | -95.8% | $127,830 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Commonwealth Equity Services, Llc | 27.80K | جديد | $107,860 | 0.0% | New | 1 | SEC ↗ |
| 75 | Blair William & Co/Il | 25.66K | +61.3% | $99,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 21.84K | -67.2% | $84,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 17.20K | +585.1% | $66,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Focus Partners Wealth | 16.78K | +54.0% | $65,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 14.88K | جديد | $57,731 | 0.0% | New | 1 | SEC ↗ |
| 80 | Cetera Investment Advisers | 14.58K | +18.8% | $56,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 13.60K | جديد | $52,753 | 0.0% | New | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 13.60K | جديد | $52,753 | 0.0% | New | 1 | SEC ↗ |
| 83 | Mercer Global Advisors Inc /Adv | 13.23K | +6.3% | $51,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Allspring Global Investments… | 11.46K | جديد | $45,516 | 0.0% | New | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 5.89K | جديد | $22,845 | 0.0% | New | 1 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 5.89K | جديد | $22,845 | 0.0% | New | 1 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 1.54K | جديد | $5,987 | 0.0% | New | 1 | SEC ↗ |
| 88 | Northwestern Mutual Wealth… | 1.41K | 0.0% | $5,486 | 0.0% | Held | 2 | SEC ↗ |
| 89 | Assetmark, Inc | 273 | -30.0% | $1,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Wells Fargo & Company/Mn | 251 | +37.2% | $975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 251 | +37.2% | $975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Royal Bank Of Canada | 3 | -99.4% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Barclays Plc | $1.90M | 0.0% |
| Barclays Plc | $1.90M | 0.0% |
| HighTower Advisors, LLC | $182,178 | 0.0% |
| Commonwealth Equity Services… | $107,860 | 0.0% |
| Mml Investors Services, Llc | $57,731 | 0.0% |
| Bank Of Montreal /Can/ | $52,753 | 0.0% |
| Bank Of Montreal /Can/ | $52,753 | 0.0% |
| Allspring Global Investments… | $45,516 | 0.0% |
| Rockefeller Capital… | $22,845 | 0.0% |
| Rockefeller Capital… | $22,845 | 0.0% |
| Jones Financial Companies Lllp | $5,987 | 0.0% |
تم الخروج
| Arrowstreet Capital | $6.79M | كان 0.0% |
| Citadel Advisors | $410,391 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 156 المالكون, 43.83M الأسهم, $169.45M 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 ·
احصل على هذا عبر API