Запись по ценной бумаге · архивный квартал
LPL
ожидается загрузка профиля
54Отслеживаемые держатели
+6Δ держателей
39.08MАкций в держании
$151.58MОтчётная стоимость
+8Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +12.5% ·
поток акций +30.0% ·
новые чистые позиции +11.1%
— формула
Широкое накопление — рост доли акций у большего 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 | +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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 4.18M | +2511.8% | $16.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 4.18M | +2511.8% | $16.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 853.60K | +6.1% | $3.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Barclays Plc | 490.00K | Новый | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 26 | Barclays Plc | 490.00K | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $52,753 | 0.0% | New | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 13.60K | Новый | $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 | Новый | $45,516 | 0.0% | New | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 5.89K | Новый | $22,845 | 0.0% | New | 1 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 5.89K | Новый | $22,845 | 0.0% | New | 1 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 1.54K | Новый | $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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| 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% |
Закрыто
| Arrowstreet Capital | $6.79M | составлял 0.0% |
| Citadel Advisors | $410,391 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 156 держатели, 43.83M акции, $169.45M 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 ·
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