MMIT
ожидается загрузка профиля
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.5% ·
поток акций +15.8% ·
новые чистые позиции +6.1%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 28.11M | $684.67M | +3 | −1 |
| Q1 2026 | 32 | +1 | 24.27M | $585.16M | +3 | −2 |
| Q4 2025 | 31 | +1 | 21.25M | $517.06M | +1 | — |
| Q3 2025 | 3 | +1 | 2.92M | $70.87M | +1 | — |
| Q1 2025 | 1 | 0 | 51.10K | $1.22M | — | — |
| Q4 2024 | 1 | +1 | 63.88K | $1.53M | +1 | — |
| Q2 2024 | 1 | — | 24.67K | $596,448 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.60M | +6.3% | $160.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.60M | +6.3% | $160.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 6.60M | +6.3% | $160.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.84M | -0.2% | $93.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 3.33M | +1063.4% | $81.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.41M | +13.7% | $58.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.41M | +13.7% | $58.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.41M | +13.7% | $58.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 2.28M | +11.0% | $55.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 2.17M | +4.5% | $52.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 1.84M | -16.0% | $44.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mariner, LLC | 1.19M | -1.7% | $29.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 983.34K | +10.2% | $23.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 729.31K | +2.3% | $17.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 729.31K | +2.3% | $17.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 729.31K | +2.3% | $17.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 440.05K | +23.5% | $10.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 440.05K | +23.5% | $10.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 433.97K | +16.8% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 433.97K | +16.8% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 319.48K | +5.6% | $7.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 275.94K | +18.1% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 203.47K | -25.6% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 203.47K | -25.6% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 203.47K | -25.6% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 203.47K | -25.6% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 191.88K | +14.7% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 164.66K | -3.9% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 151.81K | -12.9% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 151.81K | -12.9% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 151.81K | -12.9% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 149.92K | -27.4% | $3.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 149.92K | -27.4% | $3.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 149.92K | -27.4% | $3.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 149.92K | -27.4% | $3.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 141.88K | +25.8% | $3.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 72.24K | -2.3% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Captrust Financial Advisors | 46.86K | +6.8% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 46.80K | +2.7% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 32.48K | 0.0% | $790,937 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 20.37K | +0.7% | $496,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 18.48K | -62.0% | $449,891 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 14.30K | Новый | $348,108 | 0.0% | New | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 4.56K | Новый | $111,012 | 0.0% | New | 1 | SEC ↗ |
| 45 | Assetmark, Inc | 4.37K | -0.1% | $106,483 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 1.56K | 0.0% | $37,986 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Us Bancorp \De\ | 923 | +0.9% | $22,491 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 889 | 0.0% | $21,647 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 25 | Новый | $609 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Quantinno Capital Management… | $348,108 | 0.0% |
| Wells Fargo & Company/Mn | $111,012 | 0.0% |
| Bnp Paribas Financial Markets | $609 | 0.0% |
Закрыто
| Jane Street Group, Llc | $644,351 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 158 держатели, 52.42M акции, $1.26B 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.