Catatan efek · kuartal yang diarsipkan
MTBA
nama menunggu ingest profil
31Pemegang yang dilacak
+2Δ pemegang
8.14MSaham yang dipegang
$402.74MNilai yang dilaporkan
+6Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.9% ·
aliran saham -1.3% ·
posisi baru bersih +6.5%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 47.62K | $2.24M | n/a | n/a |
| Q2 2026 | 29 | 0 | 7.63M | $374.32M | +3 | −4 |
| Q1 2026 | 31 | +2 | 8.14M | $402.74M | +6 | −4 |
| Q4 2025 | 29 | 0 | 8.25M | $415.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 363.12K | $18.28M | +1 | −1 |
| Q2 2025 | 1 | 0 | 9.27K | $464,485 | n/a | n/a |
| Q1 2025 | 1 | 0 | 63.18K | $3.17M | n/a | n/a |
| Q4 2024 | 1 | 0 | 132.70K | $6.59M | n/a | n/a |
| Q3 2024 | 1 | 0 | 15.61K | $803,551 | n/a | n/a |
| Q2 2024 | 1 | n/a | 35.33K | $1.78M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.47M | +8.9% | $122.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.67M | -2.4% | $82.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Mml Investors Services, Llc | 1.63M | -7.0% | $80.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 582.64K | +3.8% | $28.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 291.79K | +15.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Bank of New York Mellon Corp | 261.01K | +0.8% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Commonwealth Equity Services, Llc | 227.65K | +4.4% | $11.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 175.94K | -49.9% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 155.24K | +20.2% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 145.76K | +4.2% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Tidal Investments LLC | 112.75K | -61.3% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 86.00K | +4.2% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 83.59K | +91.5% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | First Manhattan Co. Llc. | 50.00K | 0.0% | $2.47M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 28.09K | +649.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 27.66K | +7.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 23.63K | +26.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 22.77K | -27.4% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 20.27K | +94.9% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 14.46K | Baru | $715,217 | 0.0% | New | 1 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 13.45K | Baru | $665,065 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cibc World Market Inc. | 9.84K | -1.5% | $486,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 6.33K | Baru | $313,082 | 0.0% | New | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 6.09K | -4.4% | $301,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 4.68K | 0.0% | $231,572 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 4.32K | Baru | $213,716 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 4.22K | Baru | $208,870 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 4.16K | Baru | $205,556 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 973 | -19.4% | $48,126 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 174 | 0.0% | $8,606 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 114 | 0.0% | $5,638 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Corient Private Wealth LP | $715,217 | 0.0% |
| Quantinno Capital Management… | $665,065 | 0.0% |
| Fifth Third Bancorp | $313,082 | 0.0% |
| Raymond James Financial Inc | $213,716 | 0.0% |
| Susquehanna International… | $208,870 | 0.0% |
| UBS Group AG | $205,556 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $592,570 | adalah 0.0% |
| Cetera Investment Advisers | $242,214 | adalah 0.0% |
| Pnc Financial Services Group… | $14,316 | adalah 0.0% |
| Assetmark, Inc | $8,066 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 154 pemegang, 21.95M saham, $1.07B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
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