سجل الورقة المالية · ربع مؤرشف
OUSA
الاسم في انتظار استيعاب الملف الشخصي
37الحاملون المتتبعون
0Δ المساهمون
4.11Mالأسهم المحتفظ بها
$239.76Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -2.6% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 4.11M | $239.76M | +2 | −2 |
| Q1 2026 | 38 | 0 | 4.22M | $234.96M | +3 | −3 |
| Q4 2025 | 38 | 0 | 4.78M | $275.86M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.68M | $95.21M | — | — |
| Q2 2025 | 3 | +1 | 46.48K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | 0 | 4.00K | $212,880 | — | — |
| Q4 2024 | 1 | -1 | 4.00K | $212,480 | — | −1 |
| Q3 2024 | 2 | +1 | 29.77K | $1.61M | +1 | — |
| Q2 2024 | 1 | — | 9.26K | $459,632 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 524.95K | -1.7% | $30.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 300.57K | -6.0% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 262.88K | -3.0% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 262.88K | -3.0% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 183.55K | -2.4% | $10.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 183.55K | -2.4% | $10.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 174.74K | -6.5% | $10.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 174.74K | -6.5% | $10.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 146.30K | -24.8% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 146.30K | -24.8% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 123.60K | +26.6% | $7.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 66.41K | +2.5% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 60.67K | +5.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 53.60K | +9.9% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 42.85K | -44.9% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 35.16K | -2.5% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 35.16K | -2.5% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 27.69K | +9.6% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 23.04K | -20.3% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 23.04K | -20.3% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 20.94K | +0.8% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 19.34K | -0.3% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Hrt Financial Lp | 18.22K | جديد | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 17.53K | +89.1% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 15.86K | -15.0% | $924,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Citigroup Inc | 9.54K | جديد | $556,410 | 0.0% | New | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 9.31K | +0.5% | $542,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 8.73K | -0.2% | $509,531 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 8.10K | 0.0% | $472,473 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Creative Planning | 7.18K | -1.2% | $418,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 6.63K | -0.5% | $386,506 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 6.58K | +0.2% | $383,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 5.94K | -0.1% | $346,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.99K | +0.2% | $174,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 1.02K | 0.0% | $59,613 | 0.0% | Held | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 500 | 0.0% | $29,401 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 476 | +0.4% | $27,768 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (سلبي) | 416 | 0.0% | $24,265 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 403 | 0.0% | $23,507 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 91 | 0.0% | $5,288 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 91 | 0.0% | $5,288 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Hrt Financial Lp | $1.06M | 0.0% |
| Citigroup Inc | $556,410 | 0.0% |
تم الخروج
| Mariner, LLC | $548,245 | كان 0.0% |
| Russell Investments Group… | $1,559 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 132 المالكون, 6.06M الأسهم, $332.55M 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: Q2 2026 ·
المنهجية ·
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