PBW
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.4% ·
pay akışı -30.0% ·
net yeni pozisyonlar -2.4%
· formül
Geniş dağılım: azalan hisseler ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +2 | 4.03M | $157.05M | +4 | −3 |
| Q1 2026 | 41 | -1 | 3.83M | $121.03M | +3 | −4 |
| Q4 2025 | 42 | +2 | 6.49M | $198.34M | +2 | n/a |
| Q3 2025 | 7 | +2 | 1.43M | $41.37M | +2 | n/a |
| Q2 2025 | 2 | n/a | 6.63K | $132,119 | n/a | n/a |
| Q4 2024 | 2 | +1 | 71.50K | $1.43M | +1 | n/a |
| Q3 2024 | 1 | -1 | 77.62K | $1.55M | n/a | −1 |
| Q2 2024 | 2 | n/a | 154.73K | $3.12M | n/a | n/a |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.49M | +14.3% | $47.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Two Sigma Investments ✦ | 430.16K | -6.2% | $13.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 335.90K | -28.8% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Qube Research & Technologies Ltd | 276.14K | -23.4% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 210.28K | -28.8% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 184.71K | -50.5% | $5.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Truist Financial Corp | 127.67K | +652.5% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 91.52K | -71.4% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 90.61K | -70.3% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 80.41K | -14.3% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 75.81K | -34.7% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 72.29K | +322.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 53.64K | +272.7% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 43.16K | -70.2% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Commonwealth Equity Services, Llc | 41.81K | -2.1% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 36.67K | -72.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 27.33K | 0.0% | $863,075 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Wealthfront Advisers LLC | 21.46K | +1.2% | $677,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 21.23K | -47.2% | $670,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 16.36K | -35.2% | $516,807 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Cibc World Market Inc. | 16.36K | +4.3% | $516,586 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 15.79K | -49.5% | $501,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 9.82K | -73.2% | $310,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 9.41K | -1.4% | $297,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | IMC-Chicago, LLC | 9.19K | Yeni | $290,252 | 0.0% | New | 1 | SEC ↗ |
| 26 | Mariner, LLC | 8.49K | -0.1% | $268,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 6.73K | Yeni | $212,525 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 6.67K | Yeni | $210,513 | 0.0% | New | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 6.54K | -99.2% | $206,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 2.78K | -6.2% | $87,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (pasif) | 2.61K | -40.8% | $82,361 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Citigroup Inc | 2.37K | -99.5% | $74,718 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 1.70K | 0.0% | $53,622 | 0.0% | Held | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.75K | +15.3% | $52,580 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Pnc Financial Services Group, Inc. | 1.15K | 0.0% | $36,222 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 36 | National Bank Of Canada /Fi/ | 922 | -11.5% | $29,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 611 | +8.0% | $19,284 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Barclays Plc | 422 | -34.5% | $13,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 54 | -35.7% | $1,703 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 6 | -83.3% | $189 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 1 | 0.0% | $32 | 0.0% | Held | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| IMC-Chicago, LLC | $290,252 | 0.0% |
| Creative Planning | $212,525 | 0.0% |
| Fifth Third Bancorp | $210,513 | 0.0% |
Çıkıldı
| Millennium Management | $11.67M | idi 0.0% |
| Hrt Financial Lp | $1.55M | idi 0.0% |
| Mml Investors Services, Llc | $643,593 | idi 0.0% |
| Kayne Anderson Rudnick… | $3,822 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 143 sahipler, 5.01M hisseler, $155.84M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.