Catatan efek · kuartal yang diarsipkan
PCEF
nama menunggu ingest profil
35Pemegang yang dilacak
+4Δ pemegang
14.55MSaham yang dipegang
$273.79MNilai yang dilaporkan
+6Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +12.9% ·
aliran saham -5.1% ·
posisi baru bersih +11.4%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 14.76M | $299.78M | +1 | −2 |
| Q1 2026 | 35 | +4 | 14.55M | $273.79M | +6 | −2 |
| Q4 2025 | 31 | +1 | 15.33M | $304.76M | +1 | — |
| Q3 2025 | 4 | 0 | 2.26M | $45.10M | — | — |
| Q2 2025 | 2 | 0 | 22.10K | $431,875 | — | — |
| Q1 2025 | 1 | 0 | 15.91K | $299,941 | — | — |
| Q4 2024 | 1 | +1 | 15.91K | $304,874 | +1 | — |
| Q2 2024 | 1 | — | 16.88K | $317,719 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 2.98M | -2.1% | $56.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 2.98M | -2.1% | $56.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.53M | +1.2% | $47.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.53M | +1.2% | $47.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.53M | +1.2% | $47.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.19M | +13.2% | $41.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.41M | -15.4% | $26.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.41M | -15.4% | $26.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 973.63K | -11.6% | $18.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 951.61K | +1.4% | $17.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 951.61K | +1.4% | $17.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 574.75K | -50.1% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 574.75K | -50.1% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 490.70K | -10.4% | $9.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 481.17K | +7.3% | $9.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 411.92K | -0.8% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 311.49K | +2.9% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 311.49K | +2.9% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 271.80K | +91.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 271.80K | +91.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 184.30K | -55.8% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 106.63K | +15.6% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 99.67K | +6.1% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 97.63K | +3.8% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 87.92K | -5.0% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 77.27K | -16.9% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 67.75K | +1.3% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 47.47K | Baru | $893,329 | 0.0% | New | 1 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 36.74K | 0.0% | $691,428 | 0.0% | Held | 6 | SEC ↗ |
| 30 | Truist Financial Corp | 34.25K | -36.4% | $644,599 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 30.77K | -11.6% | $579,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 27.58K | 0.0% | $519,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 21.20K | Baru | $398,909 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 18.15K | Baru | $359,758 | 0.0% | New | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 16.95K | Baru | $319,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $192,058 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $192,058 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $192,058 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.70K | +58.8% | $50,895 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Us Bancorp \De\ | 2.70K | 0.0% | $50,814 | 0.0% | Held | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 667 | +394.1% | $12,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 667 | +394.1% | $12,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Citigroup Inc | 256 | 0.0% | $4,818 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 137 | Baru | $2,578 | 0.0% | New | 1 | SEC ↗ |
| 45 | Simplex Trading, Llc | 61 | Baru | $1,148 | 0.0% | New | 1 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 57 | 0.0% | $1,073 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $893,329 | 0.0% |
| Fifth Third Bancorp | $398,909 | 0.0% |
| Cerity Partners LLC | $359,758 | 0.0% |
| Hrt Financial Lp | $319,000 | 0.0% |
| Assetmark, Inc | $2,578 | 0.0% |
| Simplex Trading, Llc | $1,148 | 0.0% |
Telah keluar
| Citadel Advisors | $402,292 | adalah 0.0% |
| Bnp Paribas Financial Markets | $3,837 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 121 pemegang, 19.39M saham, $359.70M 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 efek ini yang dilacak — berdasarkan 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 ·
Dapatkan ini melalui API