سجل الورقة المالية · ربع مؤرشف
PEY
الاسم في انتظار استيعاب الملف الشخصي
37الحاملون المتتبعون
+1Δ المساهمون
12.73Mالأسهم المحتفظ بها
$272.50Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.8% ·
تدفق الأسهم -9.0% ·
المراكز الجديدة الصافية +2.7%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +5 | 12.76M | $295.97M | +5 | — |
| Q1 2026 | 37 | +1 | 12.73M | $272.50M | +4 | −3 |
| Q4 2025 | 35 | -2 | 13.95M | $284.37M | +1 | −3 |
| Q3 2025 | 7 | +1 | 2.72M | $57.36M | +1 | — |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | — |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | — | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | — | −1 |
| Q2 2024 | 3 | — | 72.94K | $1.43M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.55M | -7.2% | $97.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.55M | -7.2% | $97.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.55M | -7.2% | $97.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.39M | -1.6% | $51.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.39M | -1.6% | $51.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.39M | -1.6% | $51.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.36M | -25.7% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 914.65K | -0.7% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 914.65K | -0.7% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 637.95K | -0.7% | $13.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 637.95K | -0.7% | $13.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 637.95K | -0.7% | $13.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 412.55K | -6.8% | $8.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 325.62K | +9.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 325.62K | +9.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 325.62K | +9.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 325.62K | +9.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 258.00K | -61.7% | $5.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 254.81K | -3.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 254.81K | -3.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 254.81K | -3.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 254.81K | -3.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 255.61K | +1.7% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 204.47K | -4.5% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 152.73K | -4.7% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 152.73K | -4.7% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 134.20K | +2.9% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 133.05K | +9.4% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 106.52K | +2.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 91.45K | جديد | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 77.00K | +1078.4% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 75.14K | -9.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 51.46K | -16.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 45.88K | +130.8% | $982,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 45.88K | +130.8% | $982,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 43.45K | -0.1% | $930,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mariner, LLC | 43.45K | -0.1% | $930,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 35.55K | 0.0% | $761,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 35.55K | 0.0% | $761,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 32.90K | +17.3% | $704,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 32.42K | -19.8% | $699,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 31.46K | +28.1% | $673,924 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 30.18K | — | $646,420 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 30.18K | — | $646,420 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 19.22K | 0.0% | $411,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 19.19K | -5.0% | $411,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Truist Financial Corp | 18.92K | +7.0% | $405,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Truist Financial Corp | 18.92K | +7.0% | $405,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 13.01K | +6.5% | $278,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 13.01K | +6.5% | $278,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 11.70K | -50.6% | $248,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 11.70K | -50.6% | $248,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 11.70K | -50.6% | $248,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 11.70K | -50.6% | $248,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Focus Partners Wealth | 10.55K | -50.6% | $225,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | BlackRock ✦ (سلبي) | 800 | جديد | $17,140 | 0.0% | New | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 716 | جديد | $15,336 | 0.0% | New | 1 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 546 | -47.8% | $11,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Assetmark, Inc | 172 | 0.0% | $3,684 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Simplex Trading, Llc | 1 | جديد | $21 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Goldman Sachs Group | $1.96M | 0.0% |
| BlackRock | $17,140 | 0.0% |
| UBS AM, a distinct business… | $15,336 | 0.0% |
| Simplex Trading, Llc | $21 | 0.0% |
تم الخروج
| Stifel Financial Corp | $1.47M | كان 0.0% |
| D. E. Shaw & Co. | $777,507 | كان 0.0% |
| Bnp Paribas Financial Markets | $734 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 174 المالكون, 17.20M الأسهم, $359.56M 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: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API