Catatan efek · kuartal yang diarsipkan
PEY
nama menunggu ingest profil
37Pemegang yang dilacak
+1Δ pemegang
12.73MSaham yang dipegang
$272.50MNilai yang dilaporkan
+4Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.8% ·
aliran saham -9.0% ·
posisi baru bersih +2.7%
· 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 | 2 | +1 | 34.43K | $794,639 | +1 | −1 |
| Q2 2026 | 41 | +5 | 12.76M | $295.97M | +5 | n/a |
| 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 | n/a |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | n/a |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | n/a | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | n/a | −1 |
| Q2 2024 | 3 | n/a | 72.94K | $1.43M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.55M | -7.2% | $97.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.39M | -1.6% | $51.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.36M | -25.7% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 914.65K | -0.7% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 637.95K | -0.7% | $13.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 412.55K | -6.8% | $8.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 325.62K | +9.8% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Two Sigma Investments ✦ | 258.00K | -61.7% | $5.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Royal Bank Of Canada | 254.81K | -3.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 255.61K | +1.7% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 204.47K | -4.5% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 152.73K | -4.7% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 134.20K | +2.9% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 133.05K | +9.4% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 106.52K | +2.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 91.45K | Baru | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 77.00K | +1078.4% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 75.14K | -9.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 51.46K | -16.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 45.88K | +130.8% | $982,802 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 43.45K | -0.1% | $930,648 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 35.55K | 0.0% | $761,517 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Creative Planning | 32.90K | +17.3% | $704,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 32.42K | -19.8% | $699,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 31.46K | +28.1% | $673,924 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 30.18K | n/a | $646,420 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 19.22K | 0.0% | $411,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 19.19K | -5.0% | $411,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 18.92K | +7.0% | $405,261 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 13.01K | +6.5% | $278,659 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 11.70K | -50.6% | $248,593 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Focus Partners Wealth | 10.55K | -50.6% | $225,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (pasif) | 800 | Baru | $17,140 | 0.0% | New | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 716 | Baru | $15,336 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 546 | -47.8% | $11,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 172 | 0.0% | $3,684 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Simplex Trading, Llc | 1 | Baru | $21 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Stifel Financial Corp | $1.47M | adalah 0.0% |
| D. E. Shaw & Co. | $777,507 | adalah 0.0% |
| Bnp Paribas Financial Markets | $734 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 174 pemegang, 17.20M saham, $359.56M 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 ·
Dapatkan ini melalui API