سجل الورقة المالية · ربع مؤرشف
PFFD
الاسم في انتظار استيعاب الملف الشخصي
49الحاملون المتتبعون
0Δ المساهمون
30.13Mالأسهم المحتفظ بها
$554.30Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -1.6% · المراكز الجديدة الصافية 0.0% — الصيغة
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 | 48 | 0 | 28.81M | $538.41M | +2 | −2 |
| Q1 2026 | 49 | 0 | 30.13M | $554.30M | +5 | −5 |
| Q4 2025 | 48 | +1 | 30.50M | $577.59M | +1 | — |
| Q3 2025 | 5 | -1 | 4.72M | $91.64M | +1 | −2 |
| Q2 2025 | 4 | +1 | 126.08K | $2.37M | +1 | — |
| Q1 2025 | 2 | +1 | 37.90K | $721,521 | +1 | — |
| Q4 2024 | 1 | -1 | 21.30K | $415,641 | — | −1 |
| Q3 2024 | 2 | 0 | 160.43K | $3.33M | — | — |
| Q2 2024 | 2 | — | 27.56K | $542,361 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 3.61M | -6.1% | $66.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.56M | -4.3% | $47.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.56M | -4.3% | $47.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 2.25M | +34.2% | $41.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 1.58M | +4298.8% | $29.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.25M | +17.1% | $23.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 1.12M | +12.4% | $20.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 1.04M | +1.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 1.04M | +1.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 862.91K | -38.4% | $15.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 862.29K | +1.2% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 675.76K | -4.0% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 675.76K | -4.0% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 565.39K | +23.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 565.39K | +23.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 440.54K | +8.2% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 415.61K | -11.7% | $7.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 376.77K | -19.1% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 376.77K | -19.1% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 305.46K | -23.0% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 232.71K | -7.3% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 182.96K | +41.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 182.96K | +41.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 181.63K | جديد | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 140.87K | +5.4% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 140.87K | +5.4% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Jane Street Group, Llc | 119.94K | +129.1% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 113.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 113.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 108.28K | -92.4% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 98.64K | -7.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 86.60K | 0.0% | $1.59M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 71.06K | -55.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 59.65K | -2.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mariner, LLC | 55.45K | -10.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mariner, LLC | 55.45K | -10.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 55.35K | -0.1% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Captrust Financial Advisors | 53.17K | +268.8% | $978,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 51.21K | +89.7% | $942,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Manhattan Co. Llc. | 30.96K | جديد | $569,756 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 30.55K | جديد | $562,194 | 0.0% | New | 1 | SEC ↗ |
| 58 | Gotham Asset Management ✦ | 25.55K | +2.9% | $470,120 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 59 | Focus Partners Wealth | 24.40K | -26.8% | $449,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 22.64K | جديد | $416,521 | 0.0% | New | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 21.73K | 0.0% | $399,758 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 17.27K | -15.9% | $317,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Stifel Financial Corp | 14.94K | -23.8% | $274,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 5.25K | +92.2% | $96,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 2.00K | جديد | $36,760 | 0.0% | New | 1 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 612 | -13.3% | $11,263 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Simplex Trading, Llc | 499 | -3.5% | $9,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 95 | 0.0% | $1,745 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Baird Financial Group, Inc. | $3.34M | 0.0% |
| First Manhattan Co. Llc. | $569,756 | 0.0% |
| Fifth Third Bancorp | $562,194 | 0.0% |
| Citadel Advisors | $416,521 | 0.0% |
| TD Waterhouse Canada Inc. | $36,760 | 0.0% |
تم الخروج
| Corient Private Wealth LP | $1.04M | كان 0.0% |
| Renaissance Technologies | $319,390 | كان 0.0% |
| Hrt Financial Lp | $220,000 | كان 0.0% |
| Us Bancorp \De\ | $137,892 | كان 0.0% |
| Citigroup Inc | $76 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 278 المالكون, 64.59M الأسهم, $1.15B 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 ·
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