سجل الورقة المالية · ربع مؤرشف
PFFD
الاسم في انتظار استيعاب الملف الشخصي
48الحاملون المتتبعون
0Δ المساهمون
28.81Mالأسهم المحتفظ بها
$538.41Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -4.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.08M | -4.2% | $94.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 5.08M | -4.2% | $94.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.08M | -4.2% | $94.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 3.40M | -5.8% | $63.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.80M | -2.2% | $52.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.80M | -2.2% | $52.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.80M | -2.2% | $52.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.80M | -2.2% | $52.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.53M | -1.3% | $47.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.53M | -1.3% | $47.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 2.52M | +12.1% | $47.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Lido Advisors, LLC | 1.73M | +5.1% | $32.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 1.73M | +5.1% | $32.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 1.73M | +5.1% | $32.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 1.73M | +5.1% | $32.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 1.47M | +17.4% | $27.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Sei Investments Co | 1.27M | +13.6% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 1.11M | +6.5% | $20.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 1.11M | +6.5% | $20.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 943.08K | +9.4% | $17.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 665.42K | +17.7% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 665.42K | +17.7% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 663.80K | -1.8% | $12.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 640.24K | +54.0% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 571.98K | -0.6% | $10.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 571.98K | -0.6% | $10.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 571.98K | -0.6% | $10.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 571.98K | -0.6% | $10.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 476.03K | +8.1% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 394.59K | +4.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 394.59K | +4.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 365.71K | -57.6% | $6.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 265.58K | +14.1% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 262.36K | -14.1% | $4.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 209.23K | +14.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 209.23K | +14.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 209.23K | +14.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cibc World Market Inc. | 206.18K | +138.1% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 179.60K | -1.1% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 116.97K | +3.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 116.97K | +3.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 109.71K | -22.1% | $2.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 109.71K | -22.1% | $2.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 109.71K | -22.1% | $2.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 102.38K | +3.8% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 80.51K | +255.7% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 79.86K | +33.9% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 74.86K | -95.3% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 57.46K | +3.8% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Captrust Financial Advisors | 56.25K | +5.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Fifth Third Bancorp | 54.58K | +78.6% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Mirae Asset Global Investments Co.… | 47.45K | -7.3% | $886,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 45.36K | +108.8% | $847,816 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Northwestern Mutual Wealth… | 39.07K | -45.0% | $730,256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Wealthfront Advisers LLC | 33.66K | +94.9% | $629,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Mariner, LLC | 27.11K | -51.1% | $506,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 26.72K | +4.6% | $499,472 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 58 | Corient Private Wealth LP | 26.70K | جديد | $499,123 | 0.0% | New | 1 | SEC ↗ |
| 59 | First Manhattan Co. Llc. | 26.34K | -14.9% | $492,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 21.04K | -13.8% | $393,168 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Stifel Financial Corp | 13.26K | -11.2% | $247,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 12.56K | 0.0% | $234,690 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 12.56K | 0.0% | $234,690 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 12.56K | 0.0% | $234,690 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Blair William & Co/Il | 5.25K | 0.0% | $98,123 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.94K | -39.3% | $36,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 1.94K | -39.3% | $36,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 891 | +45.6% | $16,644 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 69 | Simplex Trading, Llc | 879 | +76.2% | $16,428 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Us Bancorp \De\ | 250 | جديد | $4,673 | 0.0% | New | 1 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 95 | 0.0% | $1,773 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Corient Private Wealth LP | $499,123 | 0.0% |
| Us Bancorp \De\ | $4,673 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $2.21M | كان 0.0% |
| TD Waterhouse Canada Inc. | $36,760 | 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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API