Запись по ценной бумаге · архивный квартал
PFFD
ожидается загрузка профиля
48Отслеживаемые держатели
0Δ держателей
28.81MАкций в держании
$538.41MОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -4.0% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Новый | $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 | Новый | $4,673 | 0.0% | New | 1 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 95 | 0.0% | $1,773 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Corient Private Wealth LP | $499,123 | 0.0% |
| Us Bancorp \De\ | $4,673 | 0.0% |
Закрыто
| Jane Street Group, Llc | $2.21M | составлял 0.0% |
| TD Waterhouse Canada Inc. | $36,760 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 278 держатели, 64.59M акции, $1.15B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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