Catatan efek · kuartal yang diarsipkan
PFM
nama menunggu ingest profil
42Pemegang yang dilacak
+1Δ pemegang
5.37MSaham yang dipegang
$276.34MNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.4% ·
aliran saham +2.7% ·
posisi baru bersih +2.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | +2 | 5.23M | $289.95M | +3 | −1 |
| Q1 2026 | 45 | +3 | 5.29M | $269.95M | +4 | −1 |
| Q4 2025 | 42 | +1 | 5.37M | $276.34M | +2 | −1 |
| Q3 2025 | 4 | 0 | 859.11K | $43.59M | — | — |
| Q2 2025 | 1 | -1 | 16.11K | $775,809 | — | −1 |
| Q1 2025 | 1 | +1 | 16.22K | $742,735 | +1 | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | — | $93.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 866.57K | — | $44.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 866.57K | — | $44.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 277.78K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 277.78K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 277.78K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 206.36K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 206.36K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasif) | 197.45K | Baru | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 179.17K | — | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 100.72K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 99.66K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 93.54K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 86.97K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 82.56K | — | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 75.41K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 68.96K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 56.83K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 56.83K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 56.83K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 56.79K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 30.90K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 22.66K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 19.58K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 17.59K | — | $906,056 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 17.24K | — | $875,097 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Brown Advisory Inc | 13.88K | — | $715,040 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Brown Advisory Inc | 13.88K | — | $715,040 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 12.91K | — | $665,252 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 12.91K | — | $665,252 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 12.91K | — | $665,252 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 11.66K | — | $600,719 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 11.12K | — | $572,694 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Captrust Financial Advisors | 10.42K | — | $536,524 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Creative Planning | 10.29K | — | $529,968 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 9.97K | — | $522,657 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 8.84K | — | $455,199 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Charles Schwab Investment… | 8.19K | — | $421,669 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | First Manhattan Co. Llc. | 6.40K | — | $329,630 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 5.71K | — | $294,121 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 4.33K | Baru | $223,015 | 0.0% | New | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.87K | — | $147,871 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.87K | — | $147,871 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 2.59K | — | $133,359 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Allspring Global Investments… | 1.60K | — | $83,168 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 689 | — | $35,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 281 | — | $14,473 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Assetmark, Inc | 111 | — | $5,717 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| BlackRock | $10.17M | 0.0% |
| Citadel Advisors | $223,015 | 0.0% |
Telah keluar
| Goldman Sachs Group | $2.18M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 134 pemegang, 7.55M saham, $382.34M 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 efek ini yang dilacak — berdasarkan 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API