سجل الورقة المالية · ربع مؤرشف
PFM
الاسم في انتظار استيعاب الملف الشخصي
45الحاملون المتتبعون
+3Δ المساهمون
5.29Mالأسهم المحتفظ بها
$269.95Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +7.1% ·
تدفق الأسهم -1.4% ·
المراكز الجديدة الصافية +6.7%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
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 | 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 | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.84M | +1.8% | $94.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 919.68K | +6.1% | $46.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 919.68K | +6.1% | $46.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 217.12K | +5.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 217.12K | +5.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 208.53K | +16.4% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 100.25K | -0.5% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 91.35K | -2.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 86.71K | -0.3% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 83.35K | -16.4% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 81.04K | +7.5% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 81.04K | +7.5% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 78.31K | -5.2% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 70.00K | +1.5% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 67.70K | جديد | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 67.70K | جديد | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 56.41K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 25.21K | -18.4% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 23.97K | +5.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 21.79K | +11.3% | $1.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 17.91K | جديد | $914,800 | 0.0% | New | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 17.24K | 0.0% | $880,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 12.15K | -12.5% | $620,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 12.01K | +8.0% | $613,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Stifel Financial Corp | 11.73K | +0.6% | $599,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Creative Planning | 10.76K | +4.5% | $549,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 10.30K | -1.1% | $526,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 9.58K | +67.7% | $489,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 8.71K | +101.0% | $444,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 8.37K | -5.3% | $427,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | First Manhattan Co. Llc. | 6.40K | 0.0% | $326,988 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 6.39K | -22.0% | $326,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 5.65K | جديد | $288,618 | 0.0% | New | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 5.60K | +250.0% | $286,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 4.30K | -56.9% | $220,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | BlackRock ✦ (سلبي) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (سلبي) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $146,685 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $146,685 | 0.0% | Held | 2 | SEC ↗ |
| 62 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $132,374 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 1.11K | +900.9% | $56,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Cwm, Llc | 689 | 0.0% | $35,202 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Fifth Third Bancorp | 547 | جديد | $27,947 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 173 | -38.4% | $8,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Susquehanna International… | $3.46M | 0.0% |
| Susquehanna International… | $3.46M | 0.0% |
| Goldman Sachs Group | $914,800 | 0.0% |
| Gotham Asset Management | $288,618 | 0.0% |
| Fifth Third Bancorp | $27,947 | 0.0% |
تم الخروج
| Ameriprise Financial Inc | $906,056 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 134 المالكون, 7.55M الأسهم, $382.34M 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 ·
احصل على هذا عبر API