Catatan efek · kuartal yang diarsipkan
PFM
nama menunggu ingest profil
45Pemegang yang dilacak
+3Δ pemegang
5.29MSaham yang dipegang
$269.95MNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.1% ·
aliran saham -1.4% ·
posisi baru bersih +6.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 67.70K | Baru | $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 | Baru | $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 | Baru | $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 ✦ (pasif) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (pasif) | 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 | Baru | $27,947 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 173 | -38.4% | $8,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Ameriprise Financial Inc | $906,056 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API