PFM
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +4.5% ·
pay akışı -1.1% ·
net yeni pozisyonlar +4.3%
— formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | -1.8% | $100.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 910.25K | -1.0% | $50.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 910.25K | -1.0% | $50.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 231.53K | +11.0% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 225.10K | +3.7% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 225.10K | +3.7% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 99.58K | -0.7% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 85.97K | -0.8% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 85.29K | -6.6% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 77.04K | -7.6% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 75.67K | -3.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 75.53K | -6.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 75.53K | -6.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 56.78K | +0.7% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 33.05K | +31.1% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 23.18K | -3.3% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 22.98K | +5.5% | $1.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Lido Advisors, LLC | 17.24K | 0.0% | $956,165 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 15.15K | +58.2% | $840,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 14.71K | -78.3% | $815,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 14.71K | -78.3% | $815,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 12.15K | 0.0% | $673,716 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 12.04K | +0.2% | $667,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 11.68K | -34.7% | $647,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Stifel Financial Corp | 11.29K | -3.8% | $626,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Captrust Financial Advisors | 10.30K | 0.0% | $571,458 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Creative Planning | 10.29K | -4.3% | $570,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Allspring Global Investments… | 9.85K | +75.9% | $548,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 9.24K | +6.2% | $512,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 7.37K | -11.9% | $408,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | First Manhattan Co. Llc. | 6.40K | 0.0% | $354,908 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Charles Schwab Investment… | 5.81K | -9.1% | $322,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 5.65K | 0.0% | $313,262 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 4.15K | -3.4% | $232,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Hrt Financial Lp | 4.14K | Yeni | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | BlackRock ✦ (pasif) | 3.98K | 0.0% | $220,574 | 0.0% | Held | 3 | SEC ↗ |
| 60 | BlackRock ✦ (pasif) | 3.98K | 0.0% | $220,574 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $159,209 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $159,209 | 0.0% | Held | 3 | SEC ↗ |
| 63 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $143,567 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Blair William & Co/Il | 2.34K | Yeni | $129,930 | 0.0% | New | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 1.11K | 0.0% | $61,610 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Citigroup Inc | 1.02K | Yeni | $56,563 | 0.0% | New | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 547 | 0.0% | $30,334 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 173 | 0.0% | $9,594 | 0.0% | Held | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Hrt Financial Lp | $229,000 | 0.0% |
| Blair William & Co/Il | $129,930 | 0.0% |
| Citigroup Inc | $56,563 | 0.0% |
Çıkıldı
| Mariner, LLC | $3.58M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 134 sahipler, 7.55M hisseler, $382.34M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.