Catatan efek · kuartal yang diarsipkan
PID
nama menunggu ingest profil
38Pemegang yang dilacak
+3Δ pemegang
11.52MSaham yang dipegang
$256.49MNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +8.6% ·
aliran saham -4.8% ·
posisi baru bersih +7.9%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 132.89K | $2.88M | n/a | n/a |
| Q2 2026 | 37 | 0 | 11.58M | $257.25M | +1 | −1 |
| Q1 2026 | 38 | +3 | 11.52M | $256.49M | +4 | −1 |
| Q4 2025 | 35 | -1 | 12.10M | $266.31M | n/a | −1 |
| Q3 2025 | 4 | 0 | 3.54M | $75.38M | n/a | n/a |
| Q2 2025 | 2 | -1 | 23.93K | $490,664 | n/a | −1 |
| Q1 2025 | 2 | +2 | 74.96K | $1.43M | +2 | n/a |
| Q3 2024 | 1 | 0 | 18.60K | $367,908 | +1 | −1 |
| Q2 2024 | 1 | n/a | 31.89K | $571,540 | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.28M | -3.0% | $28.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 717.59K | +12.8% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 279.73K | +3.7% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 231.35K | +0.6% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 219.92K | +0.2% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 196.83K | +0.8% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 177.75K | -2.0% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 113.53K | -5.5% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Creative Planning | 109.89K | +2.7% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Cetera Investment Advisers | 106.42K | -7.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 88.31K | +0.4% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 62.06K | -50.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 60.89K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 45.59K | +0.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 36.02K | Baru | $801,371 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 29.79K | Baru | $662,800 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 16.51K | Baru | $367,305 | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 14.91K | +15.2% | $331,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 13.50K | Baru | $300,322 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 9.20K | +16.7% | $204,614 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 8.28K | -1.5% | $183,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 4.56K | 0.0% | $101,442 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 4.50K | -11.9% | $100,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 3.17K | -6.5% | $70,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 36 | Us Bancorp \De\ | 2.13K | -19.6% | $47,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 1.93K | 0.0% | $42,978 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 203 | +1591.7% | $4,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Jane Street Group, Llc | $801,371 | 0.0% |
| Citadel Advisors | $662,800 | 0.0% |
| Fifth Third Bancorp | $367,305 | 0.0% |
| Two Sigma Investments | $300,322 | 0.0% |
Telah keluar
| Qube Research & Technologies… | $462 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 156 pemegang, 17.53M saham, $381.93M 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 sekuritas ini yang dilacak: 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