Catatan efek · kuartal yang diarsipkan
PJUL
nama menunggu ingest profil
34Pemegang yang dilacak
+2Δ pemegang
7.73MSaham yang dipegang
$356.43MNilai yang dilaporkan
+4Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.2% ·
aliran saham -10.5% ·
posisi baru bersih +5.9%
· 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 | 434.53K | $20.43M | n/a | −1 |
| Q2 2026 | 27 | -5 | 7.56M | $358.84M | +1 | −7 |
| Q1 2026 | 34 | +2 | 7.73M | $356.43M | +4 | −2 |
| Q4 2025 | 32 | +1 | 8.63M | $400.95M | +1 | n/a |
| Q3 2025 | 2 | n/a | 1.45K | $66,165 | n/a | n/a |
| Q1 2025 | 2 | +1 | 20.82K | $836,716 | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.60K | $601,206 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.60K | $591,128 | +1 | −1 |
| Q2 2024 | 1 | n/a | 9.03K | $350,660 | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.16M | -3.3% | $146.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 699.93K | -2.8% | $32.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Blair William & Co/Il | 610.63K | -3.7% | $28.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 456.10K | +11.1% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 404.48K | -6.4% | $18.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 341.00K | -1.6% | $15.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 322.13K | -28.3% | $14.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Focus Partners Wealth | 320.83K | -12.4% | $14.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 272.67K | -14.1% | $12.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 269.84K | -13.3% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 249.50K | -10.0% | $11.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 147.23K | -23.9% | $6.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 146.53K | -2.8% | $6.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 79.17K | -85.3% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 44.77K | +288.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 36.65K | -4.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 23.64K | -2.8% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 21.09K | 0.0% | $969,638 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Creative Planning | 18.32K | Baru | $842,332 | 0.0% | New | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 16.81K | 0.0% | $772,584 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 16.79K | -34.5% | $771,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 15.04K | +7.9% | $691,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 12.21K | 0.0% | $561,269 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Neuberger Berman Group LLC | 10.16K | 0.0% | $466,938 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 9.27K | -50.0% | $426,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Hrt Financial Lp | 7.63K | Baru | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.54K | +0.4% | $300,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.83K | Baru | $222,023 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.12K | -7.5% | $96,024 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Barclays Plc | 600 | -46.3% | $27,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 583 | 0.0% | $26,799 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 551 | 0.0% | $25,328 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 299 | Baru | $13,744 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 35 | 0.0% | $1,609 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Creative Planning | $842,332 | 0.0% |
| Hrt Financial Lp | $350,000 | 0.0% |
| AQR Capital Management | $222,023 | 0.0% |
| Northwestern Mutual Wealth… | $13,744 | 0.0% |
Telah keluar
| Mariner, LLC | $541,745 | adalah 0.0% |
| UBS Group AG | $54,741 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 266 pemegang, 16.82M saham, $681.59M 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