Scheda del titolo · trimestre archiviato
PML
nome in attesa di acquisizione nel profilo
39Holder monitorati
0Δ titolari
13.36MQuote detenute
$101.66MValore dichiarato
+2Nuove posizioni
−2Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +7.0% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 13.36M | $101.66M | +2 | −2 |
| Q1 2026 | 39 | 0 | 12.49M | $94.52M | +4 | −4 |
| Q4 2025 | 39 | 0 | 10.79M | $81.46M | — | — |
| Q3 2025 | 1 | — | 1.99M | $15.74M | — | — |
| Q1 2025 | 1 | 0 | 11.84K | $95,936 | — | — |
| Q4 2024 | 1 | +1 | 14.13K | $114,336 | +1 | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.86M | +9.5% | $14.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.86M | +9.5% | $14.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.86M | +9.5% | $14.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Toronto Dominion Bank | 1.61M | -3.9% | $12.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.37M | -1.5% | $10.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.37M | -1.5% | $10.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Allspring Global Investments… | 1.14M | +29.7% | $8.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.08M | +30.5% | $8.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 924.06K | +17.1% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 620.02K | +3.8% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 558.89K | +3.2% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 552.38K | +17.3% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 492.00K | -14.6% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 492.00K | -14.6% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 337.95K | +84.8% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 337.95K | +84.8% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 336.27K | -40.3% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 311.41K | +1.1% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 260.83K | +13.3% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 260.83K | +13.3% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 260.83K | +13.3% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 260.83K | +13.3% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 254.97K | +4.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 254.97K | +4.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Lido Advisors, LLC | 235.79K | 0.0% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 214.40K | -0.7% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 169.48K | +0.3% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 152.42K | -1.8% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 119.93K | +113.7% | $912,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 98.35K | +88.9% | $748,423 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 95.11K | +12.4% | $723,749 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 81.62K | -5.0% | $621,144 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 81.62K | -5.0% | $621,144 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mariner, LLC | 68.62K | +374.8% | $522,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 66.24K | +15.5% | $504,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 60.17K | +39.9% | $457,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Nuveen, LLC | 57.06K | 0.0% | $434,249 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 46.48K | +8.1% | $353,720 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 36.02K | +20.0% | $274,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 25.54K | Nuovo | $194,321 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 20.92K | +6.5% | $159,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Nomura Holdings Inc | 20.00K | -20.0% | $152,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 16.15K | -33.8% | $122,894 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 16.15K | -33.8% | $122,894 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Hrt Financial Lp | 15.25K | +9.3% | $116,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 14.87K | -0.1% | $113,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Cerity Partners LLC | 14.87K | -0.1% | $113,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 13.07K | Nuovo | $99,493 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 5.70K | 0.0% | $43,377 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 1.11K | -30.8% | $8,462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 1 | -100.0% | $8 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Citadel Advisors | $194,321 | 0.0% |
| Mercer Global Advisors Inc… | $99,493 | 0.0% |
Uscito
| Sei Investments Co | $662,780 | era 0.0% |
| Assetmark, Inc | $7,858 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 154 detentori, 40.33M azioni, $294.26M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 az. @ 7.45 · $745
Vendite sul mercato aperto (S)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 az. · $736
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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