سجل الورقة المالية · ربع مؤرشف
PRFZ
الاسم في انتظار استيعاب الملف الشخصي
51الحاملون المتتبعون
-1Δ المساهمون
12.83Mالأسهم المحتفظ بها
$588.46Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.9% ·
تدفق الأسهم +1.9% ·
المراكز الجديدة الصافية -2.0%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +7 | 13.01M | $724.91M | +7 | — |
| Q1 2026 | 51 | -1 | 12.83M | $588.46M | +2 | −3 |
| Q4 2025 | 51 | +2 | 12.58M | $578.27M | +2 | — |
| Q3 2025 | 5 | -1 | 1.54M | $70.08M | — | −1 |
| Q2 2025 | 4 | 0 | 71.00K | $2.89M | +1 | −1 |
| Q1 2025 | 2 | 0 | 13.24K | $501,153 | +1 | −1 |
| Q4 2024 | 2 | -1 | 140.10K | $5.83M | — | −1 |
| Q3 2024 | 3 | +1 | 67.75K | $2.81M | +1 | — |
| Q2 2024 | 2 | — | 72.09K | $2.75M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.38M | +3.5% | $63.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.05M | +2.0% | $48.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.05M | +2.0% | $48.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 1.03M | +3.5% | $47.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 931.08K | +36.6% | $42.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 931.08K | +36.6% | $42.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 703.46K | -10.3% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 703.46K | -10.3% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 703.46K | -10.3% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 412.08K | -28.8% | $19.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 359.43K | -24.0% | $16.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 359.43K | -24.0% | $16.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Invesco Ltd. | 359.43K | -24.0% | $16.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 294.62K | +0.4% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 294.62K | +0.4% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 252.48K | +0.4% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 243.47K | -5.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 243.47K | -5.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 243.47K | -5.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 226.85K | -0.5% | $10.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 159.69K | +7.2% | $7.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Creative Planning | 157.28K | +2.8% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Creative Planning | 157.28K | +2.8% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 150.47K | +6.8% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 150.47K | +6.8% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cerity Partners LLC | 120.62K | +0.1% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 120.62K | +0.1% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 120.62K | +0.1% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 115.50K | +4.1% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 112.39K | -4.1% | $5.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 97.71K | +38.3% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 82.87K | +6.5% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Commonwealth Equity Services, Llc | 81.47K | -68.5% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 78.93K | +1.9% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 78.93K | +1.9% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 57.95K | -59.9% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 55.59K | +11.5% | $2.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 54.46K | 0.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 54.46K | 0.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 54.46K | 0.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 52.22K | +7.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 48.85K | +34.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 48.85K | +34.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 48.85K | +34.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 47.07K | -14.8% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 33.30K | +581.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 33.19K | +4.1% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 28.48K | -1.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Corient Private Wealth LP | 24.26K | -48.0% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citigroup Inc | 20.10K | +0.2% | $921,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Northern Trust Corp | 18.42K | +11.9% | $844,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northern Trust Corp | 18.42K | +11.9% | $844,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | First Manhattan Co. Llc. | 15.65K | جديد | $717,957 | 0.0% | New | 1 | SEC ↗ |
| 67 | Wealthfront Advisers LLC | 15.46K | +19.7% | $709,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Lido Advisors, LLC | 14.99K | -43.1% | $687,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 13.91K | +645.9% | $638,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | BlackRock ✦ (سلبي) | 12.42K | +145.3% | $569,659 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | BlackRock ✦ (سلبي) | 12.42K | +145.3% | $569,659 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 72 | Cwm, Llc | 11.98K | +97.1% | $549,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Stifel Financial Corp | 8.43K | +3.2% | $386,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Stifel Financial Corp | 8.43K | +3.2% | $386,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Blair William & Co/Il | 7.12K | 0.0% | $326,672 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Brown Advisory Inc | 6.50K | -9.6% | $297,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | CIBC Bancorp USA Inc. | 6.47K | — | $296,779 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | CIBC Bancorp USA Inc. | 6.47K | — | $296,779 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 5.77K | +5.0% | $264,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 5.77K | +5.0% | $264,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Fifth Third Bancorp | 5.27K | جديد | $241,753 | 0.0% | New | 1 | SEC ↗ |
| 82 | Assetmark, Inc | 5.02K | -7.0% | $230,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 4.65K | 0.0% | $213,204 | 0.0% | Held | 2 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 4.65K | 0.0% | $213,204 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 1.34K | -20.4% | $61,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| First Manhattan Co. Llc. | $717,957 | 0.0% |
| Fifth Third Bancorp | $241,753 | 0.0% |
تم الخروج
| Citadel Advisors | $832,812 | كان 0.0% |
| Goldman Sachs Group | $706,889 | كان 0.0% |
| Truist Financial Corp | $225,505 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 317 المالكون, 23.30M الأسهم, $1.06B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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