Scheda del titolo · trimestre archiviato
PTF
nome in attesa di acquisizione nel profilo
37Holder monitorati
+4Δ titolari
2.36MQuote detenute
$321.28MValore dichiarato
+8Nuove posizioni
−4Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +12.1% ·
flusso azionario +30.0% ·
nuove posizioni nette +10.8%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
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 | 37 | +4 | 2.36M | $321.28M | +8 | −4 |
| Q1 2026 | 34 | 0 | 1.61M | $139.08M | +3 | −3 |
| Q4 2025 | 34 | -2 | 1.54M | $117.86M | — | −2 |
| Q3 2025 | 6 | 0 | 350.83K | $26.25M | +1 | −1 |
| Q2 2025 | 3 | +1 | 97.92K | $6.69M | +1 | — |
| Q1 2025 | 1 | 0 | 3.53K | $208,247 | — | — |
| Q4 2024 | 1 | 0 | 2.62K | $189,890 | — | — |
| Q3 2024 | 1 | +1 | 6.54K | $414,959 | +1 | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 580.11K | +2.8% | $79.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 372.14K | +29.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 372.14K | +29.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 372.14K | +29.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 235.63K | +29.0% | $32.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 235.63K | +29.0% | $32.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 199.26K | +3378.8% | $27.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 164.13K | +218.1% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 164.13K | +218.1% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 147.13K | +52.6% | $20.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 147.13K | +52.6% | $20.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 101.20K | Nuovo | $13.79M | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 100.71K | +122.8% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 100.71K | +122.8% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 100.71K | +122.8% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 99.91K | +48.9% | $13.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 99.91K | +48.9% | $13.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 54.56K | +8.3% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 54.56K | +8.3% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 54.56K | +8.3% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 43.01K | +6.8% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 43.01K | +6.8% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 43.01K | +6.8% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 38.53K | +112.5% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 29.22K | +25.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 27.52K | +127.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 23.60K | +804.2% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 23.26K | +57.7% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 21.62K | +2.3% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 21.61K | Nuovo | $2.95M | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 17.45K | +22.8% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 13.68K | +38.8% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 8.62K | +24.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 6.91K | 0.0% | $941,493 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 4.97K | +1.4% | $677,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 4.06K | 0.0% | $553,691 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Mariner, LLC | 3.67K | 0.0% | $499,743 | 0.0% | Held | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 3.34K | 0.0% | $455,548 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.25K | -14.9% | $306,709 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.25K | -14.9% | $306,709 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.53K | 0.0% | $292,830 | 0.0% | Held | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 2.21K | -47.9% | $290,655 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.21K | -47.9% | $290,655 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.21K | -47.9% | $290,655 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Creative Planning | 1.87K | Nuovo | $255,172 | 0.0% | New | 1 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 1.60K | Nuovo | $218,096 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 900 | 0.0% | $122,679 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Us Bancorp \De\ | 524 | +1.2% | $71,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 441 | Nuovo | $60,113 | 0.0% | New | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 320 | Nuovo | $40,563 | 0.0% | New | 1 | SEC ↗ |
| 51 | Simplex Trading, Llc | 231 | Nuovo | $31,487 | 0.0% | New | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 9 | Nuovo | $1,227 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Two Sigma Investments | $13.79M | 0.0% |
| Truist Financial Corp | $2.95M | 0.0% |
| Creative Planning | $255,172 | 0.0% |
| D. E. Shaw & Co. | $218,096 | 0.0% |
| Bank Of Montreal /Can/ | $60,113 | 0.0% |
| TD Waterhouse Canada Inc. | $40,563 | 0.0% |
| Simplex Trading, Llc | $31,487 | 0.0% |
| Assetmark, Inc | $1,227 | 0.0% |
Uscito
| IMC-Chicago, LLC | $2.91M | era 0.0% |
| Bnp Paribas Financial Markets | $1.73M | era 0.0% |
| Jane Street Group, Llc | $493,779 | era 0.0% |
| Hrt Financial Lp | $324,000 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 106 detentori, 2.48M azioni, $203.73M 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.
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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