PTY
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.9% ·
pay akışı +4.9% ·
net yeni pozisyonlar -3.0%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 18.49M | $222.42M | +2 | −3 |
| Q1 2026 | 35 | -3 | 17.64M | $212.76M | +2 | −5 |
| Q4 2025 | 38 | +1 | 16.44M | $212.11M | +1 | — |
| Q3 2025 | 2 | -1 | 2.62M | $37.89M | — | −1 |
| Q2 2025 | 2 | +1 | 57.65K | $801,883 | +1 | — |
| Q4 2024 | 1 | 0 | 34.64K | $497,777 | +1 | −1 |
| Q3 2024 | 1 | +1 | 65.54K | $943,149 | +1 | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 2.72M | +0.2% | $32.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.65M | -3.5% | $31.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.60M | +0.6% | $31.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.60M | +0.6% | $31.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.45M | +14.5% | $29.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.45M | +14.5% | $29.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 1.49M | +7.9% | $17.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 1.49M | +7.9% | $17.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 1.30M | +12.9% | $15.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 949.38K | +13.4% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 931.88K | +14.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 931.88K | +14.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 441.51K | -3.8% | $5.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 336.24K | +7.8% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 336.24K | +7.8% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 309.62K | +7.5% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 260.45K | +12.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 260.45K | +12.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 257.09K | +313.7% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 176.46K | +0.7% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 176.46K | +0.7% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 127.52K | +84.5% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 105.32K | -0.7% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 102.91K | Yeni | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 77.65K | -40.5% | $934,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 66.21K | +11.2% | $796,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 60.52K | -71.1% | $728,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 60.52K | -71.1% | $728,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 52.53K | +27.1% | $631,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 52.53K | +27.1% | $631,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 51.65K | -15.7% | $621,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Captrust Financial Advisors | 40.14K | -62.4% | $482,936 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 31.25K | +4.8% | $375,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 30.34K | +59.0% | $364,948 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nomura Holdings Inc | 20.00K | +35.1% | $240,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 19.03K | -11.2% | $228,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Corient Private Wealth LP | 15.47K | Yeni | $186,109 | 0.0% | New | 1 | SEC ↗ |
| 44 | BlackRock ✦ (pasif) | 13.16K | 0.0% | $158,315 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 98 | -83.6% | $1,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Citadel Advisors | $1.24M | 0.0% |
| Corient Private Wealth LP | $186,109 | 0.0% |
Çıkıldı
| Lido Advisors, LLC | $373,467 | idi 0.0% |
| Northern Trust Corp | $293,745 | idi 0.0% |
| Jones Financial Companies Lllp | $23,380 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 220 sahipler, 33.42M hisseler, $377.81M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.