Запись по ценной бумаге · архивный квартал
QCLN
ожидается загрузка профиля
53Отслеживаемые держатели
+5Δ держателей
2.50MАкций в держании
$115.98MОтчётная стоимость
+6Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +10.4% ·
поток акций -4.0% ·
новые чистые позиции +9.4%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -1 | 3.62M | $221.70M | +2 | −3 |
| Q1 2026 | 53 | +5 | 2.50M | $115.98M | +6 | −1 |
| Q4 2025 | 47 | +1 | 2.50M | $111.43M | +2 | −1 |
| Q3 2025 | 6 | 0 | 706.20K | $29.63M | — | — |
| Q2 2025 | 3 | 0 | 54.19K | $1.77M | — | — |
| Q1 2025 | 2 | 0 | 90.43K | $2.59M | — | — |
| Q4 2024 | 2 | 0 | 81.44K | $2.76M | — | — |
| Q3 2024 | 2 | 0 | 76.07K | $2.73M | — | — |
| Q2 2024 | 2 | — | 61.98K | $2.11M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 414.32K | -17.4% | $19.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 414.32K | -17.4% | $19.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 414.32K | -17.4% | $19.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 414.32K | -17.4% | $19.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 342.77K | +17.0% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 342.77K | +17.0% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 260.56K | +3.9% | $12.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 249.75K | -7.5% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 249.75K | -7.5% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 249.75K | -7.5% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 165.93K | -7.5% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 165.93K | -7.5% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 165.93K | -7.5% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 165.93K | -7.5% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 120.69K | -2.7% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 120.69K | -2.7% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 101.50K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 101.50K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 76.44K | -7.9% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 75.80K | -51.2% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 60.68K | -13.7% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 59.29K | Новый | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 45.49K | +148.9% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 45.49K | +148.9% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 44.44K | -4.9% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 42.66K | -22.6% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 42.66K | -22.6% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 41.85K | -6.2% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 41.85K | -6.2% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 36.27K | -0.9% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealthfront Advisers LLC | 34.50K | +0.3% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 33.27K | +14.6% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 33.27K | +14.6% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 31.46K | -11.9% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 31.46K | -11.9% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 29.24K | -45.8% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 29.24K | -45.8% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 26.13K | -14.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 26.13K | -14.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 22.64K | -4.0% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 20.36K | -6.9% | $946,036 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 19.81K | -0.4% | $920,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 14.03K | -22.9% | $652,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 13.99K | +25.2% | $649,907 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 9.58K | -13.2% | $445,641 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 9.33K | Новый | $433,547 | 0.0% | New | 1 | SEC ↗ |
| 47 | Focus Partners Wealth | 9.07K | +0.1% | $421,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Creative Planning | 8.88K | -1.4% | $412,507 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Hrt Financial Lp | 8.79K | Новый | $408,000 | 0.0% | New | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 7.20K | +42.6% | $334,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citigroup Inc | 6.79K | +16.4% | $315,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 6.34K | -7.3% | $294,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Mariner, LLC | 5.29K | +3.7% | $245,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 4.97K | +27.9% | $230,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 5.27K | -19.3% | $230,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 5.27K | -19.3% | $230,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 5.27K | -19.3% | $230,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Jane Street Group, Llc | 4.84K | Новый | $224,775 | 0.0% | New | 1 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 4.49K | -64.6% | $208,743 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 4.26K | +4.8% | $198,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 4.26K | +4.8% | $198,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Fifth Third Bancorp | 3.61K | +10217.1% | $167,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 3.08K | +12.3% | $143,107 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 2.95K | -2.2% | $137,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 2.95K | -2.2% | $137,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 2.95K | -2.2% | $137,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 1.88K | -2.6% | $87,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 1.63K | 0.0% | $75,755 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 1.63K | 0.0% | $75,755 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 1.61K | +640.5% | $74,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 1.11K | 0.0% | $51,888 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 692 | 0.0% | $32,157 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Toronto Dominion Bank | 573 | Новый | $26,627 | 0.0% | New | 1 | SEC ↗ |
| 74 | BlackRock ✦ (пассивный) | 200 | 0.0% | $9,294 | 0.0% | Held | 2 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 191 | 0.0% | $8,876 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Assetmark, Inc | 176 | +76.0% | $8,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 121 | Новый | $5,527 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Goldman Sachs Group | $2.76M | 0.0% |
| Mercer Global Advisors Inc… | $433,547 | 0.0% |
| Hrt Financial Lp | $408,000 | 0.0% |
| Jane Street Group, Llc | $224,775 | 0.0% |
| Toronto Dominion Bank | $26,627 | 0.0% |
| National Bank Of Canada /Fi/ | $5,527 | 0.0% |
Закрыто
| Simplex Trading, Llc | $8,383 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 174 держатели, 3.21M акции, $143.38M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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