Catatan efek · kuartal yang diarsipkan
RFG
nama menunggu ingest profil
30Pemegang yang dilacak
-1Δ pemegang
954.73KSaham yang dipegang
$61.57MNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.2% ·
aliran saham +7.7% ·
posisi baru bersih -3.3%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 954.73K | $61.57M | +1 | −2 |
| Q1 2026 | 32 | +3 | 886.77K | $48.61M | +3 | — |
| Q4 2025 | 29 | -1 | 910.31K | $47.76M | — | −1 |
| Q3 2025 | 5 | +1 | 264.19K | $13.46M | +1 | — |
| Q2 2025 | 1 | -1 | 6.66K | $324,822 | — | −1 |
| Q1 2025 | 1 | +1 | 10.94K | $479,369 | +1 | — |
| Q3 2024 | 1 | 0 | 12.23K | $601,595 | — | — |
| Q2 2024 | 1 | — | 13.99K | $682,061 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 228.91K | +2.4% | $14.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 228.91K | +2.4% | $14.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 225.86K | +24.4% | $14.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 79.51K | +16.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 79.51K | +16.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 48.13K | -3.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 48.13K | -3.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 42.82K | +3.0% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 40.21K | +92.5% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 40.21K | +92.5% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 36.58K | -0.9% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 36.58K | -0.9% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 29.78K | +5.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 29.78K | +5.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 26.79K | -0.8% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 25.38K | -4.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 25.38K | -4.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 24.68K | -21.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 23.87K | +67.3% | $1.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Corient Private Wealth LP | 22.16K | 0.0% | $1.43M | 0.0% | Held | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 18.54K | +4.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 10.31K | -0.8% | $665,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 9.54K | -5.3% | $586,318 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 8.72K | +60.9% | $548,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 8.15K | +1.8% | $525,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 7.33K | -53.1% | $472,682 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.68K | -1.5% | $430,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 6.68K | -1.5% | $430,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 5.18K | +1.5% | $334,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 4.85K | 0.0% | $312,971 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 4.64K | 0.0% | $299,217 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 4.31K | Baru | $278,026 | 0.0% | New | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 3.99K | -8.3% | $257,278 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Creative Planning | 3.86K | -1.9% | $248,981 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citigroup Inc | 1.72K | -21.3% | $110,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 878 | 0.0% | $56,658 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 878 | 0.0% | $56,658 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 859 | 0.0% | $55,431 | 0.0% | Held | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 500 | 0.0% | $31,735 | 0.0% | Held | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Focus Partners Wealth | $278,026 | 0.0% |
Telah keluar
| IMC-Chicago, LLC | $423,699 | adalah 0.0% |
| Susquehanna International… | $281,790 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 112 pemegang, 1.83M saham, $98.25M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API