سجل الورقة المالية
ROBO
الاسم في انتظار استيعاب الملف الشخصي
54الحاملون المتتبعون
-1Δ المساهمون
4.45Mالأسهم المحتفظ بها
$380.87Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.8% ·
تدفق الأسهم +7.7% ·
المراكز الجديدة الصافية -1.9%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -1 | 4.45M | $380.87M | +3 | −4 |
| Q1 2026 | 56 | +4 | 4.13M | $282.71M | +6 | −2 |
| Q4 2025 | 52 | 0 | 3.43M | $233.23M | — | — |
| Q3 2025 | 5 | -1 | 556.84K | $36.51M | — | −1 |
| Q2 2025 | 4 | 0 | 61.96K | $3.70M | — | — |
| Q1 2025 | 3 | +1 | 59.92K | $3.09M | +1 | — |
| Q4 2024 | 2 | 0 | 28.59K | $1.61M | — | — |
| Q3 2024 | 2 | -1 | 27.74K | $1.58M | — | −1 |
| Q2 2024 | 3 | — | 56.16K | $3.09M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 480.23K | -1.1% | $41.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 391.44K | +16.8% | $33.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 265.42K | +5.7% | $22.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 265.42K | +5.7% | $22.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 262.46K | +130.0% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 262.46K | +130.0% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 180.24K | -0.2% | $15.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 81.42K | +2.2% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 76.96K | +1.9% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 68.41K | +19.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 68.41K | +19.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 64.54K | +7.7% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 52.30K | -4.2% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citigroup Inc | 42.65K | +0.7% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 35.49K | -1.7% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 31.32K | +3.8% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 27.32K | +196.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 27.32K | +196.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 26.01K | +108.9% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 23.27K | +5.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Captrust Financial Advisors | 21.81K | +23.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 15.07K | +4.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Creative Planning | 15.07K | +4.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 13.80K | +43.1% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 13.00K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 13.00K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 13.00K | +17.7% | $1.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 12.10K | -0.2% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Millennium Management ✦ | 11.53K | -32.5% | $987,660 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Cibc World Market Inc. | 9.64K | +21.8% | $825,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 9.63K | -42.1% | $825,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 9.49K | +37.4% | $787,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Tidal Investments LLC | 8.70K | جديد | $744,899 | 0.0% | New | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Mariner, LLC | 7.28K | -28.3% | $623,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Fifth Third Bancorp | 7.14K | +52.2% | $611,270 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Brown Advisory Inc | 6.78K | جديد | $580,775 | 0.0% | New | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 6.10K | +91.6% | $522,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Lido Advisors, LLC | 5.74K | -71.6% | $491,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 4.84K | +4.6% | $414,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Baird Financial Group, Inc. | 4.84K | +4.6% | $414,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Truist Financial Corp | 4.54K | -28.1% | $388,468 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Truist Financial Corp | 4.54K | -28.1% | $388,468 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 3.85K | -39.5% | $329,791 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 3.47K | +267.1% | $297,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 3.47K | +267.1% | $297,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Financial Engines Advisors L.L.C. | 2.89K | -18.0% | $247,729 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 2.29K | 0.0% | $195,990 | 0.0% | Held | 3 | SEC ↗ |
| 77 | BlackRock ✦ (سلبي) | 2.10K | +72.3% | $180,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | BlackRock ✦ (سلبي) | 2.10K | +72.3% | $180,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Us Bancorp \De\ | 1.46K | 0.0% | $125,406 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Simplex Trading, Llc | 1.25K | +25.4% | $107,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Qube Research & Technologies Ltd | 697 | -97.3% | $59,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Assetmark, Inc | 475 | +533.3% | $40,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 150 | جديد | $12,300 | 0.0% | New | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 102 | -83.2% | $8,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Tidal Investments LLC | $744,899 | 0.0% |
| Brown Advisory Inc | $580,775 | 0.0% |
| Jones Financial Companies Lllp | $12,300 | 0.0% |
تم الخروج
| Susquehanna International… | $4.39M | كان 0.0% |
| Jane Street Group, Llc | $3.32M | كان 0.0% |
| Hrt Financial Lp | $913,000 | كان 0.0% |
| Optiver Holding B.V. | $41,269 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 262 المالكون, 7.35M الأسهم, $487.85M 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: Q2 2026 ·
المنهجية ·
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