ROBT
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +6.5% ·
pay akışı -6.1% ·
net yeni pozisyonlar +6.1%
— formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay
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 | +2 | 4.38M | $246.58M | +4 | −2 |
| Q1 2026 | 32 | 0 | 4.68M | $215.88M | +4 | −4 |
| Q4 2025 | 32 | -1 | 4.59M | $237.92M | — | −1 |
| Q3 2025 | 4 | +1 | 558.59K | $29.54M | +1 | — |
| Q2 2025 | 2 | 0 | 5.59K | $269,810 | — | — |
| Q1 2025 | 1 | 0 | 5.48K | $223,034 | — | — |
| Q4 2024 | 1 | -1 | 5.48K | $246,999 | — | −1 |
| Q3 2024 | 2 | 0 | 69.86K | $3.06M | — | — |
| Q2 2024 | 2 | — | 68.43K | $2.90M | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 896.25K | +2.6% | $50.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 635.76K | -12.8% | $35.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 635.76K | -12.8% | $35.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 635.76K | -12.8% | $35.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 509.03K | +3.3% | $28.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 509.03K | +3.3% | $28.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 349.49K | -19.5% | $19.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 349.49K | -19.5% | $19.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 285.44K | +23.6% | $16.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 255.67K | +13.1% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 208.60K | -7.5% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 208.60K | -7.5% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 208.60K | -7.5% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 201.59K | +3.8% | $11.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 201.59K | +3.8% | $11.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 199.18K | +3.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 199.18K | +3.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 158.86K | -2.0% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 91.08K | +1.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 79.34K | +6.5% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 77.71K | +16.2% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 77.71K | +16.2% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 70.34K | -20.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 46.13K | +6.2% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 38.48K | -75.6% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 26.60K | -17.6% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 11.66K | -80.9% | $655,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 9.94K | Yeni | $558,973 | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 9.94K | Yeni | $558,973 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 7.69K | -44.0% | $432,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 7.13K | -6.6% | $400,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mariner, LLC | 7.06K | -61.5% | $397,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 6.20K | -46.7% | $348,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 4.14K | Yeni | $232,444 | 0.0% | New | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 3.83K | Yeni | $215,323 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.28K | -8.9% | $72,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 1.28K | -8.9% | $72,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.06K | +3.2% | $59,797 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.00K | -27.9% | $56,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 495 | -3.7% | $27,849 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 200 | -81.1% | $11,252 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 89 | Yeni | $4,821 | 0.0% | New | 1 | SEC ↗ |
| 47 | Simplex Trading, Llc | 19 | -60.4% | $1,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Creative Planning | $558,973 | 0.0% |
| Creative Planning | $558,973 | 0.0% |
| Wealth Enhancement Advisory… | $232,444 | 0.0% |
| HighTower Advisors, LLC | $215,323 | 0.0% |
| Jones Financial Companies Lllp | $4,821 | 0.0% |
Çıkıldı
| Citadel Advisors | $2.72M | idi 0.0% |
| Citigroup Inc | $48,237 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 170 sahipler, 6.61M hisseler, $291.70M 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.