Запись по ценной бумаге · архивный квартал
RPG
ожидается загрузка профиля
57Отслеживаемые держатели
+7Δ держателей
9.29MАкций в держании
$433.57MОтчётная стоимость
+10Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +14.0% ·
поток акций -6.0% ·
новые чистые позиции +12.3%
— 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 | 55 | -1 | 9.37M | $597.22M | +2 | −3 |
| Q1 2026 | 57 | +7 | 9.29M | $433.57M | +10 | −3 |
| Q4 2025 | 49 | +1 | 9.78M | $456.62M | +2 | −1 |
| Q3 2025 | 6 | 0 | 2.15M | $102.66M | — | — |
| Q2 2025 | 3 | -1 | 50.76K | $2.32M | — | −1 |
| Q1 2025 | 2 | 0 | 47.13K | $1.80M | +1 | −1 |
| Q4 2024 | 2 | +1 | 66.26K | $2.73M | +1 | — |
| Q3 2024 | 1 | 0 | 30.61K | $1.20M | — | — |
| Q2 2024 | 1 | — | 109.11K | $4.07M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.33M | -5.0% | $62.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.33M | -5.0% | $62.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.33M | -5.0% | $62.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.33M | -5.0% | $62.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.05M | +2.9% | $48.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.00M | -2.5% | $46.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.00M | -2.5% | $46.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.00M | -2.5% | $46.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 903.98K | -2.2% | $42.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 903.98K | -2.2% | $42.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 903.98K | -2.2% | $42.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 592.22K | -5.9% | $27.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 480.91K | -12.9% | $22.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 480.91K | -12.9% | $22.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 480.91K | -12.9% | $22.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 429.46K | -8.3% | $20.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 429.46K | -8.3% | $20.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 344.38K | -0.6% | $16.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 337.82K | +3.1% | $15.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 337.82K | +3.1% | $15.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 352.69K | +7.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 352.69K | +7.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 352.69K | +7.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 352.69K | +7.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 330.11K | -14.7% | $15.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 330.11K | -14.7% | $15.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 330.11K | -14.7% | $15.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 256.81K | -7.0% | $12.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northern Trust Corp | 215.49K | Новый | $10.07M | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 172.55K | +35.5% | $8.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 145.43K | Новый | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 143.73K | +0.1% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 107.48K | -11.7% | $5.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 108.94K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 108.94K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 87.31K | -1.1% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 87.31K | -1.1% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 87.31K | -1.1% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Focus Partners Wealth | 84.21K | -6.2% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cetera Investment Advisers | 78.03K | -54.5% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 70.00K | -60.2% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 58.90K | +30.5% | $2.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Corient Private Wealth LP | 53.41K | -66.8% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 52.94K | +13.5% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Truist Financial Corp | 45.47K | +4.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 45.47K | +4.0% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Cwm, Llc | 43.22K | -1.1% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 36.86K | -9.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Stifel Financial Corp | 35.26K | +16.2% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 32.67K | -2.2% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Sei Investments Co | 25.55K | -13.4% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 23.52K | -14.6% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 23.00K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 21.05K | +17.5% | $962,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 20.20K | +90.9% | $944,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Lido Advisors, LLC | 20.17K | +48.9% | $942,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 19.08K | Новый | $891,612 | 0.0% | New | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 17.53K | +0.5% | $819,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 17.26K | -3.8% | $806,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Blair William & Co/Il | 15.26K | 0.0% | $713,439 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 13.19K | +37.3% | $616,472 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 12.16K | +65.8% | $568,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Citigroup Inc | 11.63K | -4.0% | $543,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 11.18K | 0.0% | $522,647 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Hrt Financial Lp | 10.97K | Новый | $512,000 | 0.0% | New | 1 | SEC ↗ |
| 66 | IMC-Chicago, LLC | 9.76K | Новый | $456,089 | 0.0% | New | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 8.79K | Новый | $410,938 | 0.0% | New | 1 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 7.50K | 0.0% | $350,503 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Baird Financial Group, Inc. | 5.52K | Новый | $258,005 | 0.0% | New | 1 | SEC ↗ |
| 70 | Financial Engines Advisors L.L.C. | 4.59K | Новый | $214,490 | 0.0% | New | 1 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 3.59K | 0.0% | $167,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 3.59K | 0.0% | $167,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | BlackRock ✦ (пассивный) | 2.25K | +200.0% | $105,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 2.24K | +2229.2% | $104,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Assetmark, Inc | 2.13K | 0.0% | $99,369 | 0.0% | Held | 2 | SEC ↗ |
| 76 | National Bank Of Canada /Fi/ | 400 | 0.0% | $18,696 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 265 | Новый | $12,386 | 0.0% | New | 1 | SEC ↗ |
| 78 | Simplex Trading, Llc | 36 | Новый | $1,682 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Northern Trust Corp | $10.07M | 0.0% |
| Two Sigma Investments | $6.80M | 0.0% |
| Point72 Asset Management | $891,612 | 0.0% |
| Hrt Financial Lp | $512,000 | 0.0% |
| IMC-Chicago, LLC | $456,089 | 0.0% |
| Fifth Third Bancorp | $410,938 | 0.0% |
| Baird Financial Group, Inc. | $258,005 | 0.0% |
| Financial Engines Advisors… | $214,490 | 0.0% |
| Russell Investments Group… | $12,386 | 0.0% |
| Simplex Trading, Llc | $1,682 | 0.0% |
Закрыто
| Hsbc Holdings Plc | $21.33M | составлял 0.0% |
| Susquehanna International… | $1.24M | составлял 0.0% |
| Qube Research & Technologies… | $760,196 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 281 держатели, 15.81M акции, $718.59M 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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