سجل الورقة المالية · ربع مؤرشف
RVT
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
+1Δ المساهمون
24.65Mالأسهم المحتفظ بها
$455.29Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.6% ·
تدفق الأسهم +1.2% ·
المراكز الجديدة الصافية +2.5%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر 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 | 40 | +1 | 24.65M | $455.29M | +4 | −3 |
| Q1 2026 | 40 | +5 | 24.37M | $404.57M | +7 | −2 |
| Q4 2025 | 35 | -1 | 23.89M | $384.63M | — | −1 |
| Q3 2025 | 3 | +1 | 5.75M | $92.78M | +1 | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.05M | +3.7% | $111.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.05M | +3.7% | $111.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.90M | -3.4% | $109.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.09M | +9.1% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.09M | +9.1% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.09M | +9.1% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 2.40M | +5.2% | $44.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.65M | -2.7% | $30.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.65M | -2.7% | $30.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.65M | -2.7% | $30.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.64M | +0.9% | $30.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.64M | +0.9% | $30.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.64M | +0.9% | $30.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 848.25K | +2.8% | $15.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Lazard Asset Management Llc | 612.32K | 0.0% | $11.31M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 484.01K | +40.4% | $8.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 465.25K | -20.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 465.25K | -20.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 465.25K | -20.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Allspring Global Investments… | 287.28K | +51.9% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 249.03K | -3.2% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 200.82K | +12.9% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 121.63K | -7.2% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | First Trust Advisors Lp | 86.33K | +0.4% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 73.50K | +3.2% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 68.24K | +170.7% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 65.75K | -77.7% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 50.04K | -19.7% | $924,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 45.95K | +5.5% | $848,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 29.81K | -14.8% | $550,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 29.60K | +4.5% | $546,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 29.60K | +4.5% | $546,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Brown Advisory Inc | 28.74K | +11.5% | $530,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 22.45K | -6.5% | $415,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 21.09K | +9.6% | $389,541 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 18.09K | -64.7% | $334,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 15.99K | +2.5% | $295,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 15.73K | 0.0% | $290,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 15.42K | -37.9% | $284,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 13.15K | 0.0% | $242,807 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Truist Financial Corp | 12.75K | +6.8% | $235,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Invesco Ltd. | 11.73K | جديد | $216,727 | 0.0% | New | 1 | SEC ↗ |
| 50 | Sei Investments Co | 10.26K | جديد | $189,470 | 0.0% | New | 1 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 10.00K | جديد | $181,129 | 0.0% | New | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 3.70K | 0.0% | $68,357 | 0.0% | Held | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 3.07K | 0.0% | $56,721 | 0.0% | Held | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 407 | 0.0% | $7,521 | 0.0% | Held | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 292 | 0.0% | $5,376 | 0.0% | Held | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 292 | 0.0% | $5,376 | 0.0% | Held | 4 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 114 | +2180.0% | $2,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1 | جديد | $18 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Invesco Ltd. | $216,727 | 0.0% |
| Sei Investments Co | $189,470 | 0.0% |
| Wealth Enhancement Advisory… | $181,129 | 0.0% |
| Russell Investments Group… | $18 | 0.0% |
تم الخروج
| Creative Planning | $217,023 | كان 0.0% |
| Fidelity (FMR) | $633 | كان 0.0% |
| Citigroup Inc | $116 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 198 المالكون, 35.84M الأسهم, $558.44M 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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