SCHI
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.3% ·
pay akışı -0.5% ·
net yeni pozisyonlar -2.4%
· formül
Geniş dağılım: azalan hisseler ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 51.73K | $1.11M | n/a | −1 |
| Q2 2026 | 46 | +1 | 27.05M | $612.50M | +4 | −4 |
| Q1 2026 | 47 | +4 | 27.00M | $612.31M | +9 | −5 |
| Q4 2025 | 42 | -1 | 24.92M | $572.47M | +1 | −2 |
| Q3 2025 | 5 | 0 | 660.54K | $15.25M | n/a | n/a |
| Q2 2025 | 3 | 0 | 113.83K | $2.59M | +1 | −1 |
| Q1 2025 | 2 | +1 | 37.88K | $850,846 | +1 | n/a |
| Q4 2024 | 1 | -1 | 22.05K | $486,688 | n/a | −1 |
| Q3 2024 | 2 | 0 | 136.25K | $6.29M | n/a | n/a |
| Q2 2024 | 2 | n/a | 106.57K | $4.70M | n/a | n/a |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 7.83M | n/a | $179.95M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.30M | n/a | $167.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.52M | n/a | $57.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 1.25M | n/a | $28.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.09M | n/a | $24.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.07M | n/a | $24.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 543.94K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 527.51K | n/a | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Blair William & Co/Il | 393.64K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 311.62K | n/a | $7.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 258.33K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 242.24K | n/a | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 219.22K | -49.7% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | HighTower Advisors, LLC | 138.84K | n/a | $3.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 135.03K | +188.4% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Corient Private Wealth LP | 121.11K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 119.97K | Yeni | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 114.65K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 80.81K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 78.84K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Northwestern Mutual Wealth… | 78.54K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 74.77K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 67.72K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 55.59K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 50.93K | +137.3% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 47.20K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 41.31K | n/a | $948,836 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 32.09K | n/a | $737,175 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cibc World Market Inc. | 31.60K | n/a | $725,852 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 16.68K | n/a | $383,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cwm, Llc | 15.45K | n/a | $355,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 12.91K | n/a | $296,657 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cerity Partners LLC | 12.00K | n/a | $275,682 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Financial Engines Advisors L.L.C. | 9.43K | n/a | $216,492 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Empower Advisory Group, LLC | 8.86K | n/a | $203,514 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4.82K | n/a | $110,715 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 4.65K | n/a | $106,856 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Franklin Resources Inc | 2.25K | n/a | $51,728 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.22K | n/a | $51,039 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.69K | n/a | $38,819 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Jones Financial Companies Lllp | 802 | n/a | $18,422 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Simplex Trading, Llc | 325 | n/a | $7,465 | 0.0% | n/c | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Goldman Sachs Group | $2.76M | 0.0% |
Çıkıldı
| Renaissance Technologies | $1.97M | idi 0.0% |
| Citadel Advisors | $1.64M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 256 sahipler, 49.19M hisseler, $1.10B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.