Fiche du titre · trimestre archivé
SCHI
nom en attente d'intégration au profil
47Détenteurs suivis
+4Δ détenteurs
27.00MActions détenues
$612.31MValeur déclarée
+9Nouvelles positions
−5Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +9.3% ·
flux d'actions +8.3% ·
nouvelles positions nettes +8.5%
· formule
Accumulation large : hausse des positions chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 |
Qui le détient · Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 8.53M | +8.8% | $193.39M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.21M | -1.2% | $163.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.76M | +9.5% | $62.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 1.60M | +28.2% | $36.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.10M | +1.0% | $24.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.02M | -5.0% | $23.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 819.09K | +273.6% | $18.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Stifel Financial Corp | 550.09K | +1.1% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 497.42K | -5.7% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 372.69K | Nouveau | $8.45M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 312.03K | Nouveau | $7.08M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 282.90K | +9.5% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 234.93K | -3.0% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Blair William & Co/Il | 218.74K | -44.4% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 206.00K | -33.9% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | HighTower Advisors, LLC | 132.95K | -4.2% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 128.38K | -4.9% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Creative Planning | 123.53K | +52.9% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 99.78K | +47.4% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 95.98K | +22.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 83.60K | -27.1% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 74.25K | -0.7% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 73.41K | -6.9% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Fifth Third Bancorp | 54.52K | +2353.7% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 54.52K | -55.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 51.73K | +25.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 47.28K | +0.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 43.96K | -13.7% | $997,009 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Focus Partners Wealth | 40.84K | +27.3% | $926,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 40.33K | -27.5% | $914,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 20.88K | +74.0% | $473,513 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | CIBC Bancorp USA Inc. | 15.67K | n/a | $355,357 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 14.49K | +12.2% | $328,727 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Cwm, Llc | 14.42K | -6.7% | $327,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Millennium Management ✦ | 12.09K | Nouveau | $274,179 | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 10.29K | Nouveau | $233,332 | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | AQR Capital Management ✦ | 10.17K | Nouveau | $230,646 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 9.44K | Nouveau | $214,099 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Wells Fargo & Company/Mn | 9.41K | -43.6% | $213,380 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Quantinno Capital Management LP | 9.38K | Nouveau | $212,852 | 0.0% | New | 1 | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 9.08K | -3.7% | $205,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 5.05K | +4.7% | $114,443 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 4.95K | +6.4% | $112,266 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Franklin Resources Inc | 2.25K | 0.0% | $51,075 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 1.22K | -27.8% | $27,669 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | UBS Group AG | 295 | Nouveau | $6,691 | 0.0% | New | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 195 | Nouveau | $4,423 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Jane Street Group, Llc | $8.45M | 0.0% |
| Citadel Advisors | $7.08M | 0.0% |
| Millennium Management | $274,179 | 0.0% |
| Baird Financial Group, Inc. | $233,332 | 0.0% |
| AQR Capital Management | $230,646 | 0.0% |
| Us Bancorp \De\ | $214,099 | 0.0% |
| Quantinno Capital Management… | $212,852 | 0.0% |
| UBS Group AG | $6,691 | 0.0% |
| Qube Research & Technologies… | $4,423 | 0.0% |
Sorti(e)
| Goldman Sachs Group | $2.76M | était 0.0% |
| Cibc World Market Inc. | $725,852 | était 0.0% |
| Empower Advisory Group, LLC | $203,514 | était 0.0% |
| Jones Financial Companies Lllp | $18,422 | était 0.0% |
| Simplex Trading, Llc | $7,465 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 256 détenteurs, 49.19M actions, $1.10B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q1 2026 ·
Méthodologie ·
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