SCHJ
nome in attesa di acquisizione nel profilo
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario -1.6% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +7 | 4.43M | $109.15M | +7 | — |
| Q1 2026 | 26 | 0 | 2.16M | $53.43M | +2 | −2 |
| Q4 2025 | 26 | 0 | 2.20M | $54.69M | — | — |
| Q3 2025 | 4 | 0 | 145.07K | $3.62M | — | — |
| Q2 2025 | 2 | 0 | 19.29K | $478,569 | — | — |
| Q1 2025 | 1 | +1 | 80.88K | $1.99M | +1 | — |
| Q3 2024 | 1 | +1 | 79.00K | $3.92M | +1 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 388.79K | +0.7% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 386.21K | -3.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 287.70K | +3.7% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 287.70K | +3.7% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 195.30K | +5.0% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 160.87K | +1307.8% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 160.82K | -51.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 124.60K | -10.8% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 88.78K | +9.6% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 88.78K | +9.6% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 77.22K | +47.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 56.17K | +13.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 53.42K | +11.3% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 53.42K | +11.3% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 47.31K | +2.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 47.31K | +2.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 34.47K | 0.0% | $852,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 24.79K | -20.1% | $612,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 20.85K | -8.9% | $515,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 20.85K | -8.9% | $515,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 15.29K | -49.7% | $378,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 14.56K | +69.9% | $359,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 14.16K | +9.5% | $350,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 5.00K | +1283.9% | $123,533 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Fifth Third Bancorp | 2.00K | Nuovo | $49,450 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.49K | +0.7% | $36,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.10K | -24.4% | $27,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.10K | -24.4% | $27,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Franklin Resources Inc | 232 | 0.0% | $5,736 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 209 | Nuovo | $5,168 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 157 | 0.0% | $3,869 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 76 | +72.7% | $1,879 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $49,450 | 0.0% |
| Wells Fargo & Company/Mn | $5,168 | 0.0% |
Uscito
| Citadel Advisors | $1.05M | era 0.0% |
| Jones Financial Companies Lllp | $2,764 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 125 detentori, 9.08M azioni, $215.30M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.