Catatan efek · kuartal yang diarsipkan
SDG
nama menunggu ingest profil
28Pemegang yang dilacak
0Δ pemegang
479.35KSaham yang dipegang
$40.39MNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham 0.0% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | — |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | — |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | — |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | — | — |
| Q2 2024 | 1 | — | 20.60K | $1.55M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 216.81K | — | $18.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 25.73K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 15.59K | -5.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 15.14K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 12.86K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 11.53K | — | $971,367 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 11.53K | — | $971,367 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 11.34K | — | $954,650 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 9.79K | — | $824,138 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 8.68K | — | $730,985 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 7.98K | — | $671,810 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 7.61K | — | $641,033 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 6.97K | — | $586,915 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 6.76K | — | $569,190 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.78K | — | $486,705 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 5.19K | — | $437,404 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 5.03K | — | $423,397 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 5.03K | — | $423,397 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.67K | +19.0% | $393,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealthfront Advisers LLC | 2.63K | — | $221,511 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.97K | — | $165,680 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.26K | — | $106,291 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.04K | — | $87,341 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 835 | — | $70,327 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 835 | — | $70,327 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 250 | — | $21,084 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 189 | Baru | $15,918 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 189 | Baru | $15,918 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 124 | — | $10,430 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| JPMorgan Chase | $15,918 | 0.0% |
| JPMorgan Chase | $15,918 | 0.0% |
Telah keluar
| Fidelity (FMR) | $158 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 100 pemegang, 793.12K saham, $59.24M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
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