Catatan efek
SDG
nama menunggu ingest profil
31Pemegang yang dilacak
-1Δ pemegang
286.35KSaham yang dipegang
$25.59MNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.1% ·
aliran saham +4.3% ·
posisi baru bersih -3.2%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 25.16K | -0.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 20.58K | +2.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 12.86K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 12.61K | -3.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 10.48K | -6.3% | $937,684 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.23K | -8.4% | $915,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 9.31K | +14.5% | $832,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 9.12K | +257.7% | $804,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 8.30K | +5.2% | $742,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 7.63K | Baru | $682,707 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 6.87K | -7.6% | $614,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 6.68K | +3.3% | $597,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 6.55K | -5.1% | $585,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.46K | -3.6% | $487,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 5.32K | +22.6% | $475,313 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Us Bancorp \De\ | 5.00K | 0.0% | $447,153 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Mariner, LLC | 4.32K | -2.9% | $385,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.46K | -2.6% | $130,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 1.24K | +1.9% | $110,447 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 600 | 0.0% | $53,658 | 0.0% | Held | 2 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 584 | 0.0% | $51,827 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 162 | +16100.0% | $14,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 159 | +160.7% | $14,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 124 | 0.0% | $11,067 | 0.0% | Held | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 116 | 0.0% | $10,374 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Mercer Global Advisors Inc… | $682,707 | 0.0% |
Telah keluar
| Raymond James Financial Inc | $243,349 | adalah 0.0% |
| Wealthfront Advisers LLC | $205,012 | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API