سجل الورقة المالية · ربع مؤرشف
SHBI
الاسم في انتظار استيعاب الملف الشخصي
71الحاملون المتتبعون
+3Δ المساهمون
17.45Mالأسهم المحتفظ بها
$325.69Mالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.4% ·
تدفق الأسهم +3.9% ·
المراكز الجديدة الصافية +4.2%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.30K | $390,694 | n/a | −1 |
| Q2 2026 | 72 | +4 | 17.58M | $402.38M | +5 | −1 |
| Q1 2026 | 71 | +3 | 17.45M | $325.69M | +6 | −3 |
| Q4 2025 | 68 | +1 | 17.19M | $303.99M | +2 | −1 |
| Q3 2025 | 17 | -3 | 9.53M | $156.33M | n/a | −3 |
| Q2 2025 | 17 | +1 | 8.71M | $136.90M | +1 | n/a |
| Q1 2025 | 13 | +2 | 2.94M | $39.84M | +2 | n/a |
| Q4 2024 | 11 | +1 | 2.24M | $35.56M | +2 | −1 |
| Q3 2024 | 9 | -1 | 1.49M | $20.80M | n/a | −1 |
| Q2 2024 | 10 | n/a | 1.57M | $17.93M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 1.68M | +3.3% | $31.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Wellington Management ✦ | 1.01M | -11.9% | $18.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 3 | American Century Companies Inc | 960.61K | +11.5% | $17.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (سلبي) | 925.16K | +13.3% | $17.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 890.08K | -1.3% | $16.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (سلبي) | 768.94K | +3.0% | $14.37M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 549.84K | +10.9% | $10.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 444.16K | -2.1% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 435.31K | +14.1% | $8.13M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 10 | Arrowstreet Capital ✦ | 412.21K | -16.6% | $7.70M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Janus Henderson Group Plc | 380.28K | +578.2% | $7.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 347.62K | -9.0% | $6.49M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Hotchkis & Wiley Capital Management… | 303.30K | -22.2% | $5.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 302.89K | +3.5% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Morgan Stanley ✦ | 280.40K | -1.5% | $5.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 16 | Alliancebernstein L.P. | 281.37K | -2.8% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 229.10K | +21.9% | $4.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 182.82K | -2.6% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Prudential Financial Inc | 152.92K | +2.0% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | First Trust Advisors Lp | 109.62K | -0.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Brown Advisory Inc | 100.42K | +20.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 97.66K | 0.0% | $1.82M | 0.0% | Held | 8 | SEC ↗ |
| 23 | Charles Schwab Investment… | 91.50K | +2.6% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lazard Asset Management Llc | 87.51K | جديد | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 76.92K | +38.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | T. Rowe Price ✦ | 66.73K | +23.3% | $1.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Barclays Plc | 63.96K | -36.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Franklin Resources Inc | 60.30K | +36.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | LPL Financial LLC | 52.61K | +55.8% | $982,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 52.61K | -5.1% | $982,773 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 49.29K | جديد | $920,793 | 0.0% | New | 1 | SEC ↗ |
| 32 | Invesco Ltd. | 44.96K | -4.0% | $839,815 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | Principal Financial Group Inc | 44.63K | جديد | $833,744 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Rhumbline Advisers | 38.68K | +0.8% | $722,549 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 32.31K | +18.4% | $603,532 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Citadel Advisors ✦ | 31.10K | -8.9% | $580,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 28.10K | +4.2% | $525,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Mariner, LLC | 28.10K | +97.6% | $524,847 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Sei Investments Co | 25.23K | +38.1% | $471,370 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Citigroup Inc | 22.83K | +33.3% | $426,539 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Susquehanna International Group, Llp | 21.37K | جديد | $399,248 | 0.0% | New | 1 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 19.98K | -7.9% | $373,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 19.58K | +0.5% | $365,807 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Fidelity (FMR) ✦ | 16.07K | +221.1% | $300,192 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 45 | Wells Fargo & Company/Mn | 13.55K | -62.9% | $253,150 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | JPMorgan Chase ✦ | 12.82K | -58.8% | $234,899 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | New York State Common Retirement… | 9.23K | 0.0% | $172,491 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 6.58K | -4.6% | $122,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Federated Hermes, Inc. | 4.79K | +107.8% | $89,384 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Pnc Financial Services Group, Inc. | 4.45K | +20.1% | $83,088 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Legal & General Group Plc | 2.55K | -12.2% | $47,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | California State Teachers… | 1.67K | -12.2% | $31,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 1.29K | +244.4% | $24,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 362 | جديد | $6,552 | 0.0% | New | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 94 | +36.2% | $1,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 76 | جديد | $1,420 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Lazard Asset Management Llc | $1.63M | 0.0% |
| D. E. Shaw & Co. | $920,793 | 0.0% |
| Principal Financial Group Inc | $833,744 | 0.0% |
| Susquehanna International… | $399,248 | 0.0% |
| Jones Financial Companies Lllp | $6,552 | 0.0% |
| Assetmark, Inc | $1,420 | 0.0% |
تم الخروج
| Stifel Financial Corp | $908,098 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 161 المالكون, 22.16M الأسهم, $402.34M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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