Запись по ценной бумаге · архивный квартал
SLQT
ожидается загрузка профиля
72Отслеживаемые держатели
+1Δ держателей
47.45MАкций в держании
$29.97MОтчётная стоимость
+8Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.4% ·
поток акций -4.9% ·
новые чистые позиции +1.4%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | -2 | 41.06M | $34.52M | +11 | −13 |
| Q1 2026 | 72 | +1 | 47.45M | $29.97M | +8 | −7 |
| Q4 2025 | 71 | -1 | 51.99M | $73.31M | n/a | −1 |
| Q3 2025 | 17 | +2 | 33.08M | $64.84M | +2 | n/a |
| Q2 2025 | 12 | -1 | 31.28M | $74.46M | +1 | −2 |
| Q1 2025 | 10 | 0 | 10.06M | $33.61M | n/a | n/a |
| Q4 2024 | 10 | 0 | 8.64M | $32.16M | n/a | n/a |
| Q3 2024 | 9 | +1 | 6.28M | $13.63M | +1 | n/a |
| Q2 2024 | 8 | n/a | 5.21M | $14.38M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 10.71M | +0.8% | $6.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 2 | Mariner, LLC | 6.49M | +2.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 5.99M | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (пассивный) | 3.48M | +3.4% | $2.19M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (пассивный) | 2.99M | +0.8% | $1.88M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Captrust Financial Advisors | 2.29M | +9.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 1.52M | -24.8% | $958,263 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Goldman Sachs Group ✦ | 1.22M | +135.1% | $768,945 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 1.15M | +303.5% | $725,577 | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 10 | Northern Trust Corp | 1.07M | +0.6% | $672,619 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 1.02M | +817.6% | $642,870 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Charles Schwab Investment… | 996.10K | -10.7% | $627,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Tudor Investment Corp Et Al | 981.28K | 0.0% | $617,715 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 796.91K | +10.7% | $501,652 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 784.60K | -31.4% | $481,431 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Connor, Clark & Lunn Investment… | 624.81K | -44.0% | $393,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Creative Planning | 591.59K | +247.8% | $372,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 425.68K | -0.2% | $267,752 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Morgan Stanley ✦ | 388.18K | -58.9% | $244,360 | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 20 | Bank of New York Mellon Corp | 375.76K | -2.4% | $236,544 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Alliancebernstein L.P. | 145.15K | 0.0% | $204,656 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Nuveen, LLC | 309.95K | +0.6% | $195,116 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Invesco Ltd. | 281.31K | +5.9% | $177,082 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Empower Advisory Group, LLC | 257.34K | 0.0% | $161,998 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Barclays Plc | 238.96K | -5.5% | $150,425 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | UBS Group AG | 230.99K | +6.1% | $145,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rhumbline Advisers | 161.91K | -4.7% | $101,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citigroup Inc | 153.92K | +4325.6% | $96,895 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Wells Fargo & Company/Mn | 149.80K | -38.8% | $94,298 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Prudential Financial Inc | 122.13K | +12.5% | $75,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 115.13K | +15.1% | $72,475 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 110.29K | +26.5% | $69,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 105.57K | 0.0% | $66,509 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 34 | T. Rowe Price ✦ | 97.28K | +34.2% | $62,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 93.46K | -33.1% | $58,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | LPL Financial LLC | 84.51K | +102.9% | $53,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 81.00K | Новый | $50,990 | 0.0% | New | 1 | SEC ↗ |
| 38 | State Of Wisconsin Investment Board | 70.90K | Новый | $44,632 | 0.0% | New | 1 | SEC ↗ |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 66.99K | +2.4% | $42,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 55.09K | +0.2% | $34,682 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 49.72K | -19.1% | $31,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Manufacturers Life Insurance… | 44.50K | -2.9% | $28,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 38.85K | -5.7% | $24,457 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | New York State Common Retirement… | 36.35K | 0.0% | $22,883 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 34.31K | -80.2% | $21,596 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 34.30K | -88.2% | $21,593 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Commonwealth Equity Services, Llc | 28.38K | +76.0% | $17,860 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Group One Trading Llc | 26.99K | +27.7% | $16,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 26.00K | -2.0% | $16,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Marshall Wace ✦ | 25.72K | Новый | $16,206 | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Sei Investments Co | 23.45K | -1.7% | $14,760 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Two Sigma Investments ✦ | 21.46K | -73.2% | $13,508 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 20.39K | Новый | $12,837 | 0.0% | New | 1 | SEC ↗ |
| 54 | ProShare Advisors LLC | 20.36K | -20.4% | $12,814 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 21.00K | Новый | $12,701 | 0.0% | New | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 16.22K | -2.4% | $10,211 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Victory Capital Management Inc | 15.70K | -0.5% | $9,881 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Voya Investment Management Llc | 15.47K | -38.7% | $9,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 14.78K | +8.9% | $9,302 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Mackenzie Financial Corp | 13.45K | -39.0% | $8,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | IMC-Chicago, LLC | 13.38K | Новый | $8,424 | 0.0% | New | 1 | SEC ↗ |
| 62 | Hsbc Holdings Plc | 12.89K | -50.0% | $8,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Legal & General Group Plc | 12.19K | -9.6% | $7,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 11.67K | -82.9% | $7,344 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Cerity Partners LLC | 10.57K | Новый | $6,653 | 0.0% | New | 1 | SEC ↗ ×2 |
| 66 | California State Teachers… | 7.60K | -12.0% | $4,783 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Northwestern Mutual Wealth… | 5.92K | 0.0% | $3,723 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 5.57K | -81.4% | $3,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Pnc Financial Services Group, Inc. | 1.37K | +9020.0% | $860 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 976 | +82.4% | $579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Walleye Trading LLC | 598 | Новый | $376 | 0.0% | New | 1 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 100 | -99.8% | $63 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Corient Private Wealth LP | $50,990 | 0.0% |
| State Of Wisconsin Investment… | $44,632 | 0.0% |
| Marshall Wace | $16,206 | 0.0% |
| Mercer Global Advisors Inc… | $12,837 | 0.0% |
| Wealth Enhancement Advisory… | $12,701 | 0.0% |
| IMC-Chicago, LLC | $8,424 | 0.0% |
| Cerity Partners LLC | $6,653 | 0.0% |
| Walleye Trading LLC | $376 | 0.0% |
Закрыто
| Millennium Management | $2.31M | составлял 0.0% |
| American Century Companies Inc | $1.02M | составлял 0.0% |
| Arrowstreet Capital | $810,719 | составлял 0.0% |
| Jane Street Group, Llc | $542,483 | составлял 0.0% |
| Qube Research & Technologies… | $535,264 | составлял 0.0% |
| Simplex Trading, Llc | $10,739 | составлял 0.0% |
| Optiver Holding B.V. | $3,020 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 147 держатели, 69.70M акции, $43.39M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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