Catatan efek · kuartal yang diarsipkan
SMB
nama menunggu ingest profil
31Pemegang yang dilacak
+3Δ pemegang
7.45MSaham yang dipegang
$128.94MNilai yang dilaporkan
+3Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.7% ·
aliran saham -3.2% ·
posisi baru bersih +9.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 7.41M | $128.49M | +1 | −2 |
| Q1 2026 | 31 | +3 | 7.45M | $128.94M | +3 | — |
| Q4 2025 | 28 | 0 | 7.70M | $134.04M | — | — |
| Q3 2025 | 3 | 0 | 1.56M | $27.10M | — | — |
| Q2 2025 | 1 | — | 31 | $531 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.61M | -22.5% | $27.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.61M | -22.5% | $27.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.61M | -22.5% | $27.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.04M | +10.9% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.04M | +10.9% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.04M | +10.9% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 833.42K | +15.4% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 833.42K | +15.4% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 634.85K | +15.7% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 634.85K | +15.7% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 569.65K | +2.8% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 569.65K | +2.8% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 556.68K | -12.4% | $9.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 434.43K | +4.0% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 371.43K | +7.1% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 371.43K | +7.1% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 371.43K | +7.1% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 332.01K | +13.6% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 332.01K | +13.6% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Sei Investments Co | 294.61K | -2.2% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 232.91K | -2.2% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 232.91K | -2.2% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 88.48K | -28.6% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 78.52K | +44.5% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 66.41K | +4.5% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 51.92K | +2.2% | $898,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 46.39K | Baru | $802,486 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 36.66K | -77.5% | $634,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 36.66K | -77.5% | $634,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 29.37K | Baru | $508,116 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 23.51K | -45.9% | $406,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 22.01K | +0.3% | $380,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 16.07K | -15.2% | $278,034 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 15.55K | +12.3% | $269,031 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 14.01K | -30.9% | $242,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 13.43K | -4.6% | $233,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 13.43K | -4.6% | $233,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 10.58K | +0.3% | $183,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 10.47K | 0.0% | $181,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 7.41K | -13.7% | $128,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 6.89K | +3.8% | $119,155 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Us Bancorp \De\ | 686 | 0.0% | $11,868 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 609 | Baru | $10,536 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 253 | 0.0% | $4,377 | 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
| Fifth Third Bancorp | $802,486 | 0.0% |
| Mariner, LLC | $508,116 | 0.0% |
| Blair William & Co/Il | $10,536 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 100 pemegang, 12.06M saham, $204.77M 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API