Catatan efek · kuartal yang diarsipkan
SMMV
nama menunggu ingest profil
33Pemegang yang dilacak
-1Δ pemegang
2.87MSaham yang dipegang
$125.03MNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.9% ·
aliran saham -12.7% ·
posisi baru bersih -3.0%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.11K | $230,512 | n/a | n/a |
| Q2 2026 | 35 | +2 | 2.94M | $135.30M | +2 | n/a |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | n/a |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | n/a | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | n/a |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | n/a | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | n/a |
| Q2 2024 | 1 | n/a | 28.60K | $1.07M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.26M | +0.2% | $54.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 355.54K | -18.7% | $15.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 249.64K | -3.6% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Commonwealth Equity Services, Llc | 169.13K | -1.5% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 134.54K | -18.5% | $5.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 81.15K | +1.5% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 79.58K | +23.6% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 67.38K | -1.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 65.76K | +4.0% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 62.99K | -7.7% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Goldman Sachs Group ✦ | 55.27K | +192.8% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 49.87K | -87.6% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 44.89K | -1.0% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 36.60K | +4.9% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 32.14K | +70.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 24.59K | +9.7% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 13.77K | -8.8% | $600,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 12.65K | +3.9% | $551,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 12.34K | -31.8% | $538,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.89K | -11.1% | $475,338 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Captrust Financial Advisors | 10.47K | 0.0% | $456,490 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.61K | -0.5% | $375,500 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.51K | -2.4% | $240,601 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 5.31K | Baru | $235,104 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 5.34K | +4.2% | $232,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 4.96K | -7.5% | $216,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.77K | +1.9% | $164,510 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (pasif) | 3.75K | +0.3% | $163,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.27K | 0.0% | $55,612 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 353 | 0.0% | $15,417 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Blair William & Co/Il | 317 | 0.0% | $13,827 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 24 | +84.6% | $1,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 7 | 0.0% | $305 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wealth Enhancement Advisory… | $235,104 | 0.0% |
Telah keluar
| Mariner, LLC | $237,883 | adalah 0.0% |
| Cwm, Llc | $32,000 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 120 pemegang, 4.36M saham, $186.30M 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 sekuritas ini yang dilacak: 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