Scheda del titolo · trimestre archiviato
SPGM
nome in attesa di acquisizione nel profilo
37Holder monitorati
-4Δ titolari
5.58MQuote detenute
$478.31MValore dichiarato
+1Nuove posizioni
−5Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -9.8% ·
flusso azionario +30.0% ·
nuove posizioni nette -10.8%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -4 | 5.58M | $478.31M | +1 | −5 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | — |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | — | — |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | — | — |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | — |
| Q2 2024 | 1 | — | 6.33K | $385,041 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.27M | +3.2% | $194.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 1.23M | Nuovo | $105.58M | 0.2% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 846.36K | +3477.5% | $72.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 109.14K | +10.5% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 79.11K | -56.4% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 30.11K | +0.1% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 24.70K | +9.9% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 23.11K | -1.0% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 22.55K | -1.1% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 19.11K | -0.5% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 13.98K | +23.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 8.99K | +8.2% | $770,345 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 7.47K | +12.2% | $640,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 7.41K | +60.5% | $634,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 6.63K | 0.0% | $568,163 | 0.0% | Held | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passivo) | 6.51K | -0.2% | $557,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 6.03K | 0.0% | $516,162 | 0.0% | Held | 4 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 5.00K | 0.0% | $427,922 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 4.97K | 0.0% | $425,956 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.45K | +7.4% | $210,006 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 1.63K | +1.6% | $137,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.19K | -7.0% | $101,947 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 880 | 0.0% | $75,390 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 748 | +0.3% | $64,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Citigroup Inc | 542 | +73.7% | $46,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 124 | 0.0% | $10,623 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 20 | 0.0% | $1,713 | 0.0% | Held | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Bank Of Nova Scotia | $105.58M | 0.2% |
Uscito
| Jane Street Group, Llc | $13.43M | era 0.0% |
| Citadel Advisors | $2.32M | era 0.0% |
| Susquehanna International… | $1.89M | era 0.0% |
| Hrt Financial Lp | $636,000 | era 0.0% |
| Simplex Trading, Llc | $5,375 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 168 detentori, 10.50M azioni, $717.29M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
Ottieni questo tramite l'API