سجل الورقة المالية
SPIP
الاسم في انتظار استيعاب الملف الشخصي
43الحاملون المتتبعون
-1Δ المساهمون
11.95Mالأسهم المحتفظ بها
$306.85Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.3% ·
تدفق الأسهم +0.6% ·
المراكز الجديدة الصافية -2.3%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (سلبي) | 3.87M | +5.4% | $99.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Charles Schwab Investment… | 2.80M | -3.8% | $71.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 848.85K | +13.2% | $21.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 830.22K | +0.5% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 830.22K | +0.5% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 698.10K | +0.7% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 698.10K | +0.7% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 698.10K | +0.7% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 421.15K | +8.6% | $10.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 421.15K | +8.6% | $10.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 421.15K | +8.6% | $10.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 391.91K | -4.3% | $10.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 284.28K | -15.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 284.28K | -15.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 269.52K | -39.4% | $6.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Financial Engines Advisors L.L.C. | 217.54K | +18.2% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 168.08K | +1.9% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 162.02K | +25.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 162.02K | +25.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 162.02K | +25.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 142.12K | جديد | $3.65M | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 119.79K | +3.9% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 119.79K | +3.9% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 104.03K | -12.6% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 104.03K | -12.6% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 104.03K | -12.6% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Truist Financial Corp | 78.46K | -6.2% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 56.38K | -1.3% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 50.33K | +20.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 50.33K | +20.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 50.33K | +20.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 39.80K | +3.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 38.38K | +1.1% | $984,485 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 38.23K | -55.5% | $981,695 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 35 | Fifth Third Bancorp | 37.06K | -1.9% | $951,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 34.48K | -19.2% | $885,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 31.00K | 0.0% | $796,029 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Creative Planning | 28.34K | -6.7% | $727,636 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 26.12K | -34.3% | $670,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 23.60K | +0.3% | $606,099 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | UBS Group AG | 23.30K | -0.8% | $598,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS Group AG | 23.30K | -0.8% | $598,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 20.21K | +21.3% | $519,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Commonwealth Equity Services, Llc | 17.77K | +21.8% | $456,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 14.66K | -4.6% | $371,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 5.97K | +69.9% | $153,428 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 4.78K | +59.8% | $122,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 4.55K | -8.5% | $117,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 4.04K | 0.0% | $103,876 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Us Bancorp \De\ | 1.96K | +1.0% | $50,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 1.47K | 0.0% | $37,698 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 1.24K | +1096.2% | $31,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 1.09K | 0.0% | $28,068 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Blair William & Co/Il | 242 | 0.0% | $6,215 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 42 | 0.0% | $1,079 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 15 | 0.0% | $385 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Focus Partners Wealth | $3.65M | 0.0% |
تم الخروج
| Jane Street Group, Llc | $1.31M | كان 0.0% |
| Qube Research & Technologies… | $48,717 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 207 المالكون, 25.41M الأسهم, $653.66M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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