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60Отслеживаемые держатели
-2Δ держателей
117.19MАкций в держании
$3.54BОтчётная стоимость
+0Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.2% ·
поток акций -1.2% ·
новые чистые позиции -3.3%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | +3 | 175.65M | $5.27B | +3 | — |
| Q1 2026 | 61 | +1 | 159.19M | $4.79B | +4 | −3 |
| Q4 2025 | 60 | -2 | 117.19M | $3.54B | — | −2 |
| Q3 2025 | 12 | +3 | 17.22M | $521.69M | +3 | — |
| Q2 2025 | 6 | 0 | 7.38M | $222.71M | — | — |
| Q1 2025 | 5 | 0 | 8.40M | $252.94M | +1 | −1 |
| Q4 2024 | 5 | 0 | 6.93M | $206.84M | — | — |
| Q3 2024 | 4 | -2 | 4.32M | $130.71M | — | −2 |
| Q2 2024 | 6 | — | 9.39M | $278.88M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 50.90M | — | $1.54B | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 50.90M | — | $1.54B | 1.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 9.43M | — | $284.65M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 5.39M | — | $162.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 5.18M | — | $156.32M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 5.18M | — | $156.32M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.86M | — | $146.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 4.86M | — | $146.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 4.86M | — | $146.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 4.86M | — | $146.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 3.88M | — | $117.15M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 3.88M | — | $117.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 3.88M | — | $117.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 3.88M | — | $117.15M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 3.68M | — | $111.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 3.68M | — | $111.06M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 3.68M | — | $111.06M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (пассивный) | 3.40M | +3.7% | $102.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | UBS Group AG | 2.50M | — | $75.52M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.20M | — | $66.44M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 2.20M | — | $66.44M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 2.20M | — | $66.44M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 2.18M | — | $65.88M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 2.07M | -4.9% | $62.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 2.07M | -4.9% | $62.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cetera Investment Advisers | 1.80M | — | $54.24M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Mariner, LLC | 1.79M | — | $53.94M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Mariner, LLC | 1.79M | — | $53.94M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 1.79M | — | $53.94M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Mariner, LLC | 1.79M | — | $53.94M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 1.54M | — | $46.55M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 1.54M | — | $46.55M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 1.54M | — | $46.55M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Raymond James Financial Inc | 1.05M | — | $31.57M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Raymond James Financial Inc | 1.05M | — | $31.57M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Raymond James Financial Inc | 1.05M | — | $31.57M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fisher Asset Management ✦ | 1.04M | -5.9% | $31.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 51 | Cwm, Llc | 705.97K | — | $21.32M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 659.48K | — | $19.94M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 605.63K | — | $18.29M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 479.62K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 479.62K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Us Bancorp \De\ | 479.62K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 479.62K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Commonwealth Equity Services, Llc | 326.30K | — | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Charles Schwab Investment… | 300.74K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Mirae Asset Global Investments Co.… | 296.11K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 237.27K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Focus Partners Wealth | 218.81K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Stifel Financial Corp | 186.06K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Stifel Financial Corp | 186.06K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Gotham Asset Management ✦ | 166.12K | 0.0% | $5.02M | 0.0% | Held | 2 | SEC ↗ |
| 72 | Corient Private Wealth LP | 141.99K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Corient Private Wealth LP | 141.99K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | HighTower Advisors, LLC | 136.89K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 92.01K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Truist Financial Corp | 88.12K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Truist Financial Corp | 88.12K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 87.81K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Captrust Financial Advisors | 57.39K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Lido Advisors, LLC | 51.43K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Blair William & Co/Il | 51.08K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 46.31K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cerity Partners LLC | 36.98K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mercer Global Advisors Inc /Adv | 34.09K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 31.75K | 0.0% | $958,699 | 0.0% | Held | 2 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 31.75K | 0.0% | $958,699 | 0.0% | Held | 2 | SEC ↗ |
| 87 | Soros Fund Management ✦ | 30.27K | -5.2% | $914,094 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 88 | Northern Trust Corp | 26.50K | — | $800,179 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 24.31K | — | $734,057 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 24.31K | — | $734,057 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 24.31K | — | $734,057 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Millennium Management ✦ | 20.61K | -49.5% | $622,573 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 19.45K | — | $587,244 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 19.45K | — | $587,244 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 19.45K | — | $587,244 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | National Bank Of Canada /Fi/ | 17.82K | — | $538,073 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Assetmark, Inc | 16.56K | — | $500,112 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Susquehanna International Group, Llp | 14.92K | — | $450,644 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Brown Advisory Inc | 9.35K | — | $282,491 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Fidelity (FMR) ✦ | 7.46K | +103.7% | $225,387 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Renaissance Technologies | $62.76M | составлял 0.1% |
| BlackRock | $15,811 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 567 держатели, 222.99M акции, $6.37B 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 держатели 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: Q4 2025 ·
Методология ·
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