Запись по ценной бумаге · архивный квартал
SRCE
1st Source Corporation · Financial Services · Banks - Regional
89Отслеживаемые держатели
+1Δ держателей
10.15MАкций в держании
$699.97MОтчётная стоимость
+4Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.1% ·
поток акций +0.1% ·
новые чистые позиции +1.1%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | -7 | 9.96M | $808.89M | +1 | −8 |
| Q1 2026 | 89 | +1 | 10.15M | $699.97M | +4 | −3 |
| Q4 2025 | 88 | +1 | 10.69M | $667.79M | +1 | — |
| Q3 2025 | 17 | -1 | 5.35M | $329.34M | — | −2 |
| Q2 2025 | 16 | +1 | 5.10M | $316.72M | +2 | −1 |
| Q1 2025 | 12 | +1 | 2.13M | $127.51M | +1 | — |
| Q4 2024 | 11 | -1 | 2.21M | $128.99M | — | −1 |
| Q3 2024 | 11 | 0 | 1.60M | $95.77M | — | — |
| Q2 2024 | 11 | — | 1.73M | $92.92M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.96M | -1.5% | $135.90M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 2 | Dimensional Fund Advisors Lp | 1.47M | +0.1% | $101.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 773.32K | — | $53.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 619.16K | +5.9% | $42.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Charles Schwab Investment… | 562.43K | -18.6% | $38.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (пассивный) | 513.71K | +3.0% | $35.56M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | American Century Companies Inc | 464.10K | +17.4% | $32.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Janus Henderson Group Plc | 460.42K | +37.4% | $31.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Alliancebernstein L.P. | 371.03K | -20.7% | $23.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Manufacturers Life Insurance… | 244.57K | -1.3% | $16.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northern Trust Corp | 183.89K | +4.5% | $12.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Goldman Sachs Group ✦ | 173.70K | +3.0% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Hotchkis & Wiley Capital Management… | 148.88K | -3.5% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 143.80K | +17.2% | $9.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 126.17K | +6.7% | $8.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Renaissance Technologies ✦ | 122.81K | -17.6% | $8.50M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 105.00K | -1.6% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | Qube Research & Technologies Ltd | 104.83K | -35.1% | $7.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 102.78K | +99.2% | $7.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 102.23K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 21 | Two Sigma Investments ✦ | 97.46K | +103.5% | $6.75M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 91.53K | +2.2% | $6.34M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 23 | First Trust Advisors Lp | 67.32K | +51.6% | $4.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 58.67K | +5.4% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Sei Investments Co | 49.12K | -3.5% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 43.71K | -60.8% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 43.01K | +724.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 42.83K | -37.1% | $2.96M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 42.95K | -48.3% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Ameriprise Financial Inc | 42.11K | +132.8% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Wells Fargo & Company/Mn | 38.15K | -49.8% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | New York State Common Retirement… | 37.30K | -2.6% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 36.66K | +246.3% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Rhumbline Advisers | 36.56K | -5.0% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Swiss National Bank | 36.29K | 0.0% | $2.51M | 0.0% | Held | 2 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 33.35K | +9.3% | $2.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 32.94K | +1.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 38 | Hrt Financial Lp | 31.43K | Новый | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 39 | Hsbc Holdings Plc | 30.97K | -51.8% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Barclays Plc | 28.43K | -43.7% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Invesco Ltd. | 28.12K | -0.7% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Royal Bank Of Canada | 26.97K | -1.5% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 43 | Prudential Financial Inc | 25.65K | +94.5% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Point72 Asset Management ✦ | 25.20K | +191.5% | $1.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Principal Financial Group Inc | 23.52K | Новый | $1.63M | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Bnp Paribas Financial Markets | 22.34K | -6.4% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cerity Partners LLC | 20.43K | +5.2% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Jane Street Group, Llc | 20.06K | +68.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | Marshall Wace ✦ | 19.78K | +360.3% | $1.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 50 | Deutsche Bank Ag\ | 19.26K | +8.7% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | California State Teachers… | 16.92K | -0.8% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 16.43K | -1.6% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 53 | Citigroup Inc | 15.31K | +11.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 54 | Legal & General Group Plc | 14.15K | -15.0% | $979,462 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Canada Pension Plan Investment Board | 13.80K | 0.0% | $955,098 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Creative Planning | 13.55K | +21.9% | $937,588 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 12.79K | -22.8% | $885,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | LPL Financial LLC | 9.96K | +12.5% | $689,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Franklin Resources Inc | 9.32K | -25.4% | $645,383 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Envestnet Asset Management Inc | 9.03K | -3.8% | $624,682 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 8.68K | +0.8% | $600,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Balyasny Asset Management L.P. | 8.02K | Новый | $555,341 | 0.0% | New | 1 | SEC ↗ |
| 63 | Allspring Global Investments… | 7.59K | +11.3% | $533,776 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Victory Capital Management Inc | 7.67K | -0.3% | $531,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Quantinno Capital Management LP | 7.50K | +14.2% | $518,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Lazard Asset Management Llc | 6.24K | +79.5% | $431,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fifth Third Bancorp | 6.09K | -2.7% | $421,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Man Group plc | 5.82K | -51.2% | $402,872 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Mariner, LLC | 5.78K | 0.0% | $399,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cwm, Llc | 5.77K | -8.1% | $399,411 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Wealth Enhancement Advisory… | 4.89K | +5.2% | $345,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | State Board Of Administration Of… | 4.67K | -25.1% | $323,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 4.52K | +33.6% | $312,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Raymond James Financial Inc | 4.32K | -1.9% | $299,056 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Voya Investment Management Llc | 3.92K | -5.8% | $271,303 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 76 | Squarepoint Ops LLC | 3.39K | -77.8% | $234,622 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Connor, Clark & Lunn Investment… | 3.29K | -75.0% | $227,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Pictet Asset Management Holding SA | 3.28K | Новый | $226,801 | 0.0% | New | 1 | SEC ↗ |
| 79 | D. E. Shaw & Co. ✦ | 3.07K | -40.6% | $212,752 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 80 | Truist Financial Corp | 2.97K | -20.2% | $205,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Pnc Financial Services Group, Inc. | 1.30K | -6.6% | $90,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 1.30K | +14.8% | $88,639 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Federated Hermes, Inc. | 1.09K | +8966.7% | $75,301 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Rockefeller Capital Management L.P. | 919 | +386.2% | $63,621 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 85 | Northwestern Mutual Wealth… | 625 | 0.0% | $43,256 | 0.0% | Held | 2 | SEC ↗ |
| 86 | Osaic Holdings, Inc. | 321 | +25.4% | $22,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Us Bancorp \De\ | 302 | +9.0% | $20,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Optiver Holding B.V. | 80 | +185.7% | $5,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | TD Waterhouse Canada Inc. | 1 | 0.0% | $70 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $2.17M | 0.0% |
| Principal Financial Group Inc | $1.63M | 0.0% |
| Balyasny Asset Management L.P. | $555,341 | 0.0% |
| Pictet Asset Management… | $226,801 | 0.0% |
Закрыто
| ProShare Advisors LLC | $211,467 | составлял 0.0% |
| Commonwealth Equity Services… | $202,500 | составлял 0.0% |
| Simplex Trading, Llc | $1,187 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 204 держатели, 17.70M акции, $1.21B 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.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 10
Bauer Brett A.
Officer · 500 акц. · $43,945
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Jul 06
SC 13G/A — Carmichael Oliver Cromwell III
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: Q1 2026 ·
Методология ·
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