Catatan efek · kuartal yang diarsipkan
SSO
nama menunggu ingest profil
38Pemegang yang dilacak
+1Δ pemegang
5.34MSaham yang dipegang
$313.53MNilai yang dilaporkan
+1Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.7% ·
aliran saham +1.4% ·
posisi baru bersih +2.6%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -2 | 2.13M | $142.86M | +4 | −7 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | n/a |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | n/a | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | n/a |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | n/a | n/a |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | n/a | n/a |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | n/a | −1 |
| Q2 2024 | 2 | n/a | 423.43K | $34.98M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 3.46M | n/a | $200.65M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 396.31K | n/a | $22.95M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 342.98K | n/a | $19.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 77.19K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 129.27K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 108.54K | -48.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 92.42K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 67.86K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 66.78K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 64.66K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 54.33K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 53.80K | +3.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 46.60K | Baru | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 45.41K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 44.57K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Alliancebernstein L.P. | 40.00K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 32.17K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Wealth Enhancement Advisory… | 28.95K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 27.96K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Corient Private Wealth LP | 26.80K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 26.62K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 23.13K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 19.61K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 11.07K | n/a | $641,116 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 9.99K | n/a | $578,852 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 9.22K | n/a | $534,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Susquehanna International Group, Llp | 7.56K | n/a | $437,817 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 7.22K | n/a | $418,209 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 5.85K | n/a | $338,890 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 5.79K | n/a | $335,059 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 4.81K | n/a | $278,832 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 2.26K | n/a | $130,899 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 84 | n/a | $4,865 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 30 | n/a | $1,764 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 18 | -95.7% | $1,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 3 | n/a | $174 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2 | n/a | $97 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | BlackRock ✦ (pasif) | 1 | -100.0% | $41 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $2.70M | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 214 pemegang, 10.18M saham, $513.89M 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API