سجل الورقة المالية
UTG
الاسم في انتظار استيعاب الملف الشخصي
38الحاملون المتتبعون
+1Δ المساهمون
8.10Mالأسهم المحتفظ بها
$329.69Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.7% ·
تدفق الأسهم +3.7% ·
المراكز الجديدة الصافية +2.6%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر 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 | 38 | +1 | 8.10M | $329.69M | +2 | −1 |
| Q1 2026 | 38 | -2 | 7.83M | $307.55M | +2 | −4 |
| Q4 2025 | 40 | 0 | 7.37M | $268.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 1.01M | $39.99M | — | — |
| Q2 2025 | 1 | — | 384 | $13,893 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.31M | -4.0% | $53.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 877.62K | +7.1% | $35.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 694.10K | -1.9% | $28.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 694.10K | -1.9% | $28.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 548.91K | +52.8% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 548.91K | +52.8% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 437.51K | +3.1% | $17.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 380.51K | +4.0% | $15.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 325.95K | -1.9% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 325.95K | -1.9% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 296.83K | -0.5% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 296.83K | -0.5% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 292.54K | +15.3% | $11.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 292.54K | +15.3% | $11.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 287.25K | +9.5% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 287.25K | +9.5% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 161.29K | -2.4% | $6.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 108.65K | -2.3% | $4.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 98.30K | -34.7% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | First Trust Advisors Lp | 56.30K | +2.9% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 51.50K | -11.4% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 47.69K | +7.0% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 40.27K | +9.8% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 35.58K | +15.5% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 31.87K | +0.2% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Creative Planning | 30.10K | -2.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Creative Planning | 30.10K | -2.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 29.46K | جديد | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 44 | Jane Street Group, Llc | 26.29K | +92.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 24.00K | +17.1% | $977,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 19.39K | +11.3% | $789,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Focus Partners Wealth | 18.56K | +4.8% | $755,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cerity Partners LLC | 15.60K | -9.5% | $635,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Cerity Partners LLC | 15.60K | -9.5% | $635,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 13.12K | 0.0% | $534,043 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 13.12K | 0.0% | $534,043 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Corient Private Wealth LP | 7.38K | -27.7% | $300,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Invesco Ltd. | 7.32K | +0.1% | $297,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Truist Financial Corp | 6.57K | +3.7% | $267,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Truist Financial Corp | 6.57K | +3.7% | $267,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Nomura Holdings Inc | 6.00K | جديد | $244,320 | 0.0% | New | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 4.79K | +17.0% | $195,938 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 4.79K | +17.0% | $195,938 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 3.94K | +123.7% | $160,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Assetmark, Inc | 1.97K | -19.7% | $80,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 1.00K | 0.0% | $39,976 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Susquehanna International… | $1.20M | 0.0% |
| Nomura Holdings Inc | $244,320 | 0.0% |
تم الخروج
| Jones Financial Companies Lllp | $121,729 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 240 المالكون, 122.74M الأسهم, $490.97M 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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