سجل الورقة المالية · ربع مؤرشف
UTMD
الاسم في انتظار استيعاب الملف الشخصي
55الحاملون المتتبعون
0Δ المساهمون
1.37Mالأسهم المحتفظ بها
$85.22Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +2.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | -4 | 1.39M | $95.73M | +1 | −5 |
| Q1 2026 | 55 | 0 | 1.37M | $85.22M | +3 | −3 |
| Q4 2025 | 55 | +1 | 1.38M | $77.51M | +1 | — |
| Q3 2025 | 15 | -1 | 867.00K | $54.62M | — | −1 |
| Q2 2025 | 13 | 0 | 855.01K | $48.69M | +1 | −1 |
| Q1 2025 | 10 | 0 | 525.51K | $29.48M | — | — |
| Q4 2024 | 10 | -1 | 505.52K | $31.10M | — | −1 |
| Q3 2024 | 10 | +2 | 440.32K | $29.46M | +2 | — |
| Q2 2024 | 8 | — | 436.39K | $29.16M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (سلبي) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 184.11K | -4.9% | $11.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 138.56K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Geode Capital Management ✦ (سلبي) | 120.10K | +36.8% | $7.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Geode Capital Management ✦ (سلبي) | 120.10K | +36.8% | $7.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | Hotchkis & Wiley Capital Management… | 89.13K | -18.2% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (سلبي) | 64.40K | -5.3% | $4.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 36.92K | +11656.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 36.92K | +11656.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 29.84K | +25.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 18.30K | +24.7% | $1.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 18.30K | +24.7% | $1.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 18.06K | +36.4% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 18.06K | +36.4% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 12.45K | +12.8% | $771,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 12.45K | +12.8% | $771,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | LPL Financial LLC | 11.48K | +55.7% | $711,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Envestnet Asset Management Inc | 10.08K | +52.5% | $624,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Charles Schwab Investment… | 9.84K | -5.7% | $609,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 9.01K | 0.0% | $558,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Mercer Global Advisors Inc /Adv | 8.88K | +13.8% | $550,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 8.73K | -1.1% | $541,483 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | American Century Companies Inc | 7.25K | -0.6% | $449,613 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Ameriprise Financial Inc | 7.10K | -47.0% | $440,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Millennium Management ✦ | 6.77K | -58.6% | $419,858 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 64 | Qube Research & Technologies Ltd | 5.87K | -61.6% | $363,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Arrowstreet Capital ✦ | 5.33K | 0.0% | $330,283 | 0.0% | Held | 7 | SEC ↗ |
| 66 | Raymond James Financial Inc | 5.20K | جديد | $322,410 | 0.0% | New | 1 | SEC ↗ |
| 67 | Raymond James Financial Inc | 5.20K | جديد | $322,410 | 0.0% | New | 1 | SEC ↗ |
| 68 | Focus Partners Wealth | 4.90K | جديد | $303,628 | 0.0% | New | 1 | SEC ↗ |
| 69 | Alliancebernstein L.P. | 5.30K | 0.0% | $296,588 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 4.77K | +75.7% | $295,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Nuveen, LLC | 4.60K | -18.8% | $285,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Nuveen, LLC | 4.60K | -18.8% | $285,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Sei Investments Co | 4.10K | +11.4% | $253,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Sei Investments Co | 4.10K | +11.4% | $253,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Rhumbline Advisers | 4.00K | -4.2% | $247,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 3.15K | +11.6% | $195,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 3.15K | +11.6% | $195,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.44K | +2.4% | $89,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | New York State Common Retirement… | 1.43K | 0.0% | $88,584 | 0.0% | Held | 2 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 1.28K | +298.1% | $79,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 1.28K | +298.1% | $79,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bnp Paribas Financial Markets | 1.21K | +86.0% | $74,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Barclays Plc | 1.09K | -80.6% | $67,692 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Barclays Plc | 1.09K | -80.6% | $67,692 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Cwm, Llc | 926 | -3.2% | $57,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Citigroup Inc | 700 | +414.7% | $43,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Citigroup Inc | 700 | +414.7% | $43,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Fifth Third Bancorp | 695 | جديد | $43,083 | 0.0% | New | 1 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 609 | +19.4% | $37,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 609 | +19.4% | $37,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Raymond James Financial Inc | $322,410 | 0.0% |
| Raymond James Financial Inc | $322,410 | 0.0% |
| Focus Partners Wealth | $303,628 | 0.0% |
| Fifth Third Bancorp | $43,083 | 0.0% |
تم الخروج
| Citadel Advisors | $612,986 | كان 0.0% |
| Jane Street Group, Llc | $416,342 | كان 0.0% |
| Two Sigma Investments | $288,362 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 118 المالكون, 2.25M الأسهم, $136.72M 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: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API