سجل الورقة المالية · ربع مؤرشف
VIOG
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
0Δ المساهمون
1.33Mالأسهم المحتفظ بها
$165.79Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -2.1% · 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 | 39 | 0 | 1.36M | $208.70M | +2 | −2 |
| Q1 2026 | 40 | 0 | 1.33M | $165.79M | +2 | −2 |
| Q4 2025 | 41 | +2 | 1.37M | $165.67M | +2 | — |
| Q3 2025 | 5 | 0 | 352.96K | $42.98M | — | — |
| Q2 2025 | 2 | -1 | 6.89K | $788,514 | — | −1 |
| Q1 2025 | 1 | 0 | 22.12K | $2.36M | — | — |
| Q4 2024 | 1 | +1 | 22.25K | $2.59M | +1 | — |
| Q2 2024 | 1 | — | 29.34K | $3.23M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 225.02K | -3.9% | $28.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 118.28K | +3.5% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 118.28K | +3.5% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 85.27K | -4.2% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 65.92K | +14.1% | $8.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 50.75K | +1.5% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 45.68K | +4.7% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 42.51K | -5.0% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 42.51K | -5.0% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 40.16K | -25.7% | $5.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 31.97K | -50.8% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 31.97K | -50.8% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 30.14K | +640.0% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 29.35K | -2.7% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 21.62K | -1.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 20.63K | -3.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 21.07K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 21.07K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 20.08K | -8.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 17.16K | -14.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 17.16K | -14.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 11.01K | +2.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 9.29K | +0.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 8.91K | +3.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 5.93K | +28.4% | $720,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 4.58K | -51.0% | $570,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 4.23K | +3.2% | $525,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 2.43K | +4.8% | $302,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citigroup Inc | 2.27K | 0.0% | $283,147 | 0.0% | Held | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.25K | -3.4% | $280,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 1.99K | جديد | $247,053 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 1.89K | +3.2% | $235,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 1.74K | جديد | $215,946 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.25K | -8.0% | $154,955 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Blair William & Co/Il | 1.06K | 0.0% | $132,550 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 428 | 0.0% | $53,380 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $51,639 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $51,639 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 359 | +31.0% | $44,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 304 | +6.3% | $37,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 154 | +29.4% | $19,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 53 | 0.0% | $6,596 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 6 | 0.0% | $747 | 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
| Truist Financial Corp | $247,053 | 0.0% |
| Corient Private Wealth LP | $215,946 | 0.0% |
تم الخروج
| Citadel Advisors | $527,591 | كان 0.0% |
| Qube Research & Technologies… | $76,895 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 178 المالكون, 2.52M الأسهم, $307.15M 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 ·
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