XLSR
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +9.1% ·
flux d'actions +5.5% ·
nouvelles positions nettes +8.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 8.14M | $527.64M | +4 | −2 |
| Q1 2026 | 24 | +2 | 7.92M | $457.53M | +5 | −3 |
| Q4 2025 | 22 | 0 | 7.51M | $467.79M | +1 | −1 |
| Q3 2025 | 2 | 0 | 49.53K | $2.95M | +1 | −1 |
| Q2 2025 | 1 | +1 | 48.20K | $2.65M | +1 | — |
| Q4 2024 | 1 | 0 | 4.85K | $259,344 | — | — |
| Q3 2024 | 1 | 0 | 17.65K | $914,784 | — | — |
| Q2 2024 | 1 | — | 16.87K | $858,565 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.36M | -6.8% | $251.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.24M | +16.5% | $129.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 389.68K | Nouveau | $22.50M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mariner, LLC | 277.05K | -3.3% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 181.02K | +10.1% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 144.72K | +9.1% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 97.21K | +23.0% | $5.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 59.73K | +7.0% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 59.73K | +7.0% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 56.83K | +18.0% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 56.83K | +18.0% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 27.33K | -40.3% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 26.78K | -10.1% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 26.78K | -10.1% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 26.78K | -10.1% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 11.36K | -0.6% | $656,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 10.90K | -13.4% | $630,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 9.00K | +23.5% | $519,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 8.77K | -1.8% | $506,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 8.63K | +64.9% | $498,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 8.63K | +64.9% | $498,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 6.84K | -0.1% | $394,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 4.38K | 0.0% | $252,728 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 3.59K | Nouveau | $207,113 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.46K | -0.1% | $84,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.46K | -0.1% | $84,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 251 | Nouveau | $14,493 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 221 | +2.3% | $12,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 221 | +2.3% | $12,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 100 | Nouveau | $5,774 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1 | Nouveau | $58 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Cerity Partners LLC | $22.50M | 0.0% |
| Goldman Sachs Group | $207,113 | 0.0% |
| Cwm, Llc | $14,493 | 0.0% |
| Pnc Financial Services Group… | $5,774 | 0.0% |
| Fidelity (FMR) | $58 | 0.0% |
Sorti(e)
| Jane Street Group, Llc | $281,828 | était 0.0% |
| Citigroup Inc | $81,003 | était 0.0% |
| Us Bancorp \De\ | $17,260 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 131 détenteurs, 14.38M actions, $807.27M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.