Catatan efek · kuartal yang diarsipkan
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nama menunggu ingest profil
31Pemegang yang dilacak
+1Δ pemegang
1.25MSaham yang dipegang
$58.96MNilai yang dilaporkan
+3Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.3% ·
aliran saham -7.6% ·
posisi baru bersih +3.2%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +3 | 1.21M | $63.63M | +5 | −2 |
| Q1 2026 | 31 | +1 | 1.25M | $58.96M | +3 | −2 |
| Q4 2025 | 30 | 0 | 1.35M | $62.71M | — | — |
| Q3 2025 | 4 | -1 | 202.84K | $9.39M | — | −1 |
| Q2 2025 | 3 | 0 | 78.15K | $3.56M | — | — |
| Q1 2025 | 2 | +1 | 50.68K | $2.34M | +1 | — |
| Q4 2024 | 1 | -1 | 17.50K | $826,471 | — | −1 |
| Q3 2024 | 2 | +1 | 61.55K | $2.96M | +1 | — |
| Q2 2024 | 1 | — | 15.30K | $667,974 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 205.23K | -2.8% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 205.23K | -2.8% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 205.23K | -2.8% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 174.00K | -7.0% | $8.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 171.45K | -15.1% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 171.45K | -15.1% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 126.53K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 126.53K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 126.53K | -1.1% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 97.50K | -1.8% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 97.50K | -1.8% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 59.17K | +3.5% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 50.58K | -3.3% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 50.58K | -3.3% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 51.24K | +0.9% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 45.50K | -11.0% | $2.15M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 44.21K | +1.7% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 39.15K | -2.0% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 36.10K | -8.4% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 34.39K | -7.5% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 34.39K | -7.5% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 26.78K | -23.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 16.58K | +2.8% | $782,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.97K | -2.0% | $753,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.97K | -2.0% | $753,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 12.54K | +5.7% | $591,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 12.54K | +5.7% | $591,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 11.18K | -4.0% | $527,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 7.99K | -4.4% | $376,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 5.80K | Baru | $273,601 | 0.0% | New | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 4.98K | +4.0% | $235,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 4.30K | -7.3% | $202,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 4.22K | +63.8% | $199,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 2.57K | Baru | $121,136 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 761 | 0.0% | $35,916 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 449 | Baru | $21,031 | 0.0% | New | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 199 | +121.1% | $11,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 199 | +121.1% | $11,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 187 | 0.0% | $8,868 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 158 | -65.0% | $7,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Blair William & Co/Il | 42 | 0.0% | $1,982 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 28 | 0.0% | $1,321 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Creative Planning | $273,601 | 0.0% |
| Fifth Third Bancorp | $121,136 | 0.0% |
| JPMorgan Chase | $21,031 | 0.0% |
Telah keluar
| Goldman Sachs Group | $957,726 | adalah 0.0% |
| Susquehanna International… | $898,836 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 97 pemegang, 2.20M saham, $102.13M 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 efek ini yang dilacak — berdasarkan 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API