سجل الورقة المالية · ربع مؤرشف
XSOE
الاسم في انتظار استيعاب الملف الشخصي
42الحاملون المتتبعون
+3Δ المساهمون
13.76Mالأسهم المحتفظ بها
$551.82Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +7.7% ·
تدفق الأسهم -3.7% ·
المراكز الجديدة الصافية +7.1%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
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 | 40 | -1 | 13.55M | $666.24M | +3 | −4 |
| Q1 2026 | 42 | +3 | 13.76M | $551.82M | +4 | −1 |
| Q4 2025 | 39 | 0 | 14.29M | $557.69M | — | — |
| Q3 2025 | 4 | +1 | 3.05M | $115.89M | +1 | — |
| Q2 2025 | 1 | — | 4.26K | $146,789 | — | — |
| Q4 2024 | 2 | 0 | 240.83K | $7.34M | +1 | −1 |
| Q3 2024 | 2 | +1 | 586.59K | $19.38M | +1 | — |
| Q2 2024 | 1 | — | 10.33K | $316,531 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.99M | +4.0% | $119.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.99M | +4.0% | $119.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.99M | +4.0% | $119.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.85M | -7.6% | $74.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.85M | -7.6% | $74.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.85M | -7.6% | $74.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.43M | +4.7% | $57.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | State Of Wisconsin Investment Board | 1.41M | 0.0% | $56.50M | 0.1% | Held | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.26M | +1.6% | $50.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.26M | +1.6% | $50.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 1.21M | -11.1% | $48.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Charles Schwab Investment… | 676.44K | -3.0% | $27.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 426.80K | -18.4% | $17.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 426.80K | -18.4% | $17.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 319.50K | -12.8% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 285.22K | +10.6% | $11.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 285.22K | +10.6% | $11.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 256.85K | -1.5% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 229.15K | -0.3% | $9.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 202.51K | +9.3% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 202.51K | +9.3% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 163.05K | -7.3% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 153.15K | -57.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 121.18K | -3.1% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 113.51K | -1.6% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 94.41K | جديد | $3.79M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 84.84K | -14.9% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 84.84K | -14.9% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 84.84K | -14.9% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 84.84K | -14.9% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 74.33K | +4.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 74.33K | +4.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 72.61K | +244.3% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Lido Advisors, LLC | 69.89K | +24.6% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 63.57K | -47.0% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 33.04K | -17.4% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 31.53K | +10.3% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 31.53K | +10.3% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 27.92K | +231.3% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 18.30K | جديد | $733,870 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 16.95K | +1314.1% | $679,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 15.17K | -30.2% | $608,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 14.45K | -90.6% | $580,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 14.45K | -90.6% | $580,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 14.45K | -90.6% | $580,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Wealthfront Advisers LLC | 13.01K | +26.1% | $521,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 9.74K | +35.4% | $390,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 5.89K | +33.5% | $236,384 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 5.89K | +33.5% | $236,384 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 5.89K | +33.5% | $236,384 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 5.83K | +2.2% | $232,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Hrt Financial Lp | 5.74K | جديد | $230,000 | 0.0% | New | 1 | SEC ↗ |
| 53 | Corient Private Wealth LP | 5.43K | -63.3% | $217,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Assetmark, Inc | 3.38K | +6.0% | $135,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 1.34K | 0.0% | $53,774 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 909 | -54.6% | $36,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 262 | جديد | $10,506 | 0.0% | New | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 32 | -98.1% | $1,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 26 | +62.5% | $1,043 | 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
| Goldman Sachs Group | $3.79M | 0.0% |
| Baird Financial Group, Inc. | $733,870 | 0.0% |
| Hrt Financial Lp | $230,000 | 0.0% |
| BlackRock | $10,506 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $2.72M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 234 المالكون, 27.89M الأسهم, $1.11B 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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