Catatan efek · kuartal yang diarsipkan
XSVM
nama menunggu ingest profil
32Pemegang yang dilacak
0Δ pemegang
3.43MSaham yang dipegang
$196.28MNilai yang dilaporkan
+0Posisi baru
−0Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +1.5% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -2 | 3.26M | $226.73M | +1 | −4 |
| Q1 2026 | 37 | +5 | 3.28M | $197.72M | +7 | −2 |
| Q4 2025 | 32 | 0 | 3.43M | $196.28M | n/a | n/a |
| Q3 2025 | 5 | -1 | 425.51K | $24.02M | n/a | −1 |
| Q2 2025 | 4 | 0 | 110.55K | $5.75M | n/a | n/a |
| Q1 2025 | 3 | 0 | 147.22K | $7.39M | n/a | n/a |
| Q4 2024 | 3 | +1 | 83.29K | $4.54M | +1 | n/a |
| Q3 2024 | 2 | 0 | 77.60K | $4.27M | +1 | −1 |
| Q2 2024 | 2 | n/a | 26.29K | $1.38M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 861.00K | n/a | $49.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 464.38K | n/a | $26.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 220.46K | n/a | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 215.69K | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 169.63K | n/a | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 143.05K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 140.78K | n/a | $8.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 112.84K | n/a | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 108.32K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cibc World Market Inc. | 97.54K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 94.67K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 81.25K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Ameriprise Financial Inc | 47.64K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 39.77K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 33.45K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Two Sigma Investments ✦ | 30.00K | +29.9% | $1.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 27.50K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 19.05K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 17.96K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | AQR Capital Management ✦ | 14.99K | +11.2% | $856,643 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | UBS Group AG | 14.47K | n/a | $826,702 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 12.01K | n/a | $686,194 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 9.09K | n/a | $535,991 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 9.14K | n/a | $522,015 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 8.15K | n/a | $465,748 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 4.67K | n/a | $266,950 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 3.59K | n/a | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.98K | -4.5% | $113,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 989 | n/a | $57,035 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 328 | n/a | $18,742 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 127 pemegang, 5.22M saham, $304.87M 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 sekuritas ini yang dilacak: 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API