سجل الورقة المالية · ربع مؤرشف
XSW
الاسم في انتظار استيعاب الملف الشخصي
43الحاملون المتتبعون
+6Δ المساهمون
1.14Mالأسهم المحتفظ بها
$161.57Mالقيمة المُبلَّغ عنها
+9المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +16.2% ·
تدفق الأسهم +12.3% ·
المراكز الجديدة الصافية +14.0%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
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 | 46 | +4 | 795.17K | $136.55M | +7 | −3 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 442.32K | جديد | $62.94M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 100.47K | -14.9% | $14.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 15.49K | -17.0% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 13.55K | -7.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 13.31K | +3.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 10.31K | جديد | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 10.27K | -0.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 10.02K | +36.0% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 9.92K | جديد | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 9.54K | -75.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | DZ BANK AG Deutsche Zentral… | 8.00K | جديد | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 5.90K | جديد | $842,099 | 0.0% | New | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 3.92K | -85.8% | $557,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Belvedere Trading LLC | 3.80K | جديد | $540,560 | 0.1% | New | 1 | SEC ↗ |
| 40 | Cetera Investment Advisers | 3.70K | +23.2% | $526,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 2.54K | -24.5% | $360,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 2.24K | 0.0% | $319,014 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 2.02K | -39.2% | $279,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citigroup Inc | 1.61K | +39.8% | $228,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 1.52K | +17.8% | $216,139 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Focus Partners Wealth | 1.51K | -7.0% | $215,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | BlackRock ✦ (سلبي) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | BlackRock ✦ (سلبي) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 1.03K | +112.8% | $147,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 806 | جديد | $114,686 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 480 | +56.4% | $68,275 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 375 | جديد | $53,358 | 0.0% | New | 1 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 250 | جديد | $35,626 | 0.0% | New | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 200 | 0.0% | $28,470 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 100 | -78.2% | $14,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 100 | 0.0% | $14,229 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 52 | 0.0% | $7,399 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 43 | 0.0% | $6,118 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $3,557 | 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
| Cwm, Llc | $62.94M | 0.2% |
| Jane Street Group, Llc | $1.47M | 0.0% |
| Bnp Paribas Financial Markets | $1.41M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $1.14M | 0.0% |
| Hsbc Holdings Plc | $842,099 | 0.0% |
| Belvedere Trading LLC | $540,560 | 0.1% |
| Northwestern Mutual Wealth… | $114,686 | 0.0% |
| Fifth Third Bancorp | $53,358 | 0.0% |
| TD Waterhouse Canada Inc. | $35,626 | 0.0% |
تم الخروج
| Wealth Enhancement Advisory… | $989,860 | كان 0.0% |
| Citadel Advisors | $688,301 | كان 0.0% |
| AQR Capital Management | $245,528 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 112 المالكون, 1.55M الأسهم, $215.56M 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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