XVV
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang +19.2% ·
aliran saham +30.0% ·
posisi baru bersih +16.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -1 | 1.10M | $62.56M | +1 | −3 |
| Q1 2026 | 31 | +5 | 1.27M | $62.25M | +5 | n/a |
| Q4 2025 | 26 | 0 | 925.76K | $48.79M | n/a | n/a |
| Q3 2025 | 4 | -1 | 96.81K | $4.99M | n/a | −1 |
| Q2 2025 | 3 | +1 | 49.70K | $2.37M | +1 | n/a |
| Q1 2025 | 1 | 0 | 55.60K | $2.38M | n/a | n/a |
| Q4 2024 | 1 | 0 | 59.60K | $2.70M | +1 | −1 |
| Q3 2024 | 1 | +1 | 39.68K | $1.75M | +1 | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 273.52K | +6.8% | $13.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Brown Advisory Inc | 218.97K | +19.0% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 128.32K | +6296.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Franklin Resources Inc | 76.00K | 0.0% | $3.74M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 73.21K | Baru | $3.60M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 61.61K | -10.5% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 46.31K | +12.0% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 40.30K | Baru | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 39.31K | Baru | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 32.50K | +16.0% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 30.16K | +25.3% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 29.06K | -2.0% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 28.06K | +10.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 27.02K | -12.2% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 23.11K | +0.5% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 22.57K | +2.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 21.87K | Baru | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 17.67K | +0.2% | $869,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 15.94K | +5.0% | $784,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 14.73K | +40.7% | $725,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 8.71K | -3.9% | $428,459 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 7.10K | +12.7% | $349,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 6.60K | +0.1% | $324,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 5.58K | -83.7% | $274,598 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Us Bancorp \De\ | 4.12K | 0.0% | $202,589 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 4.07K | 0.0% | $200,473 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.64K | -13.5% | $130,122 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 2.57K | Baru | $126,348 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cwm, Llc | 2.22K | 0.0% | $109,160 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 1.46K | 0.0% | $71,664 | 0.0% | Held | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 280 | +191.7% | $13,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Bank of New York Mellon Corp | $3.60M | 0.0% |
| Two Sigma Investments | $1.98M | 0.0% |
| Lido Advisors, LLC | $1.93M | 0.0% |
| Mercer Global Advisors Inc… | $1.08M | 0.0% |
| Wells Fargo & Company/Mn | $126,348 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 143 pemegang, 3.95M saham, $147.97M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.