证券记录
AGZ
名称等待档案录入
35被追踪持有人
-2Δ持有人
2.50M持有股份
$272.96M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -5.4% ·
股份流向 +5.1% ·
净新建仓位 -5.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 2.50M | $272.96M | +2 | −4 |
| Q1 2026 | 38 | +3 | 2.38M | $260.76M | +4 | −1 |
| Q4 2025 | 35 | +2 | 2.23M | $246.27M | +2 | — |
| Q3 2025 | 3 | -1 | 91.49K | $10.10M | — | −1 |
| Q2 2025 | 2 | 0 | 60.24K | $6.61M | — | — |
| Q1 2025 | 1 | 0 | 35.47K | $3.88M | — | — |
| Q4 2024 | 1 | 0 | 69.91K | $7.55M | — | — |
| Q3 2024 | 1 | +1 | 2.41K | $265,843 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 503.18K | +0.6% | $54.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 478.57K | +7.1% | $52.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 478.57K | +7.1% | $52.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 478.57K | +7.1% | $52.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 344.35K | +10.2% | $37.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 328.76K | +11.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 328.76K | +11.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 328.76K | +11.1% | $35.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Asset Management One Co., Ltd. | 128.95K | +7.6% | $14.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 104.84K | +7.4% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 104.84K | +7.4% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 69.65K | +1.9% | $7.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 67.37K | +4.2% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 66.72K | +1.6% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 66.72K | +1.6% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 66.72K | +1.6% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 63.12K | +2.0% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 63.12K | +2.0% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 63.12K | +2.0% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 53.26K | -2.8% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 53.26K | -2.8% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | LPL Financial LLC | 50.78K | +2.4% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 46.49K | +20.4% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 46.49K | +20.4% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 46.49K | +20.4% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 41.17K | +1738.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 36.98K | -3.0% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 36.98K | -3.0% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 19.53K | -2.4% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Tidal Investments LLC | 17.15K | -18.2% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mirae Asset Global Investments Co.… | 16.09K | 0.0% | $1.76M | 0.0% | Held | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 11.75K | +5.4% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 9.02K | -28.4% | $985,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 7.04K | -26.9% | $769,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 6.47K | +4.1% | $708,827 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 6.47K | +4.1% | $708,827 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 6.47K | +4.1% | $708,827 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 4.72K | +7.2% | $515,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 3.83K | -80.0% | $418,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 2.95K | -70.3% | $322,803 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 2.80K | -43.8% | $305,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 2.80K | -43.8% | $305,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 2.80K | -43.8% | $305,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 2.32K | 新增 | $253,904 | 0.0% | New | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.20K | -2.1% | $241,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.20K | -2.1% | $241,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.20K | -2.1% | $241,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 2.07K | 新增 | $226,639 | 0.0% | New | 1 | SEC ↗ |
| 52 | Corient Private Wealth LP | 2.00K | 0.0% | $218,007 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 1.41K | +528.4% | $154,847 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 1.20K | -41.1% | $131,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 677 | +72.7% | $73,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 270 | +44.4% | $29,533 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Assetmark, Inc | 230 | +400.0% | $25,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Captrust Financial Advisors | $253,904 | 0.0% |
| Mariner, LLC | $226,639 | 0.0% |
已清仓
| Cerity Partners LLC | $1.27M | 曾为 0.0% |
| Focus Partners Wealth | $346,907 | 曾为 0.0% |
| Goldman Sachs Group | $308,395 | 曾为 0.0% |
| Franklin Resources Inc | $8,338 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 145 持有人, 3.69M 股份, $404.03M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据