证券记录 · 已归档季度
AIVI
名称等待档案录入
19被追踪持有人
+1Δ持有人
147.32K持有股份
$8.29M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.6% ·
股份流向 -7.1% ·
净新建仓位 +5.3%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 50.79K | -11.5% | $2.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 50.79K | -11.5% | $2.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 46.90K | +4.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 15.44K | +0.4% | $863,044 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 7.24K | -7.2% | $407,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 5.21K | -1.3% | $293,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.81K | +14.0% | $270,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.81K | +14.0% | $270,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.14K | +69.1% | $232,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 4.14K | +69.1% | $232,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 4.00K | -1.2% | $225,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 3.73K | 0.0% | $210,224 | 0.0% | Held | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 2.60K | 0.0% | $145,080 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 1.21K | 0.0% | $68,123 | 0.0% | Held | 3 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 663 | 0.0% | $37,327 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 200 | -84.9% | $11,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 131 | 0.0% | $7,375 | 0.0% | Held | 3 | SEC ↗ |
| 18 | UBS Group AG | 104 | 新增 | $5,855 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 81 | 新增 | $5,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 47 | 0.0% | $2,685 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Simplex Trading, Llc | 21 | +75.0% | $1,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | 0.0% | $56 | 0.0% | Held | 2 | 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
| UBS Group AG | $5,855 | 0.0% |
| Royal Bank Of Canada | $5,000 | 0.0% |
已清仓
| Jane Street Group, Llc | $406,172 | 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): 34 持有人, 284.83K 股份, $13.23M 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