证券记录
AOD
名称等待档案录入
35被追踪持有人
-2Δ持有人
17.89M持有股份
$184.45M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.4% ·
股份流向 -7.2% ·
净新建仓位 -5.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 17.89M | $184.45M | +1 | −3 |
| Q1 2026 | 38 | +4 | 19.30M | $177.79M | +4 | — |
| Q4 2025 | 34 | 0 | 20.92M | $203.97M | — | — |
| Q3 2025 | 1 | — | 11.35M | $107.33M | — | — |
| Q1 2025 | 1 | +1 | 10.14K | $85,117 | +1 | — |
| Q3 2024 | 1 | +1 | 102.22K | $930,248 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.34M | +9.8% | $34.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.34M | +9.8% | $34.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.70M | +70.3% | $17.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.70M | +70.3% | $17.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 1.02M | -4.5% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 389.09K | +4.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 389.09K | +4.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 370.65K | -27.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 370.65K | -27.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 261.94K | -7.8% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 254.09K | +31.2% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 254.09K | +31.2% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 232.32K | +3.5% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 229.52K | +1.8% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 229.52K | +1.8% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 203.57K | -0.1% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 107.21K | +46.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 83.98K | +20.1% | $865,885 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 71.92K | -87.8% | $741,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 64.16K | +4.2% | $669,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 59.04K | -66.2% | $608,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 43.65K | +2.9% | $450,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 41.20K | +3.0% | $424,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Captrust Financial Advisors | 29.84K | -16.8% | $307,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 24.69K | -35.3% | $254,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 24.51K | -63.2% | $252,714 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 22.63K | -36.8% | $233,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 18.80K | -81.3% | $193,787 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 18.80K | -81.3% | $193,787 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Creative Planning | 14.64K | +6.1% | $150,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 14.37K | +2.0% | $148,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 13.26K | 0.0% | $136,731 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 13.26K | 0.0% | $136,731 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 8.66K | -21.5% | $89,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | BlackRock ✦ (被动) | 3.51K | -51.9% | $36,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.72K | -11.4% | $28,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 1.61K | 0.0% | $16,609 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Citigroup Inc | 1.12K | 0.0% | $11,547 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 992 | 0.0% | $10,228 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 760 | 0.0% | $7,836 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 505 | +10.3% | $5,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 13 | 新增 | $136 | 0.0% | New | 1 | 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
| Russell Investments Group… | $136 | 0.0% |
已清仓
| Allspring Global Investments… | $8.95M | 曾为 0.0% |
| Invesco Ltd. | $180,682 | 曾为 0.0% |
| Jones Financial Companies Lllp | $4,678 | 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): 160 持有人, 29.96M 股份, $245.89M 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