证券记录 · 已归档季度
AUSF
名称等待档案录入
22被追踪持有人
+2Δ持有人
6.29M持有股份
$304.94M报告持仓市值
+4新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +10.0% ·
股份流向 -18.7% ·
净新建仓位 +9.1%
· 公式
持有人分散化:持有人数增多,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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.40M | -48.7% | $117.03M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.41M | +12.5% | $68.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.05M | +69.9% | $50.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 297.94K | +120.8% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 294.38K | +17.6% | $14.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 263.27K | +4.5% | $12.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 258.00K | +3.4% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 117.52K | +10.5% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 65.41K | -1.8% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 41.90K | -45.6% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 30.09K | +54.8% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 11.15K | +67.4% | $539,103 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fifth Third Bancorp | 9.58K | 新增 | $463,241 | 0.0% | New | 1 | SEC ↗ |
| 14 | Creative Planning | 8.54K | +6.6% | $412,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 8.40K | 新增 | $405,947 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 7.58K | 新增 | $366,541 | 0.0% | New | 1 | SEC ↗ |
| 17 | Brown Advisory Inc | 6.74K | 0.0% | $325,686 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.34K | +321.6% | $65,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.12K | -22.5% | $54,025 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 489 | 新增 | $23,643 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 50 | 0.0% | $2,418 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $23 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $463,241 | 0.0% |
| Goldman Sachs Group | $405,947 | 0.0% |
| Jane Street Group, Llc | $366,541 | 0.0% |
| Rockefeller Capital… | $23,643 | 0.0% |
已清仓
| UBS Group AG | $48,503 | 曾为 0.0% |
| Jones Financial Companies Lllp | $1,808 | 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): 86 持有人, 12.21M 股份, $581.45M 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
持有该证券的受追踪机构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: Q1 2026 ·
方法论 ·
通过API获取此数据