证券记录 · 已归档季度
AVIV
名称等待档案录入
33被追踪持有人
+1Δ持有人
6.96M持有股份
$537.70M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.1% ·
股份流向 +30.0% ·
净新建仓位 +3.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 33 | +1 | 6.96M | $537.70M | +4 | −3 |
| Q1 2026 | 33 | +4 | 4.98M | $371.85M | +6 | −2 |
| Q4 2025 | 29 | +1 | 3.97M | $283.14M | +2 | −1 |
| Q3 2025 | 3 | -1 | 41.08K | $2.77M | — | −1 |
| Q2 2025 | 2 | 0 | 32.50K | $2.02M | — | — |
| Q1 2025 | 2 | +1 | 76.73K | $4.35M | +1 | — |
| Q4 2024 | 1 | 0 | 21.00K | $1.09M | — | — |
| Q3 2024 | 1 | 0 | 6.09K | $341,925 | +1 | −1 |
| Q2 2024 | 1 | — | 70.66K | $3.71M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 3.70M | +15.6% | $286.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 866.18K | 新增 | $67.06M | 0.0% | New | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 596.32K | +117.2% | $46.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 460.58K | +31.6% | $35.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 354.32K | +31.5% | $27.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 173.16K | +55.8% | $13.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 113.30K | +412.9% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 100.41K | +12.7% | $7.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 91.50K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 90.00K | -6.0% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 67.95K | +6.1% | $5.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 64.42K | +10.5% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 53.79K | -12.6% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 68.04K | 新增 | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 29.70K | +50.0% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 29.70K | +50.0% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 29.68K | -0.2% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 19.39K | +8.9% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 13.47K | +19.0% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.34K | +87.3% | $800,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 8.87K | +38.1% | $686,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 8.77K | 新增 | $679,283 | 0.0% | New | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 8.77K | 新增 | $679,283 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 8.54K | +0.3% | $661,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.38K | -5.1% | $649,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 6.83K | +5.3% | $528,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 6.58K | +246.1% | $509,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 6.58K | +246.1% | $509,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 4.80K | +0.8% | $372,003 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 4.80K | +0.8% | $372,003 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 2.96K | +169.1% | $229,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.22K | -8.5% | $171,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.97K | +329.1% | $152,809 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 1.76K | -52.6% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 1.76K | -52.6% | $136,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 462 | 0.0% | $35,722 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS Group AG | 166 | -44.1% | $12,852 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 16 | 新增 | $1,239 | 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
| Bank Of America Corp /De/ | $67.06M | 0.0% |
| Truist Financial Corp | $3.98M | 0.0% |
| Ameriprise Financial Inc | $679,283 | 0.0% |
| Ameriprise Financial Inc | $679,283 | 0.0% |
| Assetmark, Inc | $1,239 | 0.0% |
已清仓
| Citadel Advisors | $1.44M | 曾为 0.0% |
| Qube Research & Technologies… | $79,245 | 曾为 0.0% |
| Us Bancorp \De\ | $4,789 | 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): 180 持有人, 12.53M 股份, $925.29M 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