证券记录 · 已归档季度
AWF
名称等待档案录入
31被追踪持有人
+1Δ持有人
11.89M持有股份
$122.48M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 +12.0% ·
净新建仓位 +3.2%
— 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 | 31 | +1 | 11.89M | $122.48M | +3 | −2 |
| Q1 2026 | 31 | -1 | 10.62M | $107.97M | +2 | −3 |
| Q4 2025 | 32 | -2 | 10.66M | $113.94M | — | −2 |
| Q3 2025 | 4 | +2 | 4.87M | $54.55M | +2 | — |
| Q3 2024 | 2 | +2 | 44.58K | $505,537 | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.41M | +12.5% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.41M | +12.5% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.41M | +12.5% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.07M | -2.4% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 792.74K | -2.4% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 792.74K | -2.4% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 742.64K | -7.0% | $7.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 685.50K | +20.7% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 685.50K | +20.7% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 591.66K | -14.8% | $6.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 370.69K | +11.3% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 165.47K | +8.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 154.79K | +6.2% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 153.43K | +11.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 153.43K | +11.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Tidal Investments LLC | 112.82K | 0.0% | $1.16M | 0.0% | Held | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 76.81K | -4.1% | $791,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 76.81K | -4.1% | $791,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 73.99K | -3.3% | $759,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 70.74K | -26.6% | $728,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 70.74K | -26.6% | $728,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 70.74K | -26.6% | $728,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 45.77K | +9.2% | $471,472 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 40.23K | 新增 | $414,390 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 34.28K | -37.8% | $353,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 34.28K | -37.8% | $353,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 26.47K | +0.2% | $272,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Nomura Holdings Inc | 25.00K | +150.0% | $257,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 18.24K | +1.9% | $186,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 16.79K | 0.0% | $172,906 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 16.45K | -24.0% | $169,408 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 13.54K | +20.5% | $139,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 12.91K | 新增 | $132,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 10.97K | -10.3% | $113,002 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 10.97K | -10.3% | $113,002 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 10.13K | 0.0% | $104,308 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 8.19K | +19.7% | $84,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 2.73K | +11.1% | $28,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 44 | 0.0% | $453 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 13 | 新增 | $141 | 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
| HighTower Advisors, LLC | $414,390 | 0.0% |
| Hrt Financial Lp | $132,000 | 0.0% |
| JPMorgan Chase | $141 | 0.0% |
已清仓
| Focus Partners Wealth | $147,465 | 曾为 0.0% |
| Creative Planning | $104,445 | 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): 135 持有人, 20.61M 股份, $204.72M 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